What are the responsibilities and job description for the Client Intake Manager position at Wilson Sonsini Goodrich & Rosati?
Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm has approximately 1,100 attorneys in 18 offices : 13 in the U.S., three in China, and two in Europe. Our broad spectrum of practices and entrepreneurial spirit allow our staff exceptional opportunities for professional achievement and career growth.
The firm's Finance Department is looking for an enthusiastic and energic Client Intake Manager. This position will enhance the intake and set up of new clients and matters in line with client requirement, firm financial policies, and billing processes.
This opportunity is available as a hybrid work schedule.
Responsibilities :
- Oversee the finance new business intake workflow, ensuring timely and accurate onboarding of new clients and matters
- Ensure all new engagements comply with firm financial policies and risk management guidelines
- As firm subject matter expert, enhance and automate intake processes as part of firm billing improvement initiative
- Implement and refine intake technologies and processes to streamline data entry, approvals, and tracking, and distribution of client requirements across firm systems such as time entry and billing
- Assist firm efforts for KYC and risk mitigation through compliance with firm retainer requirements
- Work closely with administrative and legal teams to ensure a seamless intake-to-billing workflow
- Identify and implement improvements to the intake process to reduce delays and errors, and promote automation and continuous improvement for new client engagements and intake
- Maintain high standards of data accuracy for client and matter information and reporting
- Develop and monitor performance metrics for the intake process, including turnaround times, errors rates, and data validation
- Provide training and materials to ensure awareness of intake procedures and ensure clear communications and efficient processes
Qualifications :
This position requires extensive experience with the billing, collections, and eBilling functions of a law firm.
The primary location for this job posting is in Palo Alto, but other locations may be listed. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location. The anticipated pay range for this position is as follows : San Francisco and Silicon Valley : $131,750 - $178,250 per yearAustin, Boston, Boulder, District of Columbia, Los Angeles, New York, San Diego, Seattle, and Wilmington : $119,000 - $161,000 per yearSalt Lake City and all other locations : $105,400 - $142,600 per year
The compensation for this position may include a discretionary year-end merit bonus based on performance. We offer a highly competitive salary and benefits package.
Benefits information can be found here. Equal Opportunity Employer (EOE).
Salary : $105,400 - $142,600
