About this role
Role Overview
- Own Intake Data Accuracy: Review, validate, and enter new case information (client details, incident data, documentation) with a high level of precision.
- Set up cases for success: Ensure every new case is properly created, structured, and aligned with firm standards
- Manage in real time: Process intake updates quickly to keep cases moving without delays
- Maintain consistency across systems: Ensure alignment between intake tools, Finch, and partner firm systems
- Identify and resolve issues early: Partner with intake and operations teams to flag and fix missing or inconsistent data
- Keep clean records: Document updates and changes to maintain transparency and auditability
- Continuously improve processes: Look for ways to increase speed, accuracy, and efficiency in intake workflows
Requirements
- Have a proven track record in task management, or a related field
- Have strong attention to detail—you catch what others miss
- Can move quickly without sacrificing accuracy
- Are comfortable working across multiple systems and tools
- Are highly organized with strong process discipline
- Communicate clearly and collaborate well across teams
- Are adaptable and open to evolving workflows and systems
Benefits
- 100% coverage for health, dental, and vision
- 401(k) retirement plan
- In-office snacks, drinks, and daily team lunch and dinners
- Flexible PTO (we trust you to take the time you need)