Intake Data Entry Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of Intake Data Accuracy: Review, validate, and accurately enter new case information (client details, incident data, documentation) with meticulous attention to detail.

• Set up cases for success: Ensure each new case is properly created, organized, and adheres to firm standards.

• Manage in real time: Process intake updates swiftly to ensure cases progress without delays.

• Maintain consistency across systems: Guarantee alignment between intake tools, Finch, and partner firm systems.

• Identify and resolve issues early: Collaborate with intake and operations teams to highlight and rectify missing or inconsistent data.

• Keep clean records: Document updates and changes to ensure transparency and auditability.

• Continuously improve processes: Seek opportunities to enhance speed, accuracy, and efficiency in intake workflows.

⛳️ Requirements

• Demonstrate a proven track record in task management or a related area.

• Exhibit strong attention to detail—you notice what others overlook.

• Ability to act quickly without compromising accuracy.

• Comfortable working with various systems and tools.

• Highly organized with a strong adherence to process discipline.

• Communicate effectively and collaborate well across teams.

• Adaptable and open to changing workflows and systems.

🏝️ Benefits

• 100% coverage for health, dental, and vision.

• 401(k) retirement plan.

• In-office snacks, drinks, and daily team lunches and dinners.

• Flexible PTO (we trust you to take the time you need).