Matter Intake Manager

BRG

1d•$95,000 - $120,000

About The Position

Berkeley Research Group seeks an experienced Matter Intake Manager to lead and oversee the firm’s contract intake and project setup processes. This leadership role requires a strategic mindset, strong organizational skills, and the ability to manage a team while ensuring compliance with firm policies and client requirements. The Manager will report to the Director of Revenue Operations and serve as a key liaison between Finance, Legal, and Operations, driving efficiency and accuracy across all intake workflows. The ideal candidate will demonstrate exceptional leadership, critical thinking, and communication skills, with a proven ability to manage competing priorities in a dynamic environment.

Requirements

Bachelor’s degree required; advanced degree or certification in finance, accounting, or legal administration preferred.
Minimum 5+ years of experience in contract intake, billing, or related operations, with at least 2 years in a supervisory or managerial role.
Strong analytical and reasoning skills with ability to interpret complex contracts and financial data.
Proven leadership and team management experience.
Excellent communication skills, both oral and written, with ability to interact effectively with senior management and Experts.
Advanced organizational and time management skills; ability to prioritize and delegate effectively.
Proficiency in Microsoft Office Suite; experience with Workday, InTapp, and 3E/Elite preferred.
Candidate must be able to submit verification of their legal right to work in the U.S., without company sponsorship.

Nice To Haves

Background in legal billing, conflicts, finance, or data analysis is a plus.
Knowledge of ASC 606 Revenue Recognition concepts strongly preferred.

Responsibilities

Manage and mentor the Contract Intake team, providing guidance, training, and performance feedback.
Establish and enforce best practices for new business intake and project setup processes.
Monitor workload distribution and ensure timely completion of all intake activities.
Oversee review of all matter and contract setup to ensure proper interpretation and compliance with firm standards.
Ensure accurate project setup for billing, revenue recognition, and reporting in alignment with ASC 606 and client guidelines.
Maintain and update documentation of intake processes, workflows, and policies.
Serve as primary point of contact for Finance, Legal, Tax, FP&A, and other teams regarding contract and project setup issues.
Partner with IT and Data Analytics teams to optimize systems and reporting capabilities.
Escalate and resolve complex contractual or billing issues in collaboration with senior leadership.
Identify opportunities for process improvement and automation to enhance efficiency and accuracy.
Lead quarterly project closure reviews and ensure compliance with firm standards.
Support ad hoc projects and contribute to strategic planning for intake operations.