Operations Associate, Client Transition and Case Intake, RLS

Ryan•Scottsdale, AZ

19d•Remote

About The Position

The Operations Associate, Client Transition and Case Intake – RLS supports the operational infrastructure of the Legal Services (RLS) business by assisting the Operations Manager in the execution of critical initiatives. This role focuses on two primary areas: 1. Client Transition Support: Assists in the design, implementation, and maintenance of processes that support the onboarding of large volumes of Ryan clients into RLS Legal Services Agreements. This involves working with Smartsheet to manage data from Ryan’s proprietary PropertyPoint system and Salesforce, coordinating updates with tax consultants, attorneys, and the RLS India team. 2. Case Intake Operations: Supports the development and management of the case intake process using the Smartsheet-based Appeal Intake Portal, which integrates with Lead Docket and Filevine. This includes handling both single and bulk case intake submissions, ensuring data accuracy and proper system flow. The Operations Associate plays a key role in enabling the efficiency, accuracy, and scalability of RLS’s legal services operations through hands-on execution and cross-functional collaboration Open remotely anywhere in the U.S.

Requirements

Bachelor’s degree or equivalent required.
Three to five years of experience in the professional services industry.
Ability to work with large quantities of electronic data and data fields.
Effective written and verbal communication skills
Attention to detail
Effective presentation skills
Demonstrates accuracy and thoroughness
Sense of urgency
Demonstrates willingness to be flexible and adaptable to changing priorities
Ability to work effectively both independently and in a team-based environment
Strong multitasking and organizational skills
Strong project management skills.
Valid driver’s license required.
To perform this job successfully, it is very important that the individual has advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research.

Nice To Haves

Experience working with Salesforce platform a strong plus.
Experience at Ryan is preferred, but not required.

Responsibilities

Collaborate effectively with internal teams, including consultants, attorneys, and the India-based team.
Support the Operations Manager in executing project tasks and tracking progress.
Maintain clear and professional communication with stakeholders at all levels.
Assist in managing the intake of new client transitions and ensure accurate documentation of legal services agreements.
Help maintain the appeal intake process to ensure timely case submissions by consultants.
Respond to inquiries and requests from internal clients with attention to accuracy and service.
Enter, organize, and validate large volumes of data from multiple systems (PropertyPoint, Salesforce, Smartsheet, Lead Docket, and Filevine).
Identify and escalate issues or inefficiencies in workflows and contribute to improvements .
Generate and maintain reports, logs, and dashboards to support operations and decision-making.
Ensure consistent data handling and documentation practices to maintain quality and compliance
Work with and/or leads a team to ensure efficiency, accuracy, and completion of tasks and projects.
Delegates work and monitors progress in support of established goals and objectives.