Intake Operations Manager

Job summary

The Intake Operations Manager is responsible for optimizing client intake processes through data-driven analysis and the development of KPI dashboards. They will oversee quality assurance, standardize workflows via SOPs, and manage the transition of tracking systems to SmartAdvocate.

Job details

Are you a data-driven professional with a passion for optimizing processes and enhancing client intake experiences in the legal field? Do you possess the analytical acumen to dissect complex data sets, identify inefficiencies, and implement strategic solutions to improve operational performance? Is your approach to operations management characterized by a blend of strategic insight and meticulous attention to detail? Final question: When faced with a challenge, do you get excited or run away? ** IMPORTANT: TO APPLY ** If you have any questions, please email recruit@crisp.co only. Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform. To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. **RECRUITERS DO NOT CONTACT** What you’ll do: Data-Driven Intake Optimization: Monitor and analyze intake metrics such as response times, transfer rates, and case drop-offs. Develop a KPI dashboard to provide leadership with clear insights into intake performance. Identify inefficiencies and implement solutions to improve client interactions. Quality Assurance & Process Standardization: Establish a structured QA program to ensure consistent, professional, and empathetic intake calls. Develop a robust call review system and enforce adherence to intake protocols. Create documented SOPs for standardized workflows. Technology & System Integration: Oversee intake tracking transition from Captura to SmartAdvocate for seamless reporting. Develop case statuses and tracking structures. Ensure system integration for intake data across firm-wide platforms. Onboarding, Training & Performance Management: Implement a structured onboarding program for new hires. Provide ongoing coaching in call handling, empathy, and case qualification. Ensure adherence to protocols, preventing errors in handling sensitive cases. Operational Leadership & Collaboration: Establish clear reporting lines and accountability within the intake team. Work with shift supervisors to improve efficiency and minimize lost cases. Optimize call flow and role handoffs to prevent bottlenecks. Align intake operations with leadership objectives. What we’re looking for: Bachelors Degree Required - Masters Preferred Experience & Industry Knowledge: 5+ years in legal intake or call center management, preferably in personal injury. Skilled in intake process structuring, workflow development, and QA. Familiar with case management software like SmartAdvocate or Captura. Analytical & Data-Driven Approach: Strong analytical mindset with experience tracking intake metrics and optimizing processes. Skilled in KPI dashboard development for data-driven decisions. Process & Quality Assurance Expertise: Experienced in setting intake quality standards, onboarding, and training. Strong documentation skills for SOPs and protocols. Leadership & Communication Skills: Proven ability to lead and improve intake teams. Strong collaboration and communication skills to align with leadership and coordinate across departments. Operational Mindset & Problem-Solving Ability: Highly organized, managing multiple intake roles efficiently. Proactive in identifying and solving inefficiencies. Detail-oriented with strong data management skills. Why you should work here: Dynamic Pace: Immerse yourself in a setting where dedication meets agility. Our ethos is work-centric, ensuring tasks are seen through completion, mirroring the ebbs and flows of the legal industry's demands. Culture of Grit: Here, tenacity, responsiveness, and self-driven ambition are the cornerstones of success. Autonomy and Empowerment: We value self-sufficiency and the ability to autonomously navigate through challenges. Entrepreneurial Spirit: Embrace a start-up mentality within a supportive structure, where adding value, evolving processes, and pivoting strategies are part of the norm. Continuous Improvement: Join a team that believes in constant evolution. Stagnation is not an option; we are always moving forward. Additional perks: Health, Dental and Vision: We offer comprehensive medical, dental, and vision coverage to keep you and your family healthy. Retirement: Secure your future with our competitive retirement savings plan. PTO: Take advantage of generous paid time off, including vacation, sick days, and personal time. Your role as Intake Operations Manager is more than just a position; it's an opportunity to make a significant impact on the lives of our clients and the efficiency of our operations. Your expertise and dedication will be instrumental in ensuring that our intake processes are both effective and compassionate, setting the stage for successful client relationships and legal outcomes. We invite you to bring your skills and passion to our team, where you can contribute to a legacy of justice, empathy, and excellence.

What you’ll do

The Intake Operations Manager is responsible for optimizing client intake processes through data-driven analysis and the development of KPI dashboards. They will oversee quality assurance, standardize workflows via SOPs, and manage the transition of tracking systems to SmartAdvocate.

Requirements

Candidates must have a bachelor's degree and at least 5 years of experience in legal intake or call center management, preferably within personal injury law. Proficiency in case management software and a strong analytical mindset for tracking metrics are required.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Savings Plan
• Paid Time Off
• Vacation
• Sick Days
• Personal Time

Listed skills

• Data analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Intake Optimization
• KPI Dashboard Development
• Quality Assurance
• Process Standardization
• SOP Documentation
• Case Management Software
• Performance Management
• Operational Leadership
• Data Analysis
• Call Center Management
• Workflow Development
• Onboarding
• Coaching
• Problem Solving
• Strategic Planning
• Client Relationship Management
• Empathy
• Operational Performance Management
• Accountability
• Workflow Management
• Time Off Management
• Compassion
• Data-Driven Decision Making
• Dashboard
• Management
• Call Center Experience
• Law Practice Management Software
• Communication
• Continuous Improvement Process
• Training And Development
• Data Management
• Leadership
• Key Performance Indicators (KPIs)
• Employee Onboarding
• Operations Management
• Operations
• Personal Injury Law
• Quality Management
• Safety Assurance
• Systems Integration
• Tenacity
• Collaboration
• Teamwork
• Call Flow
• Detail Oriented

Job areas

• Legal
• Management & Leadership
• Data & Analytics
• Customer Service & Support
• Administrative
• Intake Manager
• Operations Manager (General)
• Manufacturing Managers
• General and Operations Managers

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