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Business Intake Jobs (NOW HIRING)

dinsmore

Business Intake Representative

Cincinnati, OH · On-site

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process. Responsibilities * Review ...

Dinsmore

Business Intake Representative

Cincinnati, OH · On-site

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process. Responsibilities * Review ...

dinsmore

Business Intake Representative

Cincinnati, OH · On-site

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process. Responsibilities * Review ...

Polsinelli

New Business Intake Coordinator

Kansas City, MO · On-site +1

$70K - $85K/yr

New Business Intake Coordinator Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged ...

New

Polsinelli

New Business Intake Coordinator

Manhattan, NY · On-site +1

$70K - $85K/yr

New Business Intake Coordinator Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged ...

New

Polsinelli

New Business Intake Coordinator

Raleigh, NC · On-site +1

$70K - $85K/yr

New Business Intake Coordinator Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged ...

New

Polsinelli

New Business Intake Coordinator

Atlanta, GA · On-site +1

$70K - $85K/yr

New Business Intake Coordinator Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged ...

New

Polsinelli

New Business Intake Coordinator

Seattle, WA · On-site +1

$70K - $85K/yr

New Business Intake Coordinator Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged ...

New

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Business Intake information

What is a business intake specialist?

A business intake specialist is responsible for gathering and analyzing information from clients or internal teams to determine project requirements and feasibility. They often coordinate with stakeholders, document processes, and use tools like CRM or project management software to ensure smooth onboarding and project initiation.

What is the difference between Business Intake vs Business Analyst?

AspectBusiness IntakeBusiness Analyst
CredentialsTypically requires a high school diploma or associate degree; certifications like CBAP are optionalOften requires a bachelor’s degree in business, IT, or related field; certifications like CBAP or CCBA are common
Work EnvironmentPrimarily in project initiation, meetings, and stakeholder communicationInvolves analysis, documentation, and process improvement activities
Employer & Industry UsageUsed in project management, consulting, and corporate settings to gather project requirementsCommon in IT, finance, and business sectors for process and system analysis

While Business Intake focuses on gathering initial project requirements and stakeholder input, Business Analysts delve deeper into analyzing processes, defining solutions, and ensuring project success. Both roles are essential in project lifecycle stages but differ in scope and responsibilities.

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Business Intake jobs near you
Business Intake Representative

Business Intake Representative

Dinsmore & Shohl

Cincinnati, OH

Other

Posted 27 days ago

Job description

Business Intake Representative

Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm's new business intake process.

Responsibilities

  • Review and process new client and matter intake forms for completeness and compliance with Firm policies
  • Analyze new client and matter intake information for quality and completeness while meeting established time constraints
  • Accountable for clear communication and prompt follow-up necessary to ensure quality and completeness
  • Collaborate with attorneys and internal teams to resolve missing or incomplete intake information
  • Submit client and matter information through the Firm's new client/matter review process
  • Maintain accurate and up-to-date client and matter data in Firm systems
  • Perform additional duties as assigned as they relate to business intake

Requirements

  • Proficient in Microsoft Office, including Word, Excel and Outlook, with the capacity to learn new software quickly
  • Data entry experience, ideally within the medical or legal fields
  • Ability to make effective and accurate decisions while also knowing when to ask questions, think analytically and creatively
  • Possess extreme attention to detail
  • Excellent time management and organizational skills are necessary
  • Excellent verbal and written communication skills are necessary
  • Ability to work independently as well as within a team
  • Exceptional interpersonal skills with a positive and helpful customer service attitude
  • Ability to multitask and work on complex tasks in a fast-paced deadline driven environment

Equal Opportunity Employer

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