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Business Intake Analyst Jobs in California (NOW HIRING)

Alston

New Business Intake Analyst

Los Angeles, CA

$65K - $75K/yr

The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...

Venable LLP

Client Intake Analyst

Los Angeles, CA · On-site

$65K - $85K/yr

That's why we're looking for a Client Intake Analyst to perform conflict searches and business intake activities supporting the Firm's new business acceptance process. The ideal candidate will be ...

Venable LLP

Client Intake Analyst

Los Angeles, CA · On-site

$65K - $85K/yr

That's why we're looking for a Client Intake Analyst to perform conflict searches and business intake activities supporting the Firm's new business acceptance process. The ideal candidate will be ...

Venable LLP

Client Intake Analyst

Los Angeles, CA · On-site

$65K - $85K/yr

That's why we're looking for a Client Intake Analyst to perform conflict searches and business intake activities supporting the Firm's new business acceptance process. The ideal candidate will be ...

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Business Intake Analyst information

What is the difference between Business Intake Analyst vs Business Analyst?

AspectBusiness Intake AnalystBusiness Analyst
Primary FocusManaging and prioritizing new project requests and intake processesAnalyzing business needs and recommending solutions
ResponsibilitiesGathering project requirements, coordinating intake workflows, and ensuring alignment with strategic goalsDocumenting requirements, process modeling, and stakeholder communication
Required SkillsCommunication, organization, understanding of project managementAnalytical skills, process analysis, stakeholder engagement
Work EnvironmentOften within project management or operations teamsAcross various departments including IT, finance, and operations

The Business Intake Analyst primarily manages the intake process for new projects, focusing on prioritization and workflow coordination. In contrast, the Business Analyst concentrates on analyzing business needs and recommending solutions. While both roles require strong communication and organizational skills, the Intake Analyst is more involved in project initiation, whereas the Business Analyst focuses on detailed analysis and process improvement across departments.

What is a new business intake analyst?

A new business intake analyst is responsible for evaluating and processing new business opportunities, ensuring compliance with company policies and regulatory requirements. They often review documentation, coordinate with various departments, and use tools like CRM systems to facilitate onboarding and approval processes.

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Business Intake Analyst jobs near you

New Business Intake Analyst

Los Angeles, CA

Alston
See more jobs at Alstonexternal

$65K - $75K/yr

Full-time

Re-posted 14 days ago

Job description

THE FIRM

As a leading international law firm, we are dedicated to excellence through impactful communication, collaboration, and community involvement. Our company culture has earned us one of the "100 Best Companies to Work For" for 27 consecutive years. This honor, along with many others, highlights our commitment to innovation and professional development. At Alston & Bird LLP, our foundation is made of trust, reliability, and compassion.

JOB DESCRIPTION

Alston & Bird is conducting a search for, known internally as, a New Business Intake Analyst. The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research, preparation of conflict reports, prepare documents for storage and other related memoranda; data verification and data entry of client/matter information in Aderant, Intapp NBI Workflow and any other software systems developed to open new client/matters and assign client/matter numbers.

ESSENTIAL DUTIES

  • Perform conflicts of interest searches for new clients, matters, and laterals upon request.

  • Conduct detailed, extensive research from multiple sources; analyze the corporate business structure and history of potential clients and adversaries.

  • Process non-financial client and matter information change requests in compliance with firm policies.

  • Perform database research to facilitate processing of change requests.

  • Test and review new software systems.

  • Maintain or update workflow, form, and notification design templates in intake software.

  • Perform routine quality checks of data management: client, matter, parties and black book conflicts data.

  • Build, maintain and deliver a professional customer service attitude and relationship with all internal and external customers.

  • Verify uniqueness of client information and eliminate duplicates.

  • Assist other departments regarding inquiries for client/ matter data reports.

  • Make efficient use of time to handle workload.

  • Maintain the characteristics of a Top Echelon employee.

  • Perform other related Conflicts Department duties as required by Manager.

  • Aid with special projects.

SKILLS NEEDED TO BE SUCCESSFUL

  • Conflicts analysis expertise with the ability to conduct thorough and accurate conflicts searches using legal databases.

  • Advanced research, critical thinking analytical skills.

  • Strong interpersonal skills, including strong oral communication skills and the ability to communicate potentially detailed and complex information to personnel at all levels.

  • Excellent written communication skills and the ability to draft and execute complex communications including policies and procedures, instructional documents.

  • Working knowledge of ethical, legal, and risk management rules and requirements governing conflicts of interest and conflicts resolution process.

  • Detail oriented to ensure high levels of accuracy in data entry, document review, and identifying relevant conflicts.

  • Ability to multitask and manage multiple complex projects and deadlines.

  • Capable of executing priorities in a high-pressure environment.

  • Adapt to change in processes at any given time.

  • Self-starter with the ability to work independently with minimal supervision and takes the initiative to identify, analyze and resolve false positives without constant oversight.

  • Strong service orientation, and an ability to establish and maintain effective working relationships with internal customers, peers, office and firm management, and outside business partners.

EDUCATION & EXPERIENCE

  • Prior experience utilizing automated intake workflow system required.

  • Prior new business intake or conflicts experience in a law firm environment required.

  • Bachelor's degree or higher preferred.

The salary range for this position is $65,000-$75,000 and represents the firm's good faith minimum and maximum range for this role at the time of the posting. The actual compensation offered to a candidate will be dependent on a variety of factors including, but not limited to, the candidates experience and qualifications. This range is specific to our Los Angeles office and may not be applicable to other locations.

EQUAL OPPORTUNITY EMPLOYER

Alston & Bird LLP is an Equal Opportunity Employer does not discriminate on the bases of any status protected under federal, state, or local law. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status or disability in relation to our recruiting, hiring, and promoting practices.

The statements contained in this position description are not necessarily all-inclusive, additional duties and responsibilities may be assigned, and requirements may vary from time to time.

Professional business references and a background screening will be required for all final applicants selected for a position.

If you need assistance or an accommodation due to a disability you may contactdonavan.mclean@alston.com.

Alston & Bird is not currently accepting resumes from agencies for this position. If you are a recruiter, search firm, or employment agency, you will not be compensated in any way for your referral of a candidate even if Alston & Bird hires the candidate.

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