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Business Intake Jobs in Oregon (NOW HIRING)

Holland & Knight

Lateral Intake Coordinator

Portland, OR

$36.80 - $55.20/hr

Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and ...

Holland & Knight

Conflicts Attorney

Portland, OR · On-site

$144K - $216K/yr

Answer questions related to conflicts of interest, business intake, and other firm policies. * Erect and maintain ethical walls and other legal screens as required. * Monitor changes in ethics rules ...

Holland & Knight LLP

Conflicts Attorney

Portland, OR · On-site

Answer questions related to conflicts of interest, business intake, and other firm policies. * Erect and maintain ethical walls and other legal screens as required. * Monitor changes in ethics rules ...

Legacy Health

Rev Referral Intake Splst

Portland, OR · On-site

$23.43/hr

As a Revenue and Referral Intake Specialist , you are the important link between patients and ... Associate degree in business or healthcare, or equivalent experience, required. Experience:

Legacy Health

Rev Referral Intake Splst

Portland, OR · On-site

$23.43/hr

As a Revenue and Referral Intake Specialist , you are the important link between patients and ... Associate degree in business or healthcare, or equivalent experience, required. Experience:

The Caputo Group

HR Coordinator - Intake

Portland, OR · On-site

$22.25 - $29.25/hr

HR Coordinator - Intake The Caputo Group is a local, family-owned, professional employment ... Working collaboratively and directly with internal business partners, external business partners ...

Help At Home

Intake Client Associate

Salem, OR · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Understand their business needs and objectives to provide tailored solutions and drive account ...

The Caputo Group

HR Coordinator - Intake

Medford, OR · On-site

$22.25 - $29.25/hr

HR Coordinator - Intake The Caputo Group is a local, family-owned, professional employment ... Working collaboratively and directly with internal business partners, external business partners ...

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Business Intake information

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.

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 risk assessment. Strong analytical skills and attention to detail are essential for this role.

What cities in Oregon are hiring for Business Intake jobs?

Cities in Oregon with the most Business Intake job openings:

Business Intake jobs near you

Lateral Intake Coordinator

Holland & Knight

Portland, OR

$36.80 - $55.20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Holland & Knight rating

8.3

Company rating: 8.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

18th of 35 rated law firms

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position may be filled in our Denver, Seattle, or Portland office.

General Description:

We are seeking a Lateral Intake Coordinator to join our team. The Lateral Intake Coordinator will be responsible for assisting lateral partners with efficiently opening their portable work. This role collaborates with the Lateral Partner and across the firm to ensure that an incoming lateral partner's clients are cleared, opened, and data is organized correctly. The Lateral Intake Coordinator supports lateral partners during their onboarding process and subsequently works with the partner's assigned Practice Assistant to provide ongoing support once the partner's clients are set up.

Key Responsibilities and Essential Job Functions:

  • Inputs key data into Intapp Intake's request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process.

  • Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.

  • Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary.

  • Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc.

  • Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK.

  • Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team.

  • Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up.

  • Special project and duties as assigned.

Required Skills:

  • Ability to work well under pressure and manage multiple tasks simultaneously.

  • Excellent communication and interpersonal skills.

Required Qualifications & Education:

  • Bachelor's degree.

  • 3+ years of experience in a similar role, preferably within a law firm or professional services environment.

  • Strong understanding of client intake processes and data management.

Physical Requirements:

  • Ability to sit or stand for extended periods of time.

  • Moderate or advanced keyboard usage.

This position may be filled in multiple locations. In accordance with applicable Pay Transparency Laws, the pay range(s) for this position are listed below. These ranges may not be applicable to other locations. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package. Washington: $36.80 - $55.20 per hour Colorado: $33.40 - $50.10 per hour

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact ApplicantAccommodations@hklaw.com.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.

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