NBI Manager

Jobtailor

Washington (District of Columbia)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Job summary

Dentons in Washington, DC seeks an experienced New Business Intake Manager to oversee intake processes, ensure policy compliance, and lead a diverse team across multiple regions.

You will coordinate client and matter data, supervise deadlines, and drive improvements in risk and process efficiency. Strong leadership and communication are essential for success in a fast-paced environment.

Qualifications

  • Bachelor’s degree or equivalent experience required.
  • 6+ years of experience overseeing a new business intake process.
  • Proven ability to manage a team with diverse personalities, skill sets, and priorities.
  • Strong, credible leadership presence with ability to guide, coach, and support team members.
  • Ability to balance multiple priorities in a fast-paced environment.
  • Self-starter with excellent interpersonal, written, and verbal communication skills.
  • Ability to ensure compliance with Firm policies and control procedures.
  • Ability to clearly explain problems and issues to partners and clients and contribute proactively to resolution.
  • Strong organizational skills, accuracy, and attention to detail.
  • Excellent proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Technical proficiency with Elite 3E/Aderant and InTapp preferred.
  • Ability to work independently and effectively with individuals at all levels, locally and remotely as part of a larger team.

Responsibilities

  • Review client, matter, and billing information on New Business Intake forms for completeness and accuracy, modifying data as needed.
  • Process DentonsOpen client and matter maintenance forms through Finance, Final Finance Review, and Final Risk Review steps.
  • Coordinate creation and updates of Jira requests for the DUS region.
  • Ensure credit allocations are set up in matter forms to reflect reporting requirements.
  • Manage the assigned team by assigning work, monitoring quality and timeliness, resolving issues, providing training and mentorship, and assessing performance.
  • Manage matter updates related to the Departing Lawyer process, including credit allocation changes and matter closures.
  • Manage large intake processes for lateral hires and specialty groups, coordinating client and matter number creation.
  • Identify matters requiring escalation to a senior Finance team member.
  • Manage department records, including the advance waiver chart and related documentation, and oversee associated scanning efforts.
  • Manage review and updating of the Firm’s internal compliance policies and procedures.
  • Assist with matter opening and intake training for new hires.
  • Monitor the DentonsOpen support mailbox and respond to U.S. end-user inquiries.
  • Participate in the Global Enhancement Working Group with members from other regions.
  • Review client release letters, coordinate electronic file transfers with IT, coordinate matter closures, and partner with other regions on matters identified as WTMs.
  • Assist with projects and ad hoc assignments as required.
  • Perform other duties assigned to meet position requirements.

Skills

New Business Intake Process
Team Leadership
Compliance Assurance
Credit Allocation Management
Matter Closure Management
Performance Assessment
Organizational Skills
Attention to Detail
Issue Resolution
Project Management

Education

Bachelor’s degree or equivalent experience

Tools

Elite 3E
Aderant
InTapp
Jira
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook

Job description

  • Review client, matter, and billing information on New Business Intake forms for completeness and accuracy, modifying data as needed
  • Process DentonsOpen client and matter maintenance forms through Finance, Final Finance Review, and Final Risk Review steps
  • Coordinate creation and updates of Jira requests for the DUS region
  • Ensure credit allocations are set up in matter forms to reflect reporting requirements
  • Manage the assigned team by assigning work, monitoring quality and timeliness, resolving issues, providing training and mentorship, and assessing performance
  • Manage matter updates related to the Departing Lawyer process, including credit allocation changes and matter closures
  • Manage large intake processes for lateral hires and specialty groups, coordinating client and matter number creation
  • Identify matters requiring escalation to a senior Finance team member
  • Manage department records, including the advance waiver chart and related documentation, and oversee associated scanning efforts
  • Manage review and updating of the Firm’s internal compliance policies and procedures
  • Assist with matter opening and intake training for new hires
  • Monitor the DentonsOpen support mailbox and respond to U.S. end-user inquiries
  • Participate in the Global Enhancement Working Group with members from other regions
  • Review client release letters, coordinate electronic file transfers with IT, coordinate matter closures, and partner with other regions on matters identified as WTMs
  • Assist with projects and ad hoc assignments as required
  • Perform other duties assigned to meet position requirements
Requirements
  • Bachelor’s degree or equivalent experience required
  • 6+ years of experience overseeing a new business intake process
  • Proven ability to manage a team with diverse personalities, skill sets, and priorities
  • Strong, credible leadership presence with ability to guide, coach, and support team members
  • Ability to balance multiple priorities in a fast-paced environment
  • Self-starter with excellent interpersonal, written, and verbal communication skills
  • Ability to ensure compliance with Firm policies and control procedures
  • Ability to clearly explain problems and issues to partners and clients and contribute proactively to resolution
  • Strong organizational skills, accuracy, and attention to detail
  • Excellent proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook
  • Technical proficiency with Elite 3E/Aderant and InTapp preferred
  • Ability to work independently and effectively with individuals at all levels, locally and remotely as part of a larger team
Core Competencies

Demonstrates expertise in managing new business intake processes, ensuring compliance with firm policies, and leading diverse teams effectively. Proficient in utilizing tools like Elite 3E/Aderant and InTapp while maintaining strong organizational skills and attention to detail.

Highest-signal resume keywords
  • New Business Intake Management
  • Team Leadership
  • Compliance Assurance
  • Microsoft Office Proficiency
  • Elite 3E/Aderant Technical Proficiency
ATS Optimization Keywords
Hard Skills
  • New Business Intake Process
  • Compliance Policies
  • Data Modification
  • Credit Allocation Management
  • Matter Closure Management
  • Performance Assessment
  • Organizational Skills
  • Attention to Detail
  • Issue Resolution
  • Project Management
Soft Skills
  • Interpersonal Skills
  • Written Communication
  • Verbal Communication
  • Leadership Presence
  • Self-Starter
Industry Keywords
  • Client Intake
  • Matter Management
  • Billing Information
  • Risk Review
  • Department Records Management
  • Lateral Hire Processes
  • Compliance Procedures
  • Global Enhancement Working Group
Tools & Technologies
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Elite 3E
  • Aderant
  • InTapp
  • Jira
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