Operations Associate, Client Transition and Case Intake, RLS

Ryan LLC; Scottsdale (AZ); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Ryan LLC is looking for an Operations Associate to support Legal Services operations in Scottsdale. This role entails assisting in client onboarding and managing case intake processes using Smartsheet and Salesforce. Candidates should possess a bachelor's degree and relevant experience in professional services. The position offers a hybrid work option and generous benefits, including paid leave and tuition reimbursement.

Benefits

Hybrid Work Options

Generous Personal Time Off (PTO) Benefits

14-Weeks of Paid Leave for New Parents

401K with Employer Match

Tuition Reimbursement After One Year

Qualifications

• 3-5 years of experience in the professional services industry.
• Experience with Salesforce is a strong plus.
• Advanced skills in Microsoft Office products.

Responsibilities

• Support onboarding of clients into legal services agreements.
• Maintain the appeal intake process for timely case submissions.
• Generate and maintain operational reports and dashboards.

Skills

Effective written and verbal communication

Attention to detail

Strong multitasking and organizational skills

Project management

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Smartsheet

Microsoft Excel

Microsoft Access

Filevine

Lead Docket

Job description

Operations Associate, Client Transition and Case Intake, RLS page is loaded

Operations Associate, Client Transition and Case Intake, RLS

Apply locations Scottsdale time type Full time posted on Posted 2 Days Ago job requisition id R0017366

Why Ryan?

• Hybrid Work Options

• Award-Winning Culture

• Generous Personal Time Off (PTO) Benefits

• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

• Benefits Eligibility Effective Day One

• 401K with Employer Match

• Tuition Reimbursement After One Year of Service

• Fertility Assistance Program

• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Operations Associate, Client Transition and Case Intake – RLS supports the operational infrastructure of the Legal Services (RLS) business by assisting the Operations Manager in the execution of critical initiatives. This role focuses on two primary areas:

1. Client Transition Support: Assists in the design, implementation, and maintenance of processes that support the onboarding of large volumes of Ryan clients into RLS Legal Services Agreements. This involves working with Smartsheet to manage data from Ryan’s proprietary PropertyPoint system and Salesforce, coordinating updates with tax consultants, attorneys, and the RLS India team.

2. Case Intake Operations: Supports the development and management of the case intake process using the Smartsheet-based Appeal Intake Portal, which integrates with Lead Docket and Filevine. This includes handling both single and bulk case intake submissions, ensuring data accuracy and proper system flow.

The Operations Associate plays a key role in enabling the efficiency, accuracy, and scalability of RLS’s legal services operations through hands-on execution and cross-functional collaboration

Duties and responsibilities, as they align to Ryan’s Key Results

People:

• Collaborate effectively with internal teams, including consultants, attorneys, and the India-based team.
• Support the Operations Manager in executing project tasks and tracking progress.
• Maintain clear and professional communication with stakeholders at all levels.

Client:

• Assist in managing the intake of new client transitions and ensure accurate documentation of legal services agreements.
• Help maintain the appeal intake process to ensure timely case submissions by consultants.
• Respond to inquiries and requests from internal clients with attention to accuracy and service.

Value:

• Enter, organize, and validate large volumes of data from multiple systems (PropertyPoint, Salesforce, Smartsheet, Lead Docket, and Filevine).
• Identify and escalate issues or inefficiencies in workflows and contribute to improvements .
• Generate and maintain reports, logs, and dashboards to support operations and decision-making.
• Ensure consistent data handling and documentation practices to maintain quality and compliance

Education and Experience:
Bachelor’s degree or equivalent required. Three to five years of experience in the professional services industry. Experience working with Salesforce platform a strong plus. Experience at Ryan is preferred, but not required.

Computer Skills:
To perform this job successfully, it is very important that the individual has advanced skills in Microsoft Smartsheet, Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research. The candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine.

Essential Skills Required:

• Ability to work with large quantities of electronic data and data fields.
• Effective written and verbal communication skills
• Attention to detail
• Effective presentation skills
• Demonstrates accuracy and thoroughness
• Sense of urgency
• Demonstrates willingness to be flexible and adaptable to changing priorities
• Ability to work effectively both independently and in a team-based environment
• Strong multitasking and organizational skills
• Strong project management skills.
  

Certificates and Licenses:
Valid driver’s license required.

Supervisory Responsibilities:
Work with and/or leads a team to ensure efficiency, accuracy, and completion of tasks and projects. Delegates work and monitors progress in support of established goals and objectives.

Work Environment:

• Standard indoor working environment.
• Occasional long periods of sitting while working at computer.
• Position requires regular interaction with employees at all levels of the Firm, clients, and interface with external vendors as necessary.
• Independent travel requirement: 5%.

Equal Opportunity Employer: disability/veteran