Matter Intake Manager at Berkeley Research Group, LLC – Remote - USA, Pennsylvania

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.
Position Title: Matter Intake Manager

Location: Remote - USA

Position Type: Full time

Requisition ID: JR100536

Description: We do Consulting Differently

Berkeley Research Group seeks an experienced Matter Intake Manager to lead and oversee the firm’s contract intake and project setup processes. This leadership role requires a strategic mindset, strong organizational skills, and the ability to manage a team while ensuring compliance with firm policies and client requirements. The Manager will report to the Director of Revenue Operations and serve as a key liaison between Finance, Legal, and Operations, driving efficiency and accuracy across all intake workflows.

The ideal candidate will demonstrate exceptional leadership, critical thinking, and communication skills, with a proven ability to manage competing priorities in a dynamic environment.

Key Responsibilities

• Leadership & Oversight
  • Manage and mentor the Contract Intake team, providing guidance, training, and performance feedback.
  • Establish and enforce best practices for new business intake and project setup processes.
  • Monitor workload distribution and ensure timely completion of all intake activities.
• Process Management & Compliance
  • Oversee review of all matter and contract setup to ensure proper interpretation and compliance with firm standards.
  • Ensure accurate project setup for billing, revenue recognition, and reporting in alignment with ASC 606 and client guidelines.
  • Maintain and update documentation of intake processes, workflows, and policies.
• Cross-Functional Collaboration
  • Serve as primary point of contact for Finance, Legal, Tax, FP&A, and other teams regarding contract and project setup issues.
  • Partner with IT and Data Analytics teams to optimize systems and reporting capabilities.
  • Escalate and resolve complex contractual or billing issues in collaboration with senior leadership.
• Strategic Initiatives
  • Identify opportunities for process improvement and automation to enhance efficiency and accuracy.
  • Lead quarterly project closure reviews and ensure compliance with firm standards.
  • Support ad hoc projects and contribute to strategic planning for intake operations.

Required Skills & Qualifications

• Bachelor’s degree required; advanced degree or certification in finance, accounting, or legal administration preferred.
• Minimum 5+ years of experience in contract intake, billing, or related operations, with at least 2 years in a supervisory or managerial role.
• Strong analytical and reasoning skills with ability to interpret complex contracts and financial data.
• Proven leadership and team management experience.
• Excellent communication skills, both oral and written, with ability to interact effectively with senior management and Experts.
• Advanced organizational and time management skills; ability to prioritize and delegate effectively.
• Proficiency in Microsoft Office Suite; experience with Workday, InTapp, and 3E/Elite preferred.

Additional Qualifications:

• Background in legal billing, conflicts, finance, or data analysis is a plus.
• Knowledge of ASC 606 Revenue Recognition concepts strongly preferred.

Salary Range: $95,000 - $120,000

Candidate must be able to submit verification of their legal right to work in the U.S., without company sponsorship.

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About BRG

BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart—and gets you ahead.

At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe.

Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world.

At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities