Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

New Business Intake Coordinator

$70k - $85k

Polsinelli

New Business Intake Coordinator

Polsinelli does not accept unsolicited resumes from search firms or agencies. Please, no phone calls or emails. Polsinelli, What a Law Firm Should Be is not just our tagline - it is what we live every day. We strive to create an environment where our team members are encouraged to bring their creativity and professional passions into the workplace so they can thrive. Are you a people person with a keen eye for detail who thrives in a professional environment and wants to be part of a dynamic team? We have the perfect role for an engaging professional like you. Polsinelli is seeking a New Business Intake (NBI) Coordinator. This role may be hired as hybrid or remote but must be located near a Polsinelli office.

POSITION SUMMARY

The NBI Coordinator is responsible for maintaining daily workflow, running conflict checks, making client and matter adjustments, and providing exceptional customer service. This role always requires a high level of accuracy and strict adherence to confidentiality.

CORE RESPONSIBILITIES

  • Complete detailed conflict of interest reports including necessary research in outside databases such as Dunn & Bradstreet, Secretary of State sites, company websites, and Google
  • Review matter information including engagement letters and rerunning of search logs that are expired
  • Notify attorneys of issues for matter opening process
  • Communicate with legal administrative assistants/attorneys with regards to questions on the status of requests, how to list parties, how to update requests, etc.
  • Assist with projects as needed and other duties as assigned
  • Maintain client and employee confidence; protect operations by safeguarding confidential information

CONSULT THE NBI REFERENCE MANUAL FOR PROPER PROCEDURES AND INFORMATION

EXPERIENCE AND EDUCATION

12 years of NBI or conflicts experience required

Prior legal industry new business intake or conflicts experience preferred

Bachelor's degree preferred, or an equivalent combination of education and experience

Proficiency in Microsoft Office applications and the use of online databases and resources (e.g., Dunn & Bradstreet and Secretary of State websites)

Proficiency in computerized conflicts and workflow software

Excellent analytical and research skills

Ability to compile, review, determine, and clearly communicate conflicts issues

Sound judgment in determining when assistance is needed in communicating with attorneys and legal assistants

Ability to work overtime on a regular basis as needed

The budgeted salary range for this position is $70,000 - $85,000 dependent on experience and location. As part of full-time employment associated with this position, Polsinelli PC offers the following benefits: Paid time off, sick time off, a referral program, medical insurance and benefits, dental insurance, vision insurance, life insurance, AD&D insurance, ID Theft insurance, long-term disability benefits, short-term disability benefits, Parking/Transit reimbursement (varies depending on location), 401(k) benefits, and employee assistance benefits.

Polsinelli PC is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the New Business Intake Coordinator in San Francisco, CA vacancy
  • $55k - $85k

     ...New Business Intake Coordinator A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for... 
    Suggested

    Direct Counsel

    San Francisco, CA
    7 hours ago
  • $80k - $90k

     ...company with showrooms in San Francisco, California, and Brooklyn, New York. Our mineral-based paints and plasters are among the...  ...with professionalism and warmth. Key responsibilities include coordinating tasks, supporting team members, and ensuring efficient workflow... 
    Suggested
    Full time
    For contractors
    Monday to Friday

    Color Atelier

    San Francisco, CA
    5 days ago
  • $185.76k - $232.2k

     ...continue to revolutionize how the world interacts, we're acquiring new skills and experiences that make work feel truly rewarding. Your...  ...Twilio Join the team as Twilio's next Sales Director, New Business - ISV. About the job This position is needed to run... 
    Suggested
    Local area
    Remote work
    Worldwide

    Twilio

    Daly City, CA
    1 day ago
  • $115k - $135k

     ...providers reclaim their time, build thriving businesses, and deliver better outcomes for their...  .... Responsibilities Research new verticals, market size and competitive landscape...  ...to launch and expand new verticals   Coordinate between internal stakeholders across... 
    Suggested
    Full time
    Work experience placement
    Private practice

    3Y Health

    San Francisco, CA
    1 hour ago
  • $136.8k - $237.6k

     ...The New Business Development Director is an experienced deal shaper that aligns to client imperatives and solves business problems that often combine Niche with the full breadth of Accenture services. They manage the opportunity from sales pursuit to close using deep... 
    Suggested
    Live in
    Work at office
    Local area

    Accenture

    San Francisco, CA
    3 days ago
  •  ...Strategy and New Business Development Manager Who We Are HP IQ is HP’s new AI innovation lab. Combining startup agility with HP’s global...  ...considerations, positioning, and ecosystem integration. Coordinate multi‑team strategic efforts across HP IQ and HP, bringing structure... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Hp Iq

    San Francisco, CA
    5 days ago
  •  ...About Nabi Nabi is building a new behavioral healthcare system to serve 100M patients...  ...clinical operations work, from clinician hiring coordination to process improvement, and take on...  .... What You'll Do Own patient intake end-to-end — run outbound calls and texts... 
    Full time
    Work at office

    Nabi

    San Francisco, CA
    1 hour ago
  • $107k - $130k

     ...Yes, you can build an exciting business AND have real-life real-...  ...and compliance leadership. Coordinate with finance and legal on financial...  .... Support expansion into new states by conducting...  ...service agreements, including intake, routing, execution, and storage... 
    Full time
    Contract work
    Local area

    Kikoff

    San Francisco, CA
    1 hour ago
  •  ...Chief Business Officer (CBO), Neuroscience About the Company Established specialized neuroscience start-up entering significant growth phase. Industry Biotechnology Type Privately Held About the Role The Company is in search of a Chief... 

    Confidential

    San Francisco, CA
    4 days ago
  • $258k - $348k

     ...design and collaboration, join us! Figma's Business Systems team enables our go-to-market,...  ...Procurement to prioritize initiatives, manage intake, and deliver business outcomes Represent...  ...If based in Figma's San Francisco or New York hub offices, this role has the annual... 
    Full time
    Remote work
    Work from home

    Figma

    San Francisco, CA
    4 days ago
  • $150k - $180k

     ...loyalty platform that consumer businesses use to engage their customers....  ...scalable, and ready to support new products and partners. You’ll identify...  ...network mandates.Build intake and tracking processes, assessing impact, and coordinating implementation across Ops and Engineering... 
    Work at office
    Flexible hours

    cardless

    San Francisco, CA
    6 hours ago
  • $174k - $262k

     ...overhead. Use Jira to support consistent execution (e.g., clean intake, clear work definitions, reporting views), and partner with tooling...  .... While this range reflects the minimum and maximum value for new hire salaries for the position across all US locations, the... 
    Work at office
    Local area
    Remote work

    Zendesk

    San Francisco, CA
    5 days ago
  • $170.6k - $234.2k

     ...Business Information Security Officer (BISO) The Business Information Security Officer (BISO) serves as the primary liaison between...  ...realities and objectives. Risk Management & Compliance Lead or coordinate cybersecurity risk assessments for the BU, including applications... 
    Full time
    Local area

    Dolby Laboratories

    San Francisco, CA
    3 days ago
  •  ...every day. If you're passionate about customer service and operations, this is the opportunity for you! Key Responsibilities Launch new customers on the product and ensure a seamless onsite experience. Manage quality and performance as a DoorDash representative.... 

    Abacus Service Corporation

    San Francisco, CA
    5 days ago
  •  ...challenges before they become widespread and persistent. You will be an active contributor to helping launch new pilot initiatives, as we test and build this business. Preferred Qualifications: Excellent verbal communication Attention to detail Ability to adapt... 
    Hourly pay
    Remote work
    Monday to Friday
    Weekend work

    Artech

    San Francisco, CA
    4 days ago
  •  ...contracting framework—including standardized intake workflows, self‑service playbooks, and...  ...communication between Legal and internal business units regarding contract status and...  ...demonstrated willingness and ability to learn new concepts/software/industries quickly. Strong... 
    Contract work
    Flexible hours

    Luma

    San Francisco, CA
    3 days ago
  • $221.6k - $332.4k

     ...model you believe in: clear intake paths, roadmapping, smart resourcing...  .... You are not here to just coordinate. You are here to elevate how...  ...& Creative team. It is a new function, created because we...  ...Customer Success, translating business needs into clear creative plans... 
    Freelance
    Flexible hours

    Harvey

    San Francisco, CA
    5 days ago
  • $95k - $115k

     ...responsible for supervising all shift coordinators, monitoring the timely...  ...tasks, and managing the intake, assignment, and reporting of...  ...career growth. Inclusion: Join a Business Resource Group and share...  ...Participate in recruiting and training new ARC personnel; conduct or... 
    Temporary work
    Work at office
    Remote work
    All shifts
    Flexible hours

    Ballard Spahr LLP

    San Francisco, CA
    2 days ago
  • $110k - $140k

     ...Business Operations Associate Harper is an AI-native commercial...  ...- and that breaks at ~1,000 new customers a month. Your job...  ...Touch the full lifecycle. Intake, onboarding, servicing, renewals...  ...week is follow-ups, chasing, coordination, and cleanup - the operational... 
    Work at office
    Immediate start
    Relocation
    Monday to Friday
    Shift work

    Harper Group

    San Francisco, CA
    1 day ago
  • $244k - $366k

     ...support, we’re scaling fast and defining a new category in real time. The work is...  ...across the product delivery lifecycle, from intake and prioritization through deployment and...  ...years of experience in a combination of business operations, management consulting, or B2B... 

    Harvey

    San Francisco, CA
    1 day ago
  • $150k - $210k

     ...platform, then design and own the legal intake and triage process, contract template library...  ...processes, and operational standards for new hires. What you'll bring 5+ years of...  ...audit processes and security compliance coordination, or exposure to AI‑related compliance workflows... 
    Full time
    Contract work
    Work at office
    Work from home

    Gamma

    San Francisco, CA
    1 day ago
  • $176k - $210k

     ...crypto solutions for financial institutions, businesses, governments and developers, we are...  ...for our suite of legal systems from legal intake process, templates and playbook library,...  ...Hands, Learning & Development resources, new hire onboarding, team onsites and other initiatives... 
    Full time
    Contract work
    Work at office
    Local area

    Ripple

    San Francisco, CA
    6 hours ago
  • $165k - $175k

    Regional Operations Specialist, New Development - RCFE license required This position will require travel throughout California. Senior Living experience required! Travel Requirements: Up to 95%+ Travel Required. Travel to assigned Communities based on need and priority... 
    Work experience placement
    Relocation

    Oakmont Management

    San Francisco, CA
    9 days ago
  •  ...B2B enterprise startup, is hiring a Strategy & Operations Lead, New Verticals to own expansion across the long tail of home services...  ...home services company, and is energized by talking directly to business owners to understand how their trades actually work. What you... 
    Internship

    Coastal Wave Recruiting

    San Francisco, CA
    22 days ago
  • $113k - $227.2k

     ...like RSM. RSM's International Tax Business practice is a national capability that focuses...  ...tax advisory and compliance needs in coordination with foreign tax advisors and applicable...  ...firms around the world Assist with new business development, extended service... 
    Work experience placement
    Internship
    Local area
    Worldwide

    RSM US LLP

    San Francisco, CA
    1 day ago
  •  ...We're looking for a Business Development Director to join our team, remote from the San Francisco or San Jose market. In this role, you will be responsible for driving new logo acquisition and expanding whitespace opportunities across EPAM's target industries.... 
    Remote job

    EPAM Systems

    San Francisco, CA
    21 hours ago
  • $199.83k - $249.78k

     ...fast—and our internal systems need to scale faster. As Director, Business Systems (M5) , you’ll own the strategy, architecture, and...  ...Operational Rigor, Security & Compliance Establish the operating model: intake, prioritization, documentation standards, testing, release/... 
    Contract work
    Remote work
    Flexible hours

    Armada

    San Francisco, CA
    3 days ago
  • $125k - $165k

     ...The Western Properties (WP) Business Manager, working under the direction of the Resident Controller, is responsible for the payroll maintenance...  ...upon request by VP & GM. Employee maintenance, setting up new employees/terminate employees as needed. Processes salary... 
    Local area

    Hearst Magazines Inc

    San Francisco, CA
    1 day ago
  • $100k - $125k

     ...Business Manager Connoisseur Media in San Francisco , CA , is seeking an experienced and detail-oriented Business Manager with a strong...  ...Supplies for all Departments Talent Report for payroll twice a month New Advertiser for input Annual FCC/EEO Report Job fair scheduling... 
    Work at office
    Remote work

    Elea Ecuador

    San Francisco, CA
    2 days ago
  • $80k - $85k

     ...About us Since 1942, SkyChefs has taken culinary excellence to new heights. As a trusted partner to the nation’s leading airlines...  ...Statement Ramp Operations Supervisor is responsible for overseeing and coordinating all ground-level activities related to aircraft catering and... 

    LSG Lufthansa Service Holding AG

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to New Business Intake Coordinator. Be the first to apply!