Overview
This role supports expert-led projects by managing case workflows, coordinating resources, and maintaining accurate documentation throughout the case lifecycle. You will help ensure smooth operations from case intake through case completion and serve as a key liaison between internal teams, external partners, and clients.
Remote Requirements
This is a fully remote position. Candidates must reside in the United States within the Central Time Zone to support collaboration with team members and clients.
Responsibilities
- Assist experts in maintaining project workflow from case intake to completion by:
- Determining case eligibility and project scope
- Planning for case needs
- Creating and monitoring project schedules to manage deadlines
- Coordinating and monitoring the receipt of records and the provision of services
- Initiating records requests and searches
- Disseminating information between experts and clients
- Tracking case progress
- Maintain project records by documenting events and completion status
- Work with experts to handle project issues as they arise
- Interact with parties inside and outside the organization
- Provide case status and case information in response to requests verbally and in writing
- Improve workflow by analyzing outcomes, monitoring variances, identifying trends, and recommending actions to management
- Support client service quality
- Perform additional duties as assigned
Requirements
- 2+ years of experience in case management, project coordination, legal support, or a related professional services environment
- High school diploma or equivalent required; some college coursework or an associate degree preferred
- Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office and Salesforce, NetSuite, Egnyte, or similar case management and document management systems
- Self-motivated with attention to detail and accuracy
Compensation & Benefits
- Competitive salaries
- Flexible vacation and paid holidays
- Paid family care/sick leave
- Parental leave
- Medical, Dental, Vision + more
- 401k with match
- Career growth
- Remote work
- Commitment to work-life balance
Additional Notes
As part of the recruitment process, AI-assisted tools may be used to support candidate screening and evaluation. These tools are designed to assist—rather than replace—human decision-making, and employment decisions are made by the recruiting team in accordance with applicable laws and equal employment opportunity commitments. Where required by law, additional information about the use of these tools will be provided, including their purpose, along with alternative processes or accommodations upon request.