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Senior Manager, Intake

🔥 23 hours ago

🇺🇸 United States – Remote

đź’µ $129k - $152.5k / year

⏰ Full Time

đźź  Senior

đź‘” Manager

đź‘» Ghost score 6%

infoinfo

🗣️🇪🇸 Spanish Required

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Logo of EvenUp

EvenUp

51 - 200 employees

đź’Ľ Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

EvenUp is a company that specializes in providing AI-driven solutions for personal injury law firms to enhance the efficiency and effectiveness of case handling and settlements. The company's Claims Intelligence Platform™ supports law firms by generating AI demand letters designed to capture every detail and maximize case value. Their suite of products, including MedChrons, Executive Analytics, Case Preparation, Negotiation Preparation, and Settlement Repository, leverages AI and data analytics to streamline legal processes, improve negotiation outcomes, and increase the likelihood of hitting policy limits. EvenUp is SOC2 and HIPAA certified, ensuring high standards of security and privacy for sensitive legal and medical data. The company aims to level the legal playing field by providing personal injury firms with tools that utilize proprietary data and expert insights to navigate complex cases with precision and speed.

đź“‹ Description

• Manage a large, multi-site intake team, including team leads, supervisors, and intake specialists across time zones • Own daily service levels, staffing coverage, and schedule adherence across a high-volume, extended-hours operation • Coach and develop supervisors; build career paths, performance plans, and a culture of accountability and empathy • Own relationships with nearshore and BPO vendors; define SLAs, KPIs, and vendor scorecards • Lead vendor selection, onboarding, ramp planning, and capacity forecasting • Manage bilingual English/Spanish intake coverage and ensure consistent quality and compliance • Conduct regular business reviews and drive continuous improvement on cost-per-signed-case and conversion • Define, track, and improve intake KPIs including speed-to-lead, contact/connect rates, lead-to-retainer conversion, retention, abandonment, and QA scores • Build dashboards and reporting for pipeline, funnel drop-off, and vendor performance visibility • Diagnose funnel bottlenecks and run conversion and time-to-sign experiments • Own the intake technology stack, CRM/case management, lead management and routing, telephony/dialer, e-signature, and workforce-management tools • Design and document workflows, call scripts, screening criteria, disqualification logic, routing, and follow-up cadences • Configure and optimize systems, automate manual steps, and ensure clean data flow through signed retainer • Build and maintain a QA/call-monitoring program with scorecards, calibration, and coaching feedback loops • Partner with Marketing on lead quality, source performance, and speed-to-lead handoffs • Coordinate with Case Management/Legal on case handoffs, sign-up packets, and documentation standards • Ensure compliance with client solicitation, consent, call recording, and data privacy rules

🎯 Requirements

• 6+ years of intake, contact-center, or client-services operations experience • 3+ years managing large teams, typically 30+ agents directly or through supervisors • Personal injury, mass tort, or legal-services intake experience • Bilingual (English/Spanish) or experience managing bilingual/LATAM nearshore operations • Direct experience managing nearshore and/or BPO/outsourced teams, including SLA definition, vendor management, scorecards, and capacity/ramp planning • Proven track record managing large remote/distributed teams and hitting service levels across multiple sites and time zones • Working command of CRM/case-management platforms, dialers/telephony, lead-routing, e-signature, and workforce-management tooling • Fluency with intake/contact-center metrics and ability to turn data into action • Strong people-leadership, coaching, and communication skills

🏖️ Benefits

• Choice of medical, dental, and vision insurance plans for you and your family • Additional insurance coverage options for life, accident, or critical illness • Flexible paid time off • Sick leave • Short-term and long-term disability • 10 US observed holidays • Canadian statutory holidays by province • A home office stipend • 401(k) for US-based employees • RRSP for Canada-based employees • Paid parental leave • A local in-person meet-up program • Equity

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