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PNC Intake Auditor & Sign-Up Coordinator

22448a9d D557 43fb 8c16 728884fb275b 9200719780932 2 · Irving, TX, US, Irving, TX · Remote · Active · $70,000–$80,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company22448a9d D557 43fb 8c16 728884fb275b 9200719780932 2
TitlePNC Intake Auditor & Sign-Up Coordinator
Normalized title-
Department / team-
LocationIrving, TX, United States
Work modelRemote / Remote
Employment type-
Salary$70,000–$80,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-18 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Irving.Open
Work model jobsActive Remote postings.Open
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Linked records

Company22448a9d D557 43fb 8c16 728884fb275b 9200719780932 2
Sourceb9c03ace-8626-4f67-8981-dea5521b6aae
ATS providerADP Workforce Now Recruiting

Description

Title: PNC Intake Auditor & Sign-Up Coordinator Location: Dallas Salary: $70,000 – $80,000 Dallas, TX • Full-Time • On-Site Top Texas personal injury law firm seeks a highly organized, assertive, and mobile non-lawyer operations professional to serve as the office point person for Potential New Client (PNC) sign-up follow-up in our Dallas office. Our law firm has been named a "Best Place to Work" in the country. This position reports directly to the Director of Intake Operations. Job Summary This position exists to protect our sign-up pipeline. The person in this role is responsible for monitoring every priority PNC in the office, auditing attorney follow-up, observing live phone activity for professionalism and closing discipline, and ensuring that all required intake facts are entered into Salesforce immediately and accurately. This is not a desk job. The person in this role will move actively throughout the office, know who is handling PNC calls at any given moment, sit in on live intake activity, and report directly to firm leadership. The position works closely with attorneys, office managers, and central operations. High level of attention to detail is required. Must have the ability to manage deadlines with multiple priorities, work under pressure, and appropriately handle confidential information. Impeccable judgment, discretion, respect, and integrity are required. Must appreciate a fast-paced environment. Job Responsibilities Reports to the Director of Intake Operations, with daily coordination with Office Management. Serve as the Dallas office point person for priority PNC monitoring, sign-up follow-up, and intake quality assurance. Identify, flag, and track every priority PNC from first contact through signed status. Audit attorney follow-up to confirm wanted PNCs receive timely, documented contact and a clear next step. Observe and review inbound and outbound sign-up calls for professionalism, urgency, empathy, fact capture and closing discipline. Walk the office floor continuously throughout the day; pop into live PNC calls; monitor real-time intake activity. Review night, weekend, and web-origin PNCs each morning to confirm timely first touch and proper ownership has occurred through the evenings and weekends. Verify that intake facts, notes, dispositions, and required fields are entered into Salesforce immediately after every meaningful contact. Confirm Salesforce stage and status accurately reflect the real-world condition of every priority PNC. Escalate stalled sign-ups, missing facts, poor call handling, and broken follow-up the same day, in writing, to the responsible attorney, manager and central operations. Coordinate real time corrective action with attorneys and office leadership on case signups. Maintain Salesforce queue views, exception reports, and SLA timers; act on the queue throughout the day. Prepare the daily Office PNC Exception Report and the weekly office scorecard. Identify coaching opportunities and repeat-offender trends; surface them to the Office Manager and the Director of Intake Operations. Other duties as assigned. Education and Experience Associate or bachelor’s degree required. Three or more years of experience in legal intake, admissions, sales operations, call-quality auditing, client services, or comparable workflow-heavy roles. Experience with Salesforce or another major CRM is strongly preferred; Salesforce dashboard, queue view, and task experience preferred. Prior experience in a personal injury, plaintiff-side, or contingency-fee environment strongly preferred. Spanish-language ability is preferred. Must have clean criminal history. Must be able to work holidays, weekends, and overtime as needed. Competencies Superb organizational and time-management skills, with meticulous attention to detail. Strong follow-through and assertive but professional command presence around attorneys and office leadership. Must be able to work under pressure and adhere to deadlines. Outstanding attendance and punctuality. Excellent written and verbal communication skills; researching and problem-solving skills. Ability to handle highly confidential information with professionalism and integrity. Excellent phone instinct and client-service awareness. Ability to move continuously throughout the office rather than work only from a desk. Teamwork capacity, including the ability to establish and maintain healthy working relationships with people in the department and the organization in general. Ability to use logic and reasoning to understand, analyze, and evaluate situations and exercise good judgment to make appropriate decisions. Excellent client service skills and ability to promote and maintain a strong commitment to the mission and values of the organization. Ideal Candidate Traits Aggressive about follow-up; relentless on details. Mobile, hands-on, and proactive — does not wait to be told. Calm under pressure; comfortable holding professionals accountable. Highly credible with lawyers and managers. Strong listener; naturally observant. Focused on protecting revenue and client experience. Compensation and Benefits Starting salary band: $70,000 – $80,000 annually, commensurate with experience. Health insurance, dental insurance, vision insurance. 401(k) with 4% match. Paid vacation and sick leave. Gym membership. Work Location and Schedule On-site at the Dallas, TX office (75039). Standard schedule with required rotational coverage of weekend and overnight PNC review windows. This is not a remote position. How to Apply Submit resume and a brief written description of a time you identified and resolved a follow-up breakdown in a fast-paced operations environment. Apply through the firm's standard hiring portal or directly to the Director of Intake Operations. #IND-HP

Full job record

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TitlePNC Intake Auditor & Sign-Up Coordinator
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Last Seen At2026-06-06 12:44:19Z
Last Checked At2026-06-06 12:44:19Z
Last Changed At2026-06-06 12:44:19Z
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    "requisitionDescription": "<div><div><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-top:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in;' data-pasted=\"true\"><strong><span style=\"font-size:21px;color:#0A2540;\">Title: PNC Intake Auditor &amp; Sign-Up Coordinator</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-top:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in;'><strong><span style=\"font-size:21px;color:#0A2540;\">Location: Dallas</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:4.0pt;'><strong><span style=\"font-size:19px;color:#0A2540;\">Salary: $70,000 &ndash; $80,000</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:10.0pt;'><strong><span style=\"color:#A22929;\">Dallas, TX </span></strong><strong><span style=\"color:#A22929;\">&bull; Full-Time &bull; On-Site</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:7.0pt;text-align:justify;line-height:125%;'><span style=\"color:#1A1A1A;\">Top Texas personal injury law firm seeks a highly organized, assertive, and mobile non-lawyer operations professional to serve as the office point person for Potential New Client (PNC) sign-up follow-up in our Dallas office. Our law firm has been named a &quot;Best Place to Work&quot; in the country. This position reports directly to the Director of Intake Operations.</span></p><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Job Summary</span></strong></h2><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:7.0pt;text-align:justify;line-height:125%;'><span style=\"color:#1A1A1A;\">This position exists to protect our sign-up pipeline. The person in this role is responsible for monitoring every priority PNC in the office, auditing attorney follow-up, observing live phone activity for professionalism and closing discipline, and ensuring that all required intake facts are entered into Salesforce immediately and accurately. This is not a desk job. The person in this role will move actively throughout the office, know who is handling PNC calls at any given moment, sit in on live intake activity, and report directly to firm leadership. The position works closely with attorneys, office managers, and central operations. High level of attention to detail is required. Must have the ability to manage deadlines with multiple priorities, work under pressure, and appropriately handle confidential information. Impeccable judgment, discretion, respect, and integrity are required. Must appreciate a fast-paced environment.</span></p><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Job Responsibilities</span></strong></h2><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><ul style=\"margin-bottom:0in;margin-left: 17px;\"><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Reports to the Director of Intake Operations, with daily coordination with Office Management.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Serve as the Dallas office point person for priority PNC monitoring, sign-up follow-up, and intake quality assurance.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Identify, flag, and track every priority PNC from first contact through signed status.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Audit attorney follow-up to confirm wanted PNCs receive timely, documented contact and a clear next step.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Observe and review inbound and outbound sign-up calls for professionalism, urgency, empathy, fact capture and closing discipline.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Walk the office floor continuously throughout the day; pop into live PNC calls; monitor real-time intake activity.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Review night, weekend, and web-origin PNCs each morning to confirm timely first touch and proper ownership has occurred through the evenings and weekends.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Verify that intake facts, notes, dispositions, and required fields are entered into Salesforce immediately after every meaningful contact.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Confirm Salesforce stage and status accurately reflect the real-world condition of every priority PNC.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Escalate stalled sign-ups, missing facts, poor call handling, and broken follow-up the same day, in writing, to the responsible attorney, manager and central operations.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Coordinate real time corrective action with attorneys and office leadership on case signups.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Maintain Salesforce queue views, exception reports, and SLA timers; act on the queue throughout the day.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Prepare the daily Office PNC Exception Report and the weekly office scorecard.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Identify coaching opportunities and repeat-offender trends; surface them to the Office Manager and the Director of Intake Operations.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Other duties as assigned.</span></li></ul></div><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Education and Experience</span></strong></h2><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><ul style=\"margin-bottom:0in;margin-left: 17px;\"><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Associate or bachelor&rsquo;s degree required.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Three or more years of experience in legal intake, admissions, sales operations, call-quality auditing, client services, or comparable workflow-heavy roles.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Experience with Salesforce or another major CRM is strongly preferred; Salesforce dashboard, queue view, and task experience preferred.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Prior experience in a personal injury, plaintiff-side, or contingency-fee environment strongly preferred.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Spanish-language ability is preferred.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Must have clean criminal history.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Must be able to work holidays, weekends, and overtime as needed.</span></li></ul></div><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Competencies</span></strong></h2><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><ul style=\"margin-bottom:0in;margin-left: 17px;\"><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Superb organizational and time-management skills, with meticulous attention to detail.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Strong follow-through and assertive but professional command presence around attorneys and office leadership.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Must be able to work under pressure and adhere to deadlines.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Outstanding attendance and punctuality.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Excellent written and verbal communication skills; researching and problem-solving skills.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Ability to handle highly confidential information with professionalism and integrity.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Excellent phone instinct and client-service awareness.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Ability to move continuously throughout the office rather than work only from a desk.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Teamwork capacity, including the ability to establish and maintain healthy working relationships with people in the department and the organization in general.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Ability to use logic and reasoning to understand, analyze, and evaluate situations and exercise good judgment to make appropriate decisions.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Excellent client service skills and ability to promote and maintain a strong commitment to the mission and values of the organization.</span></li></ul></div><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Ideal Candidate Traits</span></strong></h2><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><ul style=\"margin-bottom:0in;margin-left: 17px;\"><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Aggressive about follow-up; relentless on details.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Mobile, hands-on, and proactive &mdash; does not wait to be told.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Calm under pressure; comfortable holding professionals accountable.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Highly credible with lawyers and managers.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Strong listener; naturally observant.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Focused on protecting revenue and client experience.</span></li></ul></div><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Compensation and Benefits</span></strong></h2><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;'><ul style=\"margin-bottom:0in;margin-left: 17px;\"><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Starting salary band: $70,000 &ndash; $80,000 annually, commensurate with experience.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Health insurance, dental insurance, vision insurance.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">401(k) with 4% match.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Paid vacation and sick leave.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;border:none;\"><span style=\"color:#1A1A1A;\">Gym membership.</span></li></ul></div><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>Work Location and Schedule</span></strong></h2><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:7.0pt;text-align:justify;line-height:125%;'><span style=\"color:#1A1A1A;\">On-site at the Dallas, TX office (75039). Standard schedule with required rotational coverage of weekend and overnight PNC review windows.&nbsp;</span><strong><span style=\"color:#1A1A1A;\">This is not a remote position.</span></strong></p><h2 style='margin-top:8.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;font-size:21px;font-family:\"Aptos Display\",sans-serif;color:#0F4761;border:none;font-weight:normal;'><strong><span style='font-size:20px;font-family:\"Calibri\",sans-serif;color:#0A2540;'>How to Apply</span></strong></h2><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-bottom:7.0pt;text-align:justify;line-height:125%;'><span style=\"color:#1A1A1A;\">Submit resume and a brief written description of a time you identified and resolved a follow-up breakdown in a fast-paced operations environment. Apply through the firm&#39;s standard hiring portal or directly to the Director of Intake Operations.</span></p><p style='margin:0in;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;border:none;margin-top:6.0pt;'><span style=\"font-size:12px;color:#5A5A5A;\">#IND-HP</span></p></div></div>\n",
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