CRM & Business Systems Specialist handling Zoho applications for an energy startup. Collaborating with teams to enhance business processes and develop system solutions.
About the role
- Experienced Business Operations Specialist at Boeing managing legal spending and matter management processes. Collaborating with legal teams to ensure efficient support across sensitive matters.
Responsibilities
- Support our Legal Spend and Matter Management team.
- Provide critical support for tracking and processing outside counsel spending.
- Contribute to matter management, data analysis, reporting, and process improvement.
- Monitor the rates mailbox and assist with matter questions.
- Perform data extraction and reporting.
- Provide system quality control and handle expedited firm payments.
- Resolve invoice and payment issues and onboard new firms.
- Review agreements for compliance and audits, manage firm changes, conduct year-end audits and accruals.
- Create instructional materials and provide training to new hires and refresher sessions.
Requirements
- 1+ years of experience with legal spend management within a corporate law environment or similar function.
- Proficiency with Passport including complex matter, firm, and timekeeper management.
- Strong analytical skills with ability to interpret data, prepare reports for executive review and present findings clearly.
- Excellent written and verbal communication skills.
- Proven organizational skills, with ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Experience with dashboard development and maintenance, document management, and process improvement.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and ability to learn new systems quickly.
- Ability to work independently and collaborate effectively with leadership, colleagues, clients, and cross-functional teams.
- Demonstrated ability to maintain confidentiality and handle sensitive matters with integrity.
Benefits
- Health insurance
- Flexible spending accounts
- Health savings accounts
- Retirement savings plans
- Life and disability insurance programs
- Paid time away from work
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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