Data Coordinator (Spreadsheet Systems Management)
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Why Ryan
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
1. Client Transition Support: Assists in the design implementation and maintenance of processes that support the onboarding of large volumes of Ryan clients into RLS Legal Services Agreements. This involves working with Smartsheet to manage data from Ryans proprietary PropertyPoint system and Salesforce coordinating updates with tax consultants attorneys and the RLS India team.
2. Case Intake Operations: Supports the development and management of the case intake process using the Smartsheet-based Appeal Intake Portal which integrates with Lead Docket and Filevine. This includes handling both single and bulk case intake submissions ensuring data accuracy and proper system flow.
This position plays a key role in enabling the efficiency accuracy and scalability of RLSs legal services operations through hands-on execution and cross-functional collaboration.
***Open remotely anywhere in the U.S.***
Duties and responsibilities as they align to Ryans Key Results
People:
- Collaborate effectively with internal teams including consultants attorneys and the India-based team.
- Support the Operations Manager in executing project tasks and tracking progress.
- Maintain clear and professional communication with stakeholders at all levels.
Client:
- Assist in managing the intake of new client transitions and ensure accurate documentation of legal services agreements.
- Help maintain the appeal intake process to ensure timely case submissions by consultants.
- Respond to inquiries and requests from internal clients with attention to accuracy and service.
Value:
- Enter organize and validate large volumes of data from multiple systems (PropertyPoint Salesforce Smartsheet Lead Docket and Filevine).
- Identify and escalate issues or inefficiencies in workflows and contribute to improvements .
- Generate and maintain reports logs and dashboards to support operations and decision-making.
- Ensure consistent data handling and documentation practices to maintain quality and compliance
Education and Experience:
Bachelors degree or equivalent required. Excellent skills working with Excel spreadsheets Smartsheets and Outlook email.
Computer Skills:
To perform this job successfully it is very important that the individual has advanced skills in Microsoft Smartsheet Excel Outlook and Internet navigation and research. The candidate will be trained in third party software programs used by RLS including Lead Docket and Filevine.
Certificates and Licenses:
Valid drivers license required.
Supervisory Responsibilities:
Work with and/or leads a team to ensure efficiency accuracy and completion of tasks and projects. Delegates work and monitors progress in support of established goals and objectives.
Work Environment:
- Standard indoor working environment.
- Work remotely or in the Ryan Scottsdale office as preferred by the candidate.
- Occasional long periods of sitting while working at computer.
- Position requires regular interaction with employees at all levels of the Firm clients and interface with external vendors as necessary.
- No independent travel requirement.
Equal Opportunity Employer: disability/veteran
Required Experience:
IC
Key Skills
- Computer Science
- Active Directory
- Computer information Technology
- PowerShell
- OS
- Windows
- Database
- SCCM
- Linux
- SAN
- Troubleshoot
- Backup
- Setup
- Technical Support
- UNIX
About Company
Ryan is a global tax services, software, and technology firm providing an integrated suite of federal, state, local, and international tax services to companies across the world.
