Job Description:1. Inbox Monitoring and Triage
Monitor shared pricing and budget inboxes
Triage incoming requests based on urgency and type (e.G., rate requests, budget updates, reporting asks)
Route requests to appropriate team members
2. Data Pulls and Reporting Support
Perform basic data pulls from structured systems (e.G., Cosine, financial systems, rate databases)
Generate simple reports and summaries (e.G., budget vs. Actual, list of timekeepers and rates)
3. Rate and Pricing Information Support
Respond to routine inquiries, including:
Standard rates by timekeeper/class
Client-specific rates and discounts
Pull information from approved systems and rate sheets (no independent judgment or rate setting required)
4. Budget Entry and Maintenance (Cosine)
Enter budgets into Cosine (matter planning system)
Update and maintain existing budgets
Set up and maintain budget alerts and notifications in accordance with team guidance
5. Data Entry in Service Now Workflows
PRP (pricing review process) –Enter new pricing arrangements for clients/matters
Answer simple questions or solicit answers from Pricing team
Assign new complex arrangements to Pricing Analysts
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The Custom Group of Companies