Case Manager

At Veritext, we focus on the details – so legal teams can focus on the case.

About the role:

Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Case Manager (California Region) it is your duty to ensure that our clients and receive excellent service, as their designated point of contact.

This role is hybrid, reporting to the Los Angeles office or Costa Mesa office.

What you'll get to do:

Work collaboratively with Veritext colleagues, exhibiting Veritext Values

Ensure that all client (internal and external) communications are handled in a professional, timely and courteous manner

Communicate necessary information timely, accurately and effectively; report incidents to management

Welcome new projects and ideas; continuously work to enhance job knowledge while bringing value to role

Take ownership of your work; follow-thru until final resolution

The kind of teammate we’re looking for:

3+ years of related experience

Proficiency in MS Office required

Customer service oriented with strong interpersonal skills and the ability to communicate and interact effectively

Dedicated professional with the ability to respond to requests promptly and accurately

Must be detail oriented, organized, be able to multi-task and work under pressure to meet or exceed deadlines

Proactive and motivated with strong problem solving and follow up skills

Understand Veritext products and services, their value and commensurate fees

Fully understand and utilize all Vision functions as they relate to your position and their impact on other functions, departments, myVeritext, reporter portal, etc

Participate and absorb all trainings including Veritext University, Summer Camp, in-person development sessions, etc

Understand Company targets and strive to meet and exceed

Ensure that departmental training materials are current, effective and utilized

Use Vision workflow to ensure all aspects of your activities are completed accurately and timely

Be an active participate in the phone queues and Front mailboxes while meeting Operations Excellence goals

Aligns correct products/services information including features and benefits to client needs

Establish and manage cases within Vision; Be proactive in your approach

Fulfill client requests timely (in accordance with service-level agreements) including Revised Orders, special client requests, etc AND take appropriate action

Resolve issues and/or escalate as needed; coordinate/partner with applicable departments and/or colleagues (i.e. Billing, Account Executive / Sales Dept., Client Services, Cash Apps.) to ensure prompt and accurate resolution

Communicate necessary information timely and accurately to all parties, including clients, back office staff, sales and vendors

Be responsible for contacting subcontractors on order changes and ensure they are fulfilled; follow-up! Notify reporters of dailies, expedites, etc.

Treat mediators, co-workers, reporters, videographers as "key members of our team"; go out of your way for them

Track incidents according to protocol

Proactively track assignment deadlines and; follow up with reporters and vendors to ensure timely delivery to clients

Treat all Veritext Intra-Company jobs, consistent with Veritext standards

Ensure that all Vision entries (standing orders, notes, etc.) are clear, concise and consistent client specifications

Encourage use of and manage all aspects of MyVeritext, including setting up USER ID's, establishing security rights and training users on features

Ensure coverage for all urgent after-hour requests that require immediate assistance/response before next business day

Take ownership of managing all aspects of scheduling mediations and arbitrations

Recommend and implement improvements in process and procedures

Analyze data using all relevant tools and present solutions and ideas

Assist clients with scheduling and preparing confirmation letters, notice of mediations, Mediator’s Reports to Courts

Represent Veritext as a SPOC along with Account Executive for all scheduling, transcripts, standing orders, etc for the large cases they are responsible for

What’s in it for you:

Competitive compensation and total rewards package including comprehensive medical, dental and vision insurance as well as company-paid life insurance, short-term and long-term disability insurance

Healthy work-life balance: hybrid work structure, paid time off, Paid Parental Leave, tuition reimbursement and more

Employee equity and referral programs: when we succeed, you succeed!

Extensive mental health and wellness benefits – to help you feel your best and thrive personally and professionally

Matched 401(k) to help you save for your future

Veritext Cares: our commitment to making a difference beyond the workplace, supporting local causes and paying it forward to the communities we live and work in

Earned wage access: get a portion of the wages you earned prior to payday

Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth

Engaging, collaborative, inclusive culture that values curiosity, initiative, and creativity with unique programs like Veritext Summer Camp and Wellness Week– because work should be rewarding and fun!

About Veritext:

Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America.

Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security (including HIPAA and PII compliance) ensures that Veritext clients have the best tools available and the confidence of working with the market leader.

About this posting:

Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range. Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.