Billing Senior Client Account Specialist

Overview

• Serve as a Senior Client Account Specialist, managing billing and collection strategies for assigned partners and practice groups.
• Collaborate with partners, practice leaders, and finance teams to ensure compliance with client requirements and firm best practices.
• Ensure timely and accurate billing processes, including adherence to outside counsel guidelines and client agreements.
• Monitor accounts receivable and take proactive actions to secure prompt payments and resolve underpayments.
• Prepare detailed billing reports and maintain accurate financial records for senior management review.
• Lead meetings with partners to discuss billing and accounts receivable statuses and address concerns.
• Collaborate with internal teams to optimize billing processes and ensure successful e-billing submissions.
• Participate in system upgrades and validate functionality for billing systems and reports.
• Support client account managers and advisors in daily operations and special projects.

Key Responsibilities & Duties

• Drive billing and collection processes for assigned partners and practice groups, ensuring accuracy and timeliness.
• Monitor accounts receivable reports and initiate actions to resolve payment delays or discrepancies.
• Prepare and update financial reports, including projections and billing comments, for management.
• Ensure compliance with client guidelines, billing arrangements, and engagement letters.
• Collaborate with finance teams to ensure accurate invoice submissions and reporting.
• Lead regular meetings with partners to address billing and accounts receivable concerns.
• Handle complex billing matters and provide expertise to junior staff as a subject matter expert.
• Support system upgrades and validate functionality for billing systems and reports.
• Participate in ad hoc client analysis projects and special assignments as needed.

Job Requirements

• Bachelor’s degree in Finance, Business Administration, or related field required.
• Minimum of 4-5 years of billing and client relationship experience in professional services or law firms.
• Proficiency in Microsoft Excel and Word, with strong technical billing skills.
• Excellent organizational, interpersonal, and communication skills with a detail-oriented approach.
• Ability to work collaboratively in a partnership environment and independently make informed decisions.
• Flexibility to work evenings and weekends to meet deadlines.
• Strong knowledge of billing and collections processes and ability to resolve issues effectively.
• Demonstrated leadership qualities and ability to mentor junior staff.
• Proactive in seeking improvements and anticipating client needs.