Job Title: Client Account Specialist
Job Responsibilities:
The Client Account Specialist (CAS) holds the responsibility for the complete ownership of the billing and collections cycle for designated portfolios of client matters. The primary duties include:
- Establishing, fostering, and maintaining professional and collaborative relationships with attorneys, business services personnel, and clients to ensure compliance with both attorney and client specifications.
- Managing all billing and collections processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
- Reviewing rates for accuracy, ensuring fee arrangements align with client outside counsel guidelines, and monitoring fee caps, tier discounts, accruals, and matter budgets. Escalating potential issues such as delayed billings or exceeding fee caps.
- Managing the proforma to final bill process, ensuring Matter Supervising Partners (MSP) receive accurate proformas and return them in a timely manner. Submitting finalized bills/eBills in the appropriate template format, adhering to attorney and client specifications, and ensuring final bills are submitted to the client and posted in the finance system.
- Collaborating with the eBilling Team regarding new client and matter eBilling set-ups and with the Client Maintenance Team to update appropriate fields according to client billing guidelines. Submitting invoices electronically and taking accountability for successful submission and troubleshooting issues. Proactively following up regarding acceptance and timely payment of eBills.
- Communicating directly with clients as requested or established, including following up on eBilling collections and contacting clients as needed. Concisely communicating arrangements with MSPs and clients regarding their matters, providing clients with requested information on any special billing or collection arrangements, and responding to all inquiries relating to the same.
- Responding to inquiries relating to accruals, billing, and payment information. Recommending solutions based on billing trends relating to realization and preparing ad hoc reports upon request.
- Preparing effective monthly billing and collections forecasts for assigned portfolios.
- Maintaining updated proforma status reports ensuring the system reflects the current status for all proformas.
- Establishing effective back-up support processes (cross-training and knowledge transfer) to ensure seamless support for all portfolio matters. Ensuring adequate coverage when out of the office and communicating to co-workers and attorneys ahead of time. Setting out-of-office messages.
- Participating in the continuous improvement of processes for own portfolio and for the Client Account Specialist group as a whole. Offering constructive recommendations and solutions, proposing streamlined processes, and actively solving problems.
- Encouraging participation in the Responsible Business program.
- Performing other duties as assigned.
Education and Experience Information:
- A Bachelor’s degree in accounting, finance, or a business discipline is required, or an equivalent combination of education and work experience.
- At least three (3) years of dedicated specialized billing, eBilling, collections, or account management experience.
- Hands-on experience performing complex accounting analysis.
- A background in a law firm or professional services is preferred.
Salary Information:
- In Washington, DC, the annualized salary range for this position is $61,000 to $69,000.
- In Colorado Springs, CO, the annualized salary range is $62,000 - $85,000.
- In Denver, CO, the annualized salary range is $63,000 - $87,000.
- The salary range depends on the candidate's overall experience and other job-related factors permitted by law.
Legal and Compliance Information:
This job description outlines the responsibilities of the position and may be changed from time to time as determined. The law firm is an Equal Opportunity Employer, ensuring all qualified applicants receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law. The law firm complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities.
