Client Account Specialist

2 weeks ago

San Francisco Bay Area, United States 3 Bridge Networks Full time

The Client Account Specialist, reporting to the Client Account Manager, is responsible for executing the billing and collection strategy for assigned partners or office/practice groups, ensuring compliance with firm best practices and client requirements. This position collaborates with partners, practice groups, and other Finance teams, including client reporting and revenue operations, to ensure timely and accurate billing and payment processes.


Core Functional Responsibilities

  • Oversee the billing and collection process to ensure accurate and timely invoicing and payment for assigned partners, practice groups, and offices.
  • Monitor monthly aging AR reports for assigned partners, taking appropriate actions to ensure invoices are paid on time and in full. Follow up on underpayments and assist in resolution when necessary.
  • Maintain key finance reports (e.g., projections, billing/AR comments) daily to provide timely, quality updates for Senior Management.
  • Manage complex billing processes, ensuring accuracy and timeliness in billing and collections.
  • Escalate any billing or collection issues to the Client Account Manager and follow up with assigned partners as needed.
  • Respond to billing and AR inquiries, ensuring accurate preparation of bills, including detailed narrative descriptions, transfers, and on-account applications.
  • Advise assigned partners by reviewing their SOE, understanding billing arrangements, and determining billing frequency for each matter and client.
  • Review and comply with Engagement Letters and Outside Counsel Guidelines to ensure all client requirements are met. Monitor timekeeper diaries and costs for compliance with client guidelines.
  • Work closely with internal teams, including Pricing Operations and e-billing, to ensure accurate invoicing, submission requirements, and reporting.
  • Lead UBT/AR meetings with assigned partners, preparing for discussions and ensuring follow-up on action items.
  • Ensure successful submission of E-Billing through Billblast or directly through clients' third-party E-Billing vendors.
  • Collaborate with Client Account and Revenue Operations teams to streamline the billing process and enhance efficiencies.
  • Participate in testing and validating billing system functionality and reporting upgrades.
  • Support the Client Account team with day-to-day operations, adhering to firm policies and procedures.
  • Assist with ad hoc client analysis projects and handle complex portfolios, including special projects as assigned.
  • Document partner requirements and client expectations to facilitate clear communication and collaboration within the team.


Core Competencies

  • Strong listening and communication skills, with the ability to articulate complex issues clearly.
  • Detail-oriented with a strong understanding of billing and collections processes, and excellent client service skills.
  • Effective in collaborative, consensus-driven environments, working with highly skilled professionals.
  • Demonstrates strong customer service for both internal and external clients.
  • Ability to work independently and make informed decisions, knowing when to escalate financial issues.
  • Proactive in anticipating client needs and addressing future requests based on trends.
  • Continuous improvement mindset, seeking ways to enhance processes and efficiency.
  • Leadership qualities, serving as a role model and subject matter expert to junior staff.


Job Requirements

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • 3-4 years of relevant billing and client relationship experience in a professional services or law firm environment.
  • Proficiency with Excel and Word.
  • Excellent writing, organizational, interpersonal, and communication skills.

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