Billing Specialist

Position Overview

The Billing Specialist is responsible for ensuring that client accounts remain at the required financial threshold and do not fall into a negative balance. This role requires proactive communication with clients, problem-solving skills, and the ability to collaborate effectively with the legal team to ensure smooth case management. The Billing Specialist plays a vital role in maintaining client trust and satisfaction by combining strong financial oversight with exceptional customer service.

Qualifications

• Prior experience in accounts receivable, billing, or client financial services preferred (law firm or professional services experience a plus).
• Strong communication skills with the ability to explain financial matters clearly and compassionately.
• Problem-solving mindset with the ability to create workable financial solutions for clients.
• Highly organized with excellent attention to detail.
• Able to work collaboratively in a team-oriented environment.
• Proficiency in billing/accounting software and Microsoft Office Suite (experience with Clio Manage or similar systems preferred).
• Customer service-oriented with the ability to handle sensitive and emotional client situations with professionalism.

Key Responsibilities

• Proactively monitor and manage client accounts to ensure balances remain at or above the required financial threshold.
• Initiate timely and professional communication with clients regarding account status, replenishment requirements, and outstanding balances.
• Anticipate and prevent negative account balances by addressing issues promptly and implementing appropriate solutions.
• Serve as a liaison between clients and the legal team, clearly communicating client financial concerns, payment ability, and other account-related updates.
• Collaborate with clients to develop practical financial plans that enable them to remain current and continue legal services.
• Deliver exceptional client service by approaching financial discussions with professionalism, empathy, and discretion.
• Maintain accurate documentation of all client communications, account activity, and financial arrangements within the firm’s systems.
• Provide clients with clear guidance on billing procedures, replenishment expectations, and payment plan options.
• Partner with the accounts manager and legal staff to ensure timely, accurate billing and payment processing.

We Offer

• Competitive Salary: $32 Per Hour base plus a potential monthly performance bonus that can bring total annual compensation up to $67,000-$87,000.
• 401(k) Match: Generous employer contributions to help secure your financial future.
• Unlimited Vacation Policy: We believe in work-life balance and trust our team to manage their time responsibly.
• Opportunities for Advancement: Our rapid growth means ample opportunities for career progression.
• Comprehensive Benefits: Full health, dental, and vision plans to support your well-being.
• Great Culture: Be part of a team where your contributions are valued, and your well-being is paramount.
• Employee-Centered Benefits & Events: Enjoy firm-sponsored outings, family events, and a positive work environment.