Client Account Manager

About the role

The Client Account Manager is responsible for managing the full financial lifecycle of a client — from matter intake through billing and on to collection for a certain set of Billing Attorneys and their Practice Assistants. Assigned to one of the billing teams, this individual will collaborate with both internal and external Finance groups, including Billing, Revenue, Matter Information, Appeals, and Accounts Receivable.

Responsibilities

• Serve as the single point of contact and escalation resource for assigned Billing Attorneys and their Practice Assistants for all financial-related inquiries that involve multiple departments, including but not limited to matter information, billing, rejections, accruals, and AR.
• Triage attorney questions by coordinating with the appropriate departments to resolve inquiries.
• Act as liaison between all financial services departments, ensuring work is completed on time and accurate resolution of questions and disputes.
• Manage reversal projects from end to end, overseeing the billing component and serving as the primary liaison with other departments to ensure coordinated and timely completion.
• Perform periodic billing audits on high-profile clients to ensure accuracy, identify risk areas, and confirm compliance with client-specific billing guidelines.
• Work with the rejection team to research and resolve eBilling rejections by performing root-cause analysis and providing resolution.
• Oversee the initial electronic bill submission process for newly e-billed high-profile clients, including supervising the penny test process to verify accurate system setup before full billing.
• Meet monthly with assigned Billing Attorneys and their Practice Assistants to review account status, address outstanding issues, and confirm that all billing and collection processes are functioning correctly.
• Support the assigned Billing Team with invoice management as needed.

Requirements

• Undergraduate degree in Business, Accounting, or Finance.
• 6+ years legal billing experience.
• Proficiency with MS Word and Excel (formulas, pivot tables, and filters).
• Working knowledge of Aderant and BillBlast.
• Experience with PrebillViewer (PBV) preferred.
• Experience with electronic billing systems such as Legal Tracker, LegalX, Collaborati, TyMetrix, etc., preferred.
• Prior experience with the collection of outstanding AR preferred.
• Excellent oral and written communication abilities, with the confidence to engage effectively with attorneys, practice assistants, and cross-functional Finance teams while maintaining a professional and solutions-oriented demeanor.
• Capable of prioritizing tasks efficiently and adapting to a fast-paced environment.
• Highly motivated self-starter who excels with minimal supervision and takes a proactive approach in team settings.
• Exceptional organizational skills and attention to detail, managing multiple tasks and deadlines effectively.
• Takes initiative, exercises good judgment, and demonstrates excellent follow-up skills.
• Understanding of rates, fee offers, and various rate-related nuances in accordance with firm procedure and client guidelines.
• Ability to apply a logical thought process to unique and varied requests and determine the next step using best practice protocol within a legal billing environment.

Pay

The pay range for this remote position varies by location. Actual compensation is contingent on relevant experience, education, skills, and other job-related factors as permitted by law. This role is also eligible for performance-based bonuses.

• California: $91,800 to $139,700
• Colorado: $98,430 to $127,380
• Connecticut: $98,430 to $131,780
• Illinois: $101,830 to $131,780
• Jersey City, New Jersey: $107,950 to $139,700
• Maryland: $91,800 to $118,800
• Massachusetts: $107,950 to $139,700
• Minnesota: $91,800 to $118,800
• Nevada: $88,825 to $114,950
• New Jersey: $107,950 to $139,700
• New York City, New York: $107,950 to $139,700
• New York State: $88,825 to $139,700
• Ohio: $88,825 to $114,950
• Rhode Island: $88,825 to $114,950
• Washington, D.C.: $101,830 to $131,780
• Washington (State): $101,830 to $131,780

Benefits

• Paid Time Off
• Paid Sick Leave
• 401(k) matching program
• Profit Sharing
• Paid Holidays
• Paid Parental Leave
• Affordable Health and Life Insurance including Dental & Vision coverage
• Health Savings Account / Flexible Spending Accounts to help offset the cost of dependent care and/or health care expenses
• Tuition Reimbursement
• Employee Assistance Program