Client Accounts Project Manager - ET

Responsibilities

• Manage day-to-day engagement with designated partners, clients, and internal teams to ensure financial administration needs are addressed with accuracy, urgency, and professionalism.
• Convert detailed billing, receivables, and matter information into clear business updates, insights, and recommendations that support informed partner and client decision-making.
• Produce recurring reporting and financial commentary covering billing activity, collection progress, account status, and related performance trends.
• Drive follow-through on outstanding items by coordinating with clients, partners, billing personnel, collections staff, and client administration teams through resolution.
• Research and resolve invoice questions, charge allocation issues, budget alignment concerns, and payment barriers in coordination with appropriate internal and external stakeholders.
• Support electronic billing by helping address submission errors, reductions, or rejections.
• Track accruals, approved budgets, alternative fee arrangements, and matter-level financial activity to identify exceptions, emerging risks, or profitability concerns requiring escalation.
• Evaluate aged receivables and open balances, partnering with responsible parties to remove obstacles, strengthen collection efforts, and improve cash flow outcomes.
• Help execute focused collection strategies that support annual financial goals.
• Recommend and implement practical enhancements to workflows, communication practices, reporting methods, and service delivery processes.
• Maintain ongoing visibility into client payment activity and establish reusable guidance, operational standards, and knowledge-sharing resources that promote consistency across the department and support broader strategic initiatives.

Qualifications

• Strong understanding of legal billing, alternative fee arrangements, matter profitability, realization rates, and client service delivery models.
• Experience with billing, collections, client accounting, e-billing, budgeting, accruals, legal financial systems, and matter financial management.
• Experience managing global retainers and multi-jurisdictional matters preferred.
• Familiarity with legal financial systems such as Aderant and Intapp preferred.
• Proficiency in project management tools such as Smartsheet, Microsoft Project, Asana, or Trello.
• Advanced proficiency in Microsoft Office Suite.
• Excellent communication, analytical, relationship-building, problem-solving, and leadership skills, with the ability to translate complex information into clear, actionable insights.
• Ability to navigate complex stakeholder environments, work effectively with partners, clients, and cross-functional internal teams, and drive consensus.
• Demonstrated ability to manage multiple priorities, follow up consistently, and drive work to completion in a deadline-driven environment.
• Strategic mindset with a focus on continuous improvement, innovation, operational excellence, and high-quality client service.
• Bachelor’s Degree in Finance, Law, Business Administration or related field.
• LPM, LPP, LPA, or equivalent project management certification preferred.
• PMP certificate with legal experience is also desirable.
• 5 years’ experience in legal financial operations or project management.