Client Accounts Project Manager - PT/MT

About the role

The Client Accounts Project Manager supports partners in managing complex client portfolios, ensuring financial administration needs are addressed accurately, promptly, and professionally. This role bridges partners, clients, and internal teams to enhance client service delivery and financial management.

Responsibilities

• Manage day-to-day engagements with partners, clients, and internal teams to address financial administration needs.
• Convert detailed billing, receivables, and matter information into clear business updates, insights, and recommendations.
• Produce recurring reporting and financial commentary covering billing activity, collection progress, account status, and performance trends.
• Drive follow-through on outstanding items by coordinating with clients, partners, billing personnel, collections staff, and client administration teams.
• Research and resolve invoice questions, charge allocation issues, budget alignment concerns, and payment barriers.
• Track accruals, approved budgets, alternative fee arrangements, and matter-level financial activity to identify exceptions, risks, or profitability concerns.
• Maintain ongoing visibility into client payment activity and execute focused collection strategies.
• Recommend and implement practical enhancements to workflows, communication practices, reporting methods, and service delivery processes.
• Maintain reusable guidance, operational standards, and knowledge-sharing resources.
• Complete additional responsibilities as requested to support departmental and firm priorities.

Desired Skills

• 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.
• Ability to perform analysis and reconciliation between cross-jurisdictional billing and financial systems.
• Experience managing global retainers and multi-jurisdictional matters.
• Familiarity with legal financial systems such as Aderant and Intapp.
• 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.
• 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.

Minimum Education & Experience

• Bachelor’s Degree in Finance, Law, Business Administration or related field.
• 5 years’ experience in legal financial operations or project management.

Essential Job Expectations

• Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
• Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
• Provide timely, accurate, and quality work product.
• Successfully meet deadlines, expectations, and perform work duties as required.
• Foster positive work relationships.
• Comply with all firm policies and practices.
• Engage in both physical and sedentary activity, such as working at a computer for extended periods of time, participating in digital/virtual conference calls, and attending meetings.
• Perform all other duties, tasks, or projects as assigned.

Physical Demands

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Work Environment

The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm’s discretion in the future.

Application Process

Applicants must apply directly online instead of sending application materials via email. Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm’s direction and in accordance with applicable policy and law.

Disability Accommodations

Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process.

Equal Opportunity Employer

We are an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a protected veteran.