CareerPlan

Senior Client Accounts Specialist

Operations Center - Tampa, USFull-time2026-08-03 → 2026-11-11
On-site · United States

Core

Manage client accounts and optimize collection processes to ensure maximum realization of assigned accounts in a legal services environment.

Role type

Senior Client Accounts Specialist (Collections)

Builds

Collection strategies and payment plans for law firm clients

Domain

Legal services / Financial collections

Required skills

Legal collection practices, Account management, Financial analysis, Negotiation, Data analysis (Excel VLOOKUP/XLOOKUP/Pivot tables), Reporting

Preferred skills

Legal eBilling Platforms (BillBlast), Business Administration degree

Responsibilities

Serve as primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of non-payment issues; Manage assigned portfolios of attorneys and accounts including oversight of high-dollar inventory; Proactively communicate with attorneys, practice assistants, and clients to address payment delinquencies and negotiate payment plans; Generate and present detailed reports to firm leadership on delinquent accounts; Actively participate with cross-functional teams to identify and implement process improvements; Assist with the training of new team members.

Seniority

Senior, hands-on IC