Senior Client Accounts Specialist
Core
Manage client accounts and optimize collection processes to ensure maximum realization of assigned accounts within a legal services environment.
Role type
Senior Client Accounts Specialist (Collections & Account Management)
Builds
Collection strategies and payment plans for law firm clients
Domain
Legal services / Professional services
Deliverable
client delivery
Required skills
Legal collections expertise, account management, financial analysis, negotiation, data analysis (Excel VLOOKUP/XLOOKUP/Pivot Tables), reporting
Preferred skills
Legal eBilling Platforms (BillBlast), Business Administration or Finance degree
Responsibilities
Serve as primary liaison between billing attorneys, clients, and internal stakeholders to resolve 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 for collection effectiveness; Assist with the training of new team members.
Seniority
Senior, hands-on IC