Client Account Manager

Guided by department objectives and priorities, manages the account set up, billing and collection arrangements, account, and inventory management for assigned client portfolios.  Develops strong collaborative relationships with attorneys throughout full cycle of client invoicing and collections.  Analyzes inventory statistics, prepares supporting documentation, and make recommendations based on business strategies.  Responsible for matter management, including rate structure, time entry and value, disbursement tracking and monitoring progress against approved budgets.  Responsible for on account billing, unapplied fund resolution and client trust accounting.  Ensures client services and satisfaction are attained in all areas of position. 

Client Account Management

• Manage full cycle billing and collections relationships and processes for designated portfolios of client matters.  Establish and maintain credibility with stakeholders, produce highly accountable work product, and take full ownership for results.
• Collaborate with Finance and billing attorneys to establish and manage billing structures, including potential discounts, fee caps, tiered discounts and/or matter budgets.
• Collaborate closely with attorneys and staff to ensure accounts support client specifications in invoicing and other requirements; manage all processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
• Review invoices in depth, analyzing and responding to underlying issues; finalize invoices and submit in formats meeting attorney and client requirements.
• Develop analysis and research related to assigned portfolios, providing concise, detail-based documentation, statistics, and recommendations.
• Prepare effective monthly billing and collections forecasts for assigned portfolio.
• Ensure management of client trust accounts, on account billing, accurate payment application, and unapplied fund resolution throughout life cycle of assigned accounts.
• Concisely communicate the billing and collection arrangements with clients on their matters.
• Establish effective backup support processes to ensure seamless support for all portfolio matters. 

Education and Experience

• Bachelor’s degree in Accounting, Finance or Business discipline preferred.
• Minimum three years dedicated specialized billing, collection or account management experience.
• Hands-on experience performing complex accounting analysis.
• Law Firm or professional services background with international exposure preferred.