Client Account Manager
Job Description
Role Overview
Manage end-to-end billing and collections for assigned attorneys and client portfolios, partnering closely with legal, pricing, and finance teams to ensure accurate billing, strong client relationships, and improved financial performance.
Key Responsibilities
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Own full-cycle billing and collections for assigned client and attorney portfolios
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Advise attorneys and clients on billing structures, portfolio updates, and collection strategies
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Establish and manage alternative fee arrangements including discounts, fee caps, fixed fees, and matter budgets
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Ensure compliance with client billing guidelines and e-billing requirements from engagement through collections
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Review, analyze, finalize, and submit invoices; resolve billing issues and discrepancies
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Manage client trust accounts, on-account billing, payment application, and unapplied funds
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Prepare monthly billing and collections forecasts based on attorney and client input
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Develop and deliver reporting to support matter management and profitability analysis
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Review and implement engagement letters and outside counsel guidelines
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Partner with attorneys on A/R reviews and recommend collection approaches
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Identify process improvements, document best practices, and support departmental initiatives
Qualifications
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Bachelor’s degree in Accounting, Finance, or Business preferred
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3+ years of specialized billing, collections, or account management experience
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Experience performing complex accounting and financial analysis
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Professional services or law firm experience preferred
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Strong business acumen with the ability to manage multiple priorities
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Excellent written and verbal communication skills
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Highly detail-oriented with strong organizational and time-management skills
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Proven ability to work independently while delivering high-level client service
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.
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