Client Account Specialist (SF)

San Francisco, CA 94105

Job Type: Billing Job Number: 8185 Salary Range: $70,000 - $92,000

Job Description


Position Overview

Join a dynamic financial operations team supporting legal professionals and their clients. This role centers on managing client financial interactions, with a focus on invoicing, digital billing platforms, and payment tracking.

Key Responsibilities
  • Prepare and submit client invoices, including digital formats, ensuring precision and timeliness
  • Oversee billing workflows, monitor deadlines, and provide status updates on outstanding accounts
  • Review and interpret custom billing agreements with a critical eye for detail
  • Serve as a point of contact for internal stakeholders, resolving process-related issues and supporting system enhancements
  • Collaborate directly with designated legal professionals to manage account lifecycles—from initial setup through payment coordination and account reconciliation

 

Candidate Profile
  • At least 2 years of experience in billing within a legal or consulting environment
  • Familiarity with enterprise financial platforms (e.g., Elite 3E, eBillingHub)
  • Exposure to international billing practices and currency variations is advantageous
  • Strong analytical skills for interpreting financial data and billing trends
  • Exceptional accuracy and ability to follow complex instructions
  • Professional communication skills across all organizational levels
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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About San Francisco, CA

Ready to take your career to new heights? Explore job opportunities around the bustling city of San Francisco, California. Known for its vibrant tech scene, picturesque views of the Golden Gate Bridge, diverse culinary offerings like the famous clam chowder in sourdough bread bowls at Fisherman's Wharf, and the artistic vibe of the iconic street art at Clarion Alley. Work-life balance flourishes with easy access to outdoor adventures like hiking in Muir Woods, catching a Giants game at Oracle Park, or browsing through the exhibits at the San Francisco Museum of Modern Art. Join us in San Francisco and discover the endless possibilities this innovative and charming city has to offer.

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