IP Billing Support Specialist
425 Market St San Francisco, CA 94105 US
Job Description
Role Summary:
This position works closely with the Client Accounting team and assigned partners to manage client accounts, ensure billing accuracy, and maintain compliance with client requirements.
Key Responsibilities:
- Collaborate with the Client Accounting team and partners to oversee client account management.
- Track and manage assigned patent/trademark portfolios, ensuring accurate and complete data mapping for e-billed clients.
- Assist with client onboarding, communicating billing and portfolio management requirements.
- Access the firm's financial system to gather data, facilitate reporting, and support billing processes.
- Review and revise proformas, ensuring accuracy and proper tracking of related clients and patent families.
- Analyze and resolve billing discrepancies, including vendor invoices and foreign associate billing issues.
- Process billing adjustments, transfers, and narrative edits within the firm's financial system.
- Assist in finalizing and electronically delivering invoices for assigned clients.
- Create client-specific invoice summaries when required.
- Ensure thorough tracking of invoice distribution from proforma creation to final client delivery.
Qualifications:
- Bachelor’s Degree or higher preferred.
- Three to five years of trademark experience preferred
- Prior experience with Chrome River, Elite Financial System (Enterprise or 3E) and an IP docketing system preferred.
- Experience working in a large law firm preferred.
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.