Client Account Manager

About This Role

This Client Account Manager role involves supporting billing partners in managing the financial health of client relationships, acting as a bridge between attorneys, clients, and internal finance teams. The manager will ensure billing, collections, and reporting align with firm priorities and client expectations, enhancing the client financial experience through accurate, compliant, and timely invoices.

Responsibilities

• Manage the full financial relationship for assigned clients, from billing through collection, ensuring timely and accurate revenue realization
• Partner with attorneys and finance staff to identify and resolve issues related to unbilled time, outstanding receivables, rejected invoices, and client compliance
• Serve as a central point of contact for client billing inquiries, providing clear, responsive, and solution-oriented communication
• Ensure compliance with client-specific billing and reporting requirements, including e-billing platforms, rate structures, and OCGs
• Proactively monitor portfolio performance, including aging, realization, and billing trends, and provide actionable insights to partners
• Work closely with firm leadership to develop and refine best practices for client account management, billing efficiency, and collections strategy
• Collaborate with pricing and legal project management teams to support alternative fee arrangements and other financial structures
• Prepare and deliver regular status updates, metrics, and forecasts to attorneys and management
• Control process improvement initiatives, documentation, and knowledge sharing within the team
• Maintain professional, tactful, and client-focused communication at all times

Requirements

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (equivalent experience may substitute for education)
• Minimum of 4 years of experience in law firm billing, finance, or client accounting
• Strong analytical and problem-solving skills with an ability to interpret financial data and identify root causes
• Excellent communication and interpersonal skills, with the ability to build trust and credibility with partners and clients
• Proven ability to manage multiple priorities under tight deadlines
• High attention to detail and accuracy
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint)

Qualifications

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field
• Minimum of 4 years of experience in law firm billing, finance, or client accounting

Nice to Have

• Experience with Aderant, Elite/Elite 3E, or similar financial systems
• Experience with business intelligence tools
• Familiarity with electronic billing platforms (eBillingHub, CounselLink, Tymetrix, etc.)
• Understanding of outside counsel guidelines (OCGs), rate approvals, and client-specific billing requirements

Skills

* Required skills