Billing & Revenue Operations Specialist
About The Position
The Billing & Revenue Operations Specialist is responsible for ensuring the timely and accurate generation of client invoices, administration of payment plans, collection of outstanding balances, and maintenance of client billing accounts throughout the lifecycle of each legal matter. This position also supports legal operations by coordinating case assignments within the firm's case management system and assists with selected office administrative functions such as purchasing office supplies and coordinating internal events. The ideal candidate is highly organized, detail-oriented, comfortable discussing financial matters with clients professionally, and thrives in a fast-paced, process-driven environment.
Requirements
- At least a Bachelor's degree in Business Administration, Accounting, Finance, Operations, or a related field, or equivalent experience.
- Two or more years of experience in billing, accounts receivable, revenue operations, office administration, legal administration, healthcare billing, or professional services.
- Strong written and verbal communication skills.
- Excellent organizational skills.
- High attention to detail.
- Strong customer service skills.
- Proficiency with Microsoft Office, especially Excel.
- Ability to manage multiple priorities and deadlines.
Nice To Haves
- Experience in a law firm or other professional services environment.
- Experience with payment plans and collections.
- Familiarity with accounting software and case management systems.
- Experience using CRM, billing, or ERP systems.
Responsibilities
- Generate accurate client invoices based on engagement agreements, case milestones, and internal billing policies.
- Review billing records for completeness and accuracy before invoices are released.
- Maintain client billing information within the firm's case management and accounting systems.
- Coordinate with attorneys, legal assistants, and finance personnel regarding billing questions.
- Process billing adjustments when approved.
- Monitor outstanding client balances.
- Follow up professionally regarding overdue invoices.
- Establish and maintain installment payment plans.
- Process recurring monthly payments.
- Resolve payment issues while maintaining positive client relationships.
- Escalate delinquent accounts according to firm policy.
- Maintain accurate collection records.
- Ensure timely invoicing after designated case milestones.
- Monitor payment status throughout the client lifecycle.
- Coordinate with intake and legal teams regarding billing holds or account issues.
- Identify opportunities to improve billing efficiency and collection performance.
- Prepare periodic accounts receivable and billing reports.
- Assign new matters within the firm's internal case management system.
- Verify accurate case ownership and workflow assignments.
- Coordinate reassignment requests when necessary.
- Support operational data accuracy.
- Order office supplies and maintain inventory.
- Coordinate relationships with office vendors.
- Assist with internal meetings, training sessions, and company events.
- Perform additional administrative projects as assigned.
Benefits
- Health, dental, vision, and life insurance
- 401(k) with employer contribution
- Paid time off
- Career growth opportunity in a fast-scaling, and technology driven practice.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
