Billing Specialist Lead

U.S. Legal Support•Houston, TX

1d•Hybrid

About The Position

The Billing Specialist plays a critical role in ensuring accurate, timely, and secure billing operations while maintaining strict confidentiality of sensitive financial and client information. This role manages high-volume invoice processing, account setup, and client-specific billing requirements, including preparing and distributing monthly billing packages for large clients. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, deadline-driven environment while delivering exceptional service to both internal and external stakeholders.

Requirements

3–5 years of professional billing experience required.
Prior experience with ERP systems and project management tools preferred.
Experience in legal services, professional services, or high-volume transactional environments preferred.
Intermediate proficiency in Microsoft Excel, including data analysis and reporting.
QuickBooks experience preferred.
Strong analytical, critical thinking, and problem-solving abilities.
Excellent organizational and time management skills.
Ability to prioritize tasks effectively in a fast-paced, deadline-driven environment.
Exceptional written and verbal communication skills.
High attention to detail with strong accuracy and quality standards.

Nice To Haves

Resilient, reliable, and professional with a positive, solution-oriented mindset.
Highly organized, goal-driven, and self-motivated.
Flexible and adaptable to changing business needs.
Proactive, resourceful, and capable of thinking outside the box to resolve challenges.

Responsibilities

Prepare and coordinate the setup of new client accounts and billing parameters within internal systems.
Maintain accurate billing records and account configurations to ensure compliance with client requirements.
Generate automated and manual invoices in accordance with billing guidelines, contractual terms, and client-specific rate tables.
Ensure timely and accurate submission of all final invoices and posting within the accounting system.
Manage a high-volume invoicing workflow while consistently meeting deadlines.
Prepare and distribute monthly billing packages for large clients via mail, email, and client billing portals.
Reconcile invoices submitted through client portals, research rejections or discrepancies, and resubmit corrected invoices as needed.
Ensure all billing deliverables meet client criteria and submission timelines.
Partner with legal administrative staff, attorneys, and accounting teams to resolve billing inquiries and discrepancies.
Collaborate cross-functionally to address and resolve client-reported billing issues.
Track, investigate, and resolve billing disputes, including rate discrepancies, incorrect line items, and missing documentation.
Create ad hoc financial and operational reports using multiple data sources.
Assist with month-end close procedures, reconciliations, and related accounting tasks.