Client Account Manager
About The Position
The Client Account Manager (CAM) supports billing partners in managing the financial health of client relationships. Acting as a bridge between attorneys, clients, and internal finance teams, the CAM ensures that billing, collections, and reporting activities align with both firm priorities and client expectations. This role combines tactical execution with strategic oversight to enhance the client financial experience ensuring invoices are accurate, compliant, and paid timely while identifying trends and opportunities to improve processes and profitability. The CAM will also play a key role in advancing the firm’s client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue cycle.
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).
Nice To Haves
- Experience with Aderant, Elite/Elite 3E, or similar financial systems; experience with business intelligence tools preferred.
- Familiarity with electronic billing platforms (eBillingHub, CounselLink, Tymetrix, etc.) strongly preferred.
- Understanding of outside counsel guidelines (OCGs), rate approvals, and client-specific billing requirements a plus.
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.
- Contribute to process improvement initiatives, documentation, and knowledge sharing within the team.
- Maintain professional, tactful, and client-focused communication at all times.
- Other duties as assigned.
Benefits
- medical, dental, vision, life and disability insurance
- 401(k) Retirement Plan
- Flexible Spending & Health Savings Account
- firm-paid holidays, vacation, and sick time
- Employee assistance program and other benefits
- annual bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
