Client Account Manager

Ogletree Deakins•Greenville, SC

4d•Remote

About The Position

The Client Account Manager manages the full financial lifecycle of a client, from matter intake through billing and collection, for a designated group of Billing Attorneys and their Practice Assistants. Assigned to a billing team, the role collaborates with internal and external Finance groups, including Billing, Revenue, Matter Information, Appeals, and Accounts Receivable. The position serves as the main contact and escalation resource for assigned Billing Attorneys and Practice Assistants on financial inquiries involving multiple departments. It coordinates inquiry resolution, monitors account status and billing processes, conducts audits for high-profile clients, oversees electronic billing setup and reversal projects, and supports invoice management as needed. This is a remote position. Compensation varies by location, and the role is eligible for performance-based bonuses and the benefits described in the posting.

Requirements

Undergraduate degree in Business, Accounting, or Finance.
At least 6 years of legal billing experience.
Proficiency with Microsoft Word and Excel, including formulas, pivot tables, and filters.
Working knowledge of Aderant and BillBlast.
Excellent oral and written communication skills, with the confidence to work professionally and constructively with attorneys, practice assistants, and cross-functional Finance teams.
Ability to prioritize tasks efficiently and adapt to a fast-paced environment.
Self-motivated, proactive approach and ability to work with minimal supervision.
Strong organizational skills and attention to detail, including the ability to manage multiple tasks and deadlines.
Initiative, good judgment, and strong follow-up skills.
Understanding of rates, fee offers, and rate-related nuances under firm procedures and client guidelines.
Ability to apply logical problem-solving to varied requests and determine appropriate next steps using best-practice protocols in a legal billing environment.

Nice To Haves

Experience with PrebillViewer (PBV).
Experience with electronic billing systems such as Legal Tracker, LegalX, Collaborati, or TyMetrix.
Prior experience collecting outstanding accounts receivable.

Responsibilities

Serve as the single point of contact and escalation resource for assigned Billing Attorneys and Practice Assistants regarding financial inquiries involving matters such as matter information, billing, rejections, accruals, and accounts receivable.
Triage attorney questions by coordinating with the appropriate departments to resolve inquiries.
Act as a liaison among financial services departments to support timely work and accurate resolution of questions and disputes.
Manage reversal projects from end to end, overseeing the billing component and coordinating with other departments for timely completion.
Conduct periodic billing audits for high-profile clients to check accuracy, identify risks, and confirm compliance with client-specific billing guidelines.
Work with the rejection team to research and resolve electronic billing rejections through root-cause analysis.
Oversee initial electronic bill submissions for newly e-billed high-profile clients, including supervising penny tests to verify system setup before full billing.
Meet monthly with assigned Billing Attorneys and Practice Assistants to review account status, address outstanding issues, and confirm billing and collection processes are functioning correctly.
Support the assigned Billing Team with invoice management as needed.

Benefits

Paid Time Off
Paid Sick Leave
401(k) matching program
Profit Sharing
Paid Holidays
Paid Parental Leave
Health insurance
Life insurance
Dental coverage
Vision coverage
Health Savings Account and Flexible Spending Accounts for dependent-care and/or health-care expenses
Tuition Reimbursement
Employee Assistance Program
Performance-based bonuses