Client Accounts Administrator - PT/MT

DLA Piper•San Francisco, CA

12d•Hybrid

About The Position

The Client Accounts Administrator, working in collaboration with and in support of the firm’s strategic initiatives, is expected to successfully manage the firm’s top-tier billing portfolios based on defined support models to include highest volumes and fees for institutional, high-profile clients and attorneys. Serves as proxy for regional supervisors as needed and is considered a subject-matter expert in the field of billing. Represents the department by participating in client meetings and across groups and sets and drives agendas impacting billing practices and processes. Works with a team of support specialists within both Legal Support Services and Accounting teams to provide effective, streamlined billing and client account services to attorneys of the firm. Responsible for handling the most complex domestic and global billing clients. Edits, proofreads, finalizes, and submits invoices to clients on a monthly billing cycle. Researches client billing data and provides detailed analysis to attorneys and support staff. As part of the team, provides and ensures a cohesive, full-cycle billing support solution to billing attorneys with complex domestic and international billing books. Provides training and mentoring to other staff members on all billing procedures.

Requirements

Minimum High School Diploma or GED.
5 years’ successfully managing high volume billing portfolios in a fast-paced environment.
Expert level of knowledge and experience with direct billing or client accounts (to include domestic, global and e-Billing) for a law or professional services organization required.
Strong computer skills including advanced proficiency in Excel and accounting system, such as Aderant.
Proficiency in e-billing applications, such as Bill Blast or e-Billing Hub.
Communicate effectively, both verbally and in writing, with clients, lawyers, business professionals, and external audiences.
Produce high-quality work and respond to correspondence in an efficient, timely, and professional manner.
Meet deadlines, manage competing priorities, and commit to meeting high standards.
Comply with firm policies and procedures.
Maintain confidences as required in a law firm environment.
Sedentary work: This is primarily sedentary work, requiring occasional exertion of up to 10 pounds of force to lift, carry, push, pull, or move objects.
The role involves sitting for extended periods, with occasional walking and standing, and occasional travel, both domestic and international.

Nice To Haves

Bachelor’s Degree in Accounting, Finance or similar field highly preferred.
Experience as a team lead preferred.
Is considered a subject-matter expert.

Responsibilities

Manage complex billing in terms of volumes, global clients, and electronic billing assignments.
Perform a variety of duties to support the full billing cycle to include reviewing and editing prebills, seeking requisite approvals for deferrals, write-offs and time transfers.
Field billing inquiries.
Track and resolve tickets assigned by the Accounting Service Desk on a daily basis.
Meet SLA requirements for response and resolution.
Demonstrate high level of proficiency in BillBlast and key electronic billing vendor sites, quality assurance prior to client invoice finalization, and root-cause analysis for electronic bill rejection.
Pursue root-cause rejection resolution.
Maintain an accurate description of all client billing requirements which may also include guidelines established by the client’s general counsel.
Update and track changes to the requirements as necessary.
Summarize and communicate to key stakeholders.
Obtain complex monthly reporting that may require collaboration with other teams.
Review data for accuracy prior to submitting.
Gather and submit accrual information based on client requirements.
Finalize invoices and submit directly to the client (per policy) or provide to attorneys for transmission to the client (per approved exceptions to policy).
Submit finalized invoices electronically based on client requirements.
Continuously strive to improve client service and deliverables.
Utilize knowledge of the legal industry to deliver appropriate solutions to the client.
Share expertise and knowledge to support team member development.
Effectively engage with all team members.
Proxy for or with managers when additional team support is required.
Drive improvements through collaboration with other departments.
Engage appropriate tools and resources provided to effectively deliver assignments and meet deadlines.
Manage time efficiently.
Coordinate and lead global client unified billing.
Manage global client account assignments and perform all full-cycle billing functions associated with both the firm’s and the client’s billing requirements.
Liaise directly, or via assigned team support, with international counterparts to obtain accurate accrual and forecasting information for monthly client reporting.
Keep U.S. Billing Timekeeper informed and follow up with international counterparts as required to ensure that engaged locations stay within budget and issues invoices timely.
Initiate troubleshooting issues with finance counterparts as needed.
Generate global client LEDES files for electronic billing based on client requirements.
Other duties as assigned.