Client Maintenance Specialist

Greenberg Traurig•Phoenix, AZ

1d•Remote

About The Position

Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment. Join our Revenue Management Team as a Client Maintenance Specialist located in our Phoenix office. We are seeking a professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong problem-solving and decision-making abilities, ensuring efficiency and accuracy in every task. Excellent communication skills are essential for collaborating effectively across teams and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach, you will play a critical role in driving success. If you are someone who has great attention to detail, we invite you to join our team. This role will be based in our Phoenix office, on a remote basis. This role reports to the Director of Revenue Management. Position Summary The Client Maintenance Specialist is responsible for maintaining up-to-date client and matter data within the firm’s financial and practice management systems. This role ensures the integrity of billing information, rate structures, matter status, and client requirements to support seamless billing, reporting, and compliance processes. The position collaborates closely with attorneys, billing teams, finance leadership, and administrative staff to ensure data accuracy and operational efficiency.

Requirements

Ability to work under pressure to meet strict deadlines and effectively prioritize multiple tasks
Strong attention to detail and outstanding organizational skills
Demonstrates the ability to adapt and shift priorities in a fast-paced environment
Requires strong analytical and problem-solving skills to identify and resolve issues independently and effectively
Exemplifies excellent interpersonal and written/verbal communication skills, maintains a professional demeanor and polished presentation, and thrives in collaborative, team-oriented environments
Recognize confidential, sensitive, and proprietary information and maintain such information as confidential
Bachelor’s degree or equivalent experience preferred
A minimum of one year of work experience
Computer proficiency in Windows-based software and Microsoft Office Suite applications
Exceptional computer skills with the ability to learn new software applications quickly

Nice To Haves

law firm or accounting/financial experience preferred

Responsibilities

Creates client and matter records in the firm’s practice management system (e.g., Aderant, Elite, 3E) and ensures compliance with firm naming conventions and matter setup protocols
Maintains and updates billing addresses, contact information, invoice delivery preferences, attorney rate structures, and client-specific rate agreements
Periodically updates matter status (open, closed, pending) and ensures proper documentation
Reviews and inputs matter plans, billing notes, and special client requirements
Manages rate uploads, adjustments, and billing arrangements in accordance with client contracts, including updates to fee structures and alternative fee agreements
Coordinates with billing and eBilling teams to ensure data aligns with vendor portal requirements and to resolve data discrepancies
Records and maintains outside counsel guidelines (OCGs) and billing restrictions
Tracks client-specific billing instructions and ensure they are reflected in system notes
Attend onsite trainings and conduct business travel as needed
Flexibility to work overtime