Senior Client Accounts Specialist
On-siteDallas, Texas, United States
Job Summary
Serve as a primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of client non-payment issues and enhance collection efficiency. Manage assigned portfolios of attorneys and accounts including oversight of high-dollar inventory, account analysis, collections guidance, and ensuring timely resolution of aged invoices, credit balances, and unbilled inventory. Proactively communicate with attorneys, practice assistants, and clients via email, phone, and mail to address payment delinquencies and negotiate payment plans where necessary. Generate and present detailed reports to firm leadership on delinquent accounts, highlighting at-risk inventory and proposing strategic solutions for improvement. Actively participate with cross-functional teams to identify and implement process improvements aimed at enhancing collection effectiveness and operational efficiency. Assist with the training of new team members, as needed.
Required Qualifications
- Minimum 5-7 years of progressive experience in legal collections, client relations, and account management
- Demonstrated ability to manage complex accounts and handle sensitive client interactions with diplomacy and tact
- Self-motivated individual with a strong work ethic and a commitment to maintaining confidentiality and ethical standards
- Proven track record of collaborating effectively with peers and management to achieve common goals
- In-depth knowledge of accounting principles and financial processes, including billing and collections preferably within a legal context
- High level of organizational skills, with the ability to prioritize tasks, manage multiple assignments simultaneously, and meet deadlines in a fast-paced environment
- Strong proficiency in the Microsoft Office suite, with advanced Excel skills for data analysis and reporting, including VLOOKUP, XLOOKUP, and pivot tables
- Excellent communication skills, both verbal and written, with a track record of effectively communicating with attorneys, clients, and internal stakeholders
- Ability to sit or stand for extended periods of time
- Moderate or advanced keyboard usage
Desired Qualifications
- Bachelor's degree in Business Administration, Finance, or a related field preferred, or equivalent combination of education and relevant work experience
- Advanced understanding of legal eBilling Platforms (i.e. BillBlast, etc.)
- Possible advancement from internal Client Accounts Specialist role with less than 5 years' experience
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