What are the responsibilities and job description for the Client Account Resources Manager position at DBI Staffing?
The Client Account Resources Manager is responsible for leading and managing a team of billing Analysts and Senior Analysts with the goal of developing streamlined processes to ensure quality and timely work product, directly impacting the Firm’s revenue strategy. This position will (i) collaborate with the Client Account team and other Revenue Operations teams in order best understand the areas where their team can support, (ii) ensure team members are receiving appropriate training and development to respond effectively and efficiently to client requests, and (iii) ensure the team is engaged, responsive and producing accurate deliverables.
Responsibilities
• Responsible for building a team of Analysts and Senior Analysts and managing their development in all aspects including, but not limited to interviewing and hiring; onboarding and training; professional learning, development, and growth; performance management including reviews and goal setting.
• Establish and maintain a level of quality service through the creation and development of standard operating procedures and resource planning to meet revenue cycle demands.
• Manage team workflow and queue by providing clear communications regarding expectations and priorities.
• Work directly with Senior Revenue Operations Manager to develop KPIs for team performance and measure team against KPIs when evaluating performance.
• Ensure adequate coverage during busy times (e.g. year-end, month-end).
• Perform regular audits of invoices to identify billing errors; identify training or development gaps on team and address.
• Identify areas to improve billing efficiency and accuracy and implement strategies to achieve these goals.
• Collaborate with internal clients and other finance teams, such as Client Account team, to ensure requirements are met, client invoices are accurate, and deliverables are timely.
• Build strong relationships across finance and technology teams.
• Develop and maintain policies and procedures to ensure compliance with client guidelines and internal best practices.
• Provide internal trainings to team on billing process best practices and any other standard operating procedures.
• Participate in and assign personnel, as required, for technology testing and software reviews.
• Seek opportunities for continuous process improvement in order to help shorten revenue cycle timing. Coordinate with technology teams, as needed.
• Special projects, as assigned.
Qualifications
- Bachelor’s degree in Finance, Business Administration, or related fields.
- Minimum of 7 years of relevant billing and client relationship experience at a professional service firm or law firm is required.
- Minimum of 3 years in a manager role.
- Experience with Aderant is required.
- Proven record of implementing operational and procedural improvements.
- Experience in developing and managing a team with a global purview.
- Proficiency with Excel and Word.
- An innovative team player that is willing to pitch in when needed and offer ideas to better the group.
- Flexibility to work evenings and weekends to meet deadlines.
Critical Competencies for Success:
- Excellent writing, organizational and communication skills, which is effective at all levels, particularly with attorneys.
- Detail-oriented with the ability to develop and implement processes and procedures, investigate issues and errors, as well as strong interpersonal skills.
- Ability to work effectively in a collaborative, consensus-driven, partnership environment with highly skilled professionals.
