What are the responsibilities and job description for the Client Account Specialist position at TalentSource360?
The Client Account Specialist is responsible for managing client account setup, billing, collections, and overall account management for assigned portfolios. This role involves close collaboration with attorneys throughout the full client invoicing and collections cycle. The specialist analyzes financial data, prepares supporting documentation, and provides strategic recommendations. Additionally, this position plays a key role in training and mentoring billing team members. Hybrid work options are available in select office locations, with fully remote opportunities in approved U.S. states.
Responsibilities
Responsibilities
- Build and maintain strong professional relationships with attorneys, staff, and clients to ensure compliance with billing and collection processes.
- Manage all billing and collection activities from client engagement through payment resolution with diplomacy and effective negotiation skills.
- Handle complex billing arrangements, including client-level billing and collections.
- Train and mentor billing specialists, supporting their professional growth.
- Verify rates, review outside counsel guidelines, monitor fee caps and discounts, set alerts, and coordinate with the Billing & Intake Committee on adjustments.
- Oversee the full billing process from prebill to final submission, ensuring accuracy, timeliness, and compliance with client and attorney specifications.
- Work closely with eBilling Coordinators and Accounting Systems Administrators to set up electronic billing accounts, ensure accurate invoice submission, troubleshoot issues, and follow up on timely payments.
- Communicate directly with clients regarding billing and collection inquiries, follow up on outstanding payments, and provide necessary financial details.
- Respond to requests related to accruals, audits, and payment reports, analyzing trends and providing recommendations.
- Prepare monthly billing and collection forecasts, maintain updated prebill status reports, and track billing and collection metrics.
- Monitor unapplied cash and assist Accounts Receivable in ensuring accurate payment applications, keeping partners informed of available trust funds and applying funds as needed.
- Establish backup support processes, including cross-training and knowledge sharing, to ensure smooth portfolio management.
- Bachelor’s degree in accounting, finance, or business preferred, or equivalent experience.
- Previous experience in law firm billing required.
- Proficiency with financial management systems and advanced Excel reporting.
- Strong analytical skills and ability to assess financial data and anticipate outcomes.
- Excellent multitasking abilities with high attention to detail and accuracy.
- Strong client service mindset with the ability to work both independently and collaboratively.
- Clear and concise communication skills for presenting financial information.
- Initiative-driven with a proactive approach to improving processes and efficiency.
- Commitment to confidentiality and discretion in handling financial matters.
- Strong problem-solving skills and ability to adapt to changing priorities.
- Excellent organizational and time-management skills.
- Flexibility to work additional hours as needed.
