Job Description:
• Supervise financial support services employees to ensure quality service delivery through standard operating procedures, alignment with account plan, and achieving agreed-upon metrics and goals to ensure client satisfaction and exceptional employee performance
• Supervise staffing and workflow volumes; use workflow management system to effectively utilize headcount based on work volumes and allocate staffing resources by shift or service line accordingly
• Ensure that billing workloads are appropriately weighted and balanced
• Responsible for employee lifecycle including, but not limited to, interviewing and onboarding, training, development, planning for key roles, and off-boarding management
• Identify areas for additional training to ensure that skill levels are uniformly excellent across the group
• Monitor client inventory balances assigned to team members based upon job specifications; ensures timely billing of unbilled balances and consistent follow-up on accounts receivable
• Ensure that team members follow established workflow process for both, unbilled and accounts receivable balances from proforma creation through invoice collection, including necessary reviews and approvals
• Serve as initial point of contact and aid team members with daily questions and concerns
• Respond to customer inquiries in a timely and professional manner; keep client and manager informed of significant and potential issues, and communicate proposed solutions or processes that will avoid future or other potential issues; resolve issues escalated by the client to ensure a high level of customer satisfaction
• Ensures consistent and regular communication with law firm around aged balances and identifies and elevates problem accounts to management
• Maintain a thorough knowledge of client billing and payment terms, discount arrangements, lawyer and client preferences
• Execute required administrative reports, activities, processes related to the people and/or production both on time and in accordance with appropriate standards of operation
• Support manager with P&L activities; understand impact of overtime and time-off to avoid non-billable charges
• Ensure E-Billed invoices are transferred to the e-billing vendor in a timely fashion
• Ensure team member compliance with company and client policies, service level agreements (SLAs) and expected quality of work, utilizing corrective action when necessary
• Work with manager to create development plans and challenging assignments for team members
• Enable team members to perform through setting goals and objectives, identifying priorities, and providing regular and consistent communication using ongoing performance feedback, individual and group meetings
• May support materials included in monthly Client Service Review (CSR) or Quarterly Business Reviews (QBRs)
• Have a strong knowledge of the client’s businesses and the impact of our services
• Foster cross-training and a sense of teamwork to optimize client service delivery
Requirements:
• Associate or bachelor’s degree required with concentration in Business, Finance or other related discipline.
• Minimum of 3 years of experience supervising all or a portion of the billing function in a professional services environment preferred
• Minimum five years of billing experience in a law-firm or professional organization required. Six years or more preferred.
• Demonstrates exemplary customer service and excellent verbal, written, leadership, and interpersonal skills
• Demonstrates proficiency with 3E, Elite, or Aderant and an industry standard collection software tool
• Demonstrates proficiency with MS Excel spreadsheets, including advanced features such as pivot tables, charts and graphs and formulas, proficiency in MS Word and PowerPoint
• Familiarity with legal terminology and a variety of document formats used in legal work.
• Ability to multitask and meet stringent deadlines.
• Excellent organizational and time-management skills.
• Ability to establish and foster excellent team collaboration as well as taking ownership for individual assignments/projects.
• Excellent verbal and written communication skills.
• Attention to details required.
Benefits:
• medical, dental, and vision coverage
• paid time off
• disability insurance
• 401(k) with company match
• life insurance
• other voluntary supplemental insurance coverages
• parental leave
• adoption assistance
• tuition assistance
• employer/partner discounts
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