Client Account Advisor

Company: Clickback Inc.
Location: Washington
Posted on: February 18, 2025

Job Description:

OverviewCleary Gottlieb is a pioneer in globalizing the legal profession. We have 16 offices in major financial centers around the world, operating as a single, integrated global partnership. The firm employs approximately 1,100 lawyers from more than 50 countries.Since 1946, our lawyers and staff have worked across practices, industries, jurisdictions, and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges, whether domestic or international. We support every client relationship with intellectual agility, commercial acumen, and a human touch.Reporting to the Client Account Manager, the Client Account Advisor is responsible for leading the billing and collection strategy for their assigned partners and practice groups in conjunction with firm best practices and client requirements. This position will (i) collaborate closely with partners and practice group leaders along with other Finance teams including client reporting and revenue operations, (ii) ensure timeliness and accuracy of bills as well as securing prompt payment, (iii) train billers on client best practices to ensure compliance with client outside counsel guidelines and rates in line with client agreements before billing, and (iv) respond effectively and accurately to partner or client requests.Responsibilities

• Lead the billing and collection process to ensure accurate and timely invoicing and payment of clients for assigned partners and practice groups.
• Monitor monthly aging AR reports and take appropriate action to ensure each invoice is paid on time and in full; direct teams to follow up on underpayments and assist with resolution as needed.
• Update key finance reports (e.g., projection amounts, clear and concise billing or AR comments) daily to ensure timely and quality reporting for Senior Management.
• Follow up with partners and escalate any billing or collection issues or delays.
• Respond to billing and AR inquiries.
• Provide monthly updates on unbilled time and AR status, including reports, metrics, and presentations.
• Participate in office and/or practice group meetings to understand strategy, challenges, and goals of assigned offices or practice groups. Provide reports/updates as required.
• Collaborate with internal clients and other finance teams, such as Pricing Operations and e-billing, to ensure accurate client invoices and submission requirements.
• Provide training on client best practices, requirements, and key reports or procedures.
• Document areas of responsibility for partner requirements, including key client requirements (billing, collecting, fee arrangements) to allow streamlined collaboration and clarity among the team.
• Create and maintain desk notes for the office or practice group.
• Assist in the development and maintenance of billing policies and procedures to ensure compliance with regulatory requirements and internal best practices.
• Identify opportunities to improve billing efficiency and accuracy and work with the Manager to implement strategies to achieve these goals.
• Build strong relationships across finance, practice groups, offices, and partners.
• Participate in technology testing and software reviews as required.
• Special projects as assigned.Qualifications
  • Bachelor's degree in Finance, Business Administration, or related fields.
  • Minimum of 5+ years of relevant billing and client relationship experience at a professional service firm or law firm is required.
  • Experience with Aderant is a plus.
  • Proficiency with Excel and Word.
  • An innovative team player willing to pitch in when needed and offer ideas to better the group.
  • Flexibility to work evenings and weekends to meet deadlines.
  • Excellent writing, organizational, and communication skills, effective at all levels, particularly with attorneys.
  • Detail-oriented with in-depth knowledge of billing and collections processes, strong technical billing and client service skills, ability to investigate issues and errors, and strong interpersonal skills.The estimated base salary for this position is $130,000- $145,000 at the time of posting. The actual salary offered will depend on various job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance.Cleary provides a comprehensive benefits package, including health care benefits. More information can be found here: Benefits.At Cleary Gottlieb, all members of our community deserve respect as individuals and appreciation for their contributions. We champion diversity, equity, and inclusion, creating equal opportunities to develop and succeed.
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Keywords: Clickback Inc., Washington DC , Client Account Advisor, Other , Washington, DC