Cooley LLP · 1 month ago
Client Account Arrangement Specialist
San Diego
Full-time
Onsite
Entry, Mid Level
$35/hr - $51/hr
2+ years expCooley LLP is seeking a Client Account Arrangement Specialist to join their Accounting team. This role involves supporting the Client Account Arrangement Manager in maintaining billing arrangements, ensuring compliance with billing rules, and streamlining financial processes.
Document PreparationLegalProfessional Services
Responsibilities
Review outside counsel billing guidelines and confirm clarification of billing rules
Create and maintain accurate client and/or matter billing rate arrangements in 3E
Create new task/activity list and maintain
Understand and set cost constraints in 3E to comply with client’s billing guidelines
Capture and maintain a repository of client’s annual terms for fee rate increases to optimize revenue capture during client’s designated approval guidelines
Enter Financial Arrangements in accounting system
Review and summarize engagement letters pertaining to special financial agreements
Implement and maintain special fee and cost rate structures
Implement Rate Exception Group(s) and Rate Exceptions for specific timekeepers within 3E
Obtain appropriate approvals from the RA (Responsible Attorney) and Pricing Team re rates setup
Support the management of time entry rules in IntApp Terms to enhance compliance to the point of entry
Provide administrative and operational support to the Client Account Arrangement Manager, as needed
All other duties as assigned or required
Qualification
Required
After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
Strong Excel skills
Available to work overtime, as required
2+ years direct applicable experience (e.g., principles of accounting, billing rates and client maintenance procedures)
General knowledge of accounting concepts
Preferred
Bachelor's degree
Prior law firm experience
Previous 3E experience
10 key by touch
Benefits
Medical
Health savings account (with applicable medical plan)
Dental
Vision
Health and/or dependent care flexible spending accounts
Pre-tax commuter benefits
Life insurance
AD&D
Long-term care coverage
Backup care for children and/or adults
Other parental support benefits
Firm-paid life insurance
AD&D
LTD
Short term medical benefits
20 days of Paid Time Off (“PTO”)
10 paid holidays each year
Generous parental leave
Fertility benefits
Company
Cooley LLP
Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes litigation.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Victor Nunez
Chief Operating Officer
Charley Haley
Partner
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