Considine Search · 16 hours ago
Client Account Manager
San Francisco, CA
Full-time
Hybrid
Mid Level
$104K/yr - $135K/yr
3+ years expConsidine Search is seeking a Client Account Manager to oversee the billing and collections processes for assigned attorneys and client portfolios. The role involves managing client relationships, ensuring compliance with billing requirements, and providing insights into profitability and matter management.
ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Patrick Considine
Responsibilities
Manage full cycle billing and collections processes for assigned attorneys and client portfolios. Provide recommendations to attorneys and clients regarding changes and updates to all aspects of attorney and client portfolios. Establish and maintain credibility with stakeholders, produce highly accurate work product, and take full ownership for results
With input from Pricing and attorneys, establish and manage alternate rate structures, including special rates, discounts, fee caps, fixed fees, tiered discounts and matter budgets
Collaborate closely with attorneys and staff to ensure compliance with client billing and e-Billing requirements; manage all processes from engagement to collections with tact, diplomacy, and effective negotiation skills
Review invoices thoroughly, analyzing and resolving any underlying issues; finalize invoices and submit in formats meeting attorney and client requirements, including e-billing submissions. Manage billing and collection arrangements with clients
Develop and manage relevant reporting to provide value-added insight into client matter management and profitability for attorneys and management
Prepare accurate monthly billing and collections forecasts for assigned portfolio based on attorney and client input
Ensure management of client trust accounts, on account billing, accurate payment application, and unapplied fund resolution throughout life cycle of assigned accounts
Review and implement terms of engagement letters and outside counsel guidelines for every client matter
Establish effective backup support processes to ensure seamless support for all portfolio matters
Meet and discuss with assigned attorneys their client A/R portfolios to determine collection strategy; make collection recommendations
Anticipate outcomes, assess next steps and recommend approaches to initiating actionable improvements related to assigned portfolio and within the Accounting Department
Develop, document and share best practices with colleagues
Apply detailed knowledge of professional methods and underlying concepts while working with Management on billing and collection issues
Participate in departmental projects as requested; strive to innovate and offer insight into processes and create efficiencies
Qualification
Required
Minimum three years dedicated specialized billing, collection or account management experience
Hands-on experience performing complex accounting analysis
High level of business acumen and ability to multi-task
Strong verbal and written communication skills
Ability to assess information, anticipates issues and outcomes, and makes effective decisions
Ability to prepare accurate, highly detailed work product
Talent for delivering client service through teamwork
Ability to exchange information and to present ideas, report facts and other information clearly and concisely
Ability to organize time, prioritize workload effectively, and work independently
Reliability, dependability, and strong motivation to respond to requests quickly
Preferred
Bachelor's degree in Accounting, Finance or Business discipline preferred
Law Firm or professional services background with international exposure preferred
Benefits
The firm offers a comprehensive benefits package starting on your first day.
A variety of options for medical, dental, vision, life and disability coverage to meet the needs of you and your family.
Industry-leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care.
Global wellness program, including free access to Talkspace and Calm apps.
Annual community service day to make an impact on your community and a birthday holiday just for fun.
Education reimbursement annually.
Dedicated Talent Development team.
Competitive annual profit-sharing contribution.
Company
Considine Search
Considine Search works in the recruitment of business development, communications, and attorney development.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Considine
President/Founder
Recent News
2025-06-24
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