Sr. Client Accounts Specialist

Job Description

Senior Client Accounts Specialist. Reporting to the Sr. Manager of Client Accounts, this role supports a high‑performing team responsible for financial operations, with a focus on delivering accurate and timely client account management across the firm. This is a highly collaborative, attorney‑facing position that offers frequent interaction with lawyers, clients, and cross‑functional teams. The ideal candidate is a proactive self‑starter with strong analytical and problem‑solving skills who enjoys working with financial data, taking ownership of the billing lifecycle, and ensuring a seamless client experience.

Success in this role requires the ability to manage competing priorities, maintain precision in a fast‑paced environment, and deliver exceptional service while contributing to a team‑oriented culture.

• Works with partners and clients on past‑due balances to propose ways of convincing the client to pay the amount owed.
• Manages a portfolio of client accounts and analyzes accounts receivable balances to drive timely payment of invoices while maintaining accurate electronic records and strong client relationships.
• Occasionally negotiates with clients on payment plans, timing, and settlement amounts.
• Exercises independent judgment within guidelines; escalates material risks of nonpayment and recommends solutions to improve collections and avoid disputes.
• Drafts payment plan options, such as monthly payment plans and deferred payment for review and discussion with Finance leadership, partners and clients.
• Communicates over virtual meetings, phone and email with partners and clients; documents action items and status; and follows up as appropriate.
• Coordinates with the Sr. Manager of Client Accounts to manage escalations.
• Owns day‑to‑day utilization of Aderant and ARCS to manage the assigned accounts receivable portfolio.
• Conducts advanced analysis of account history and develops client‑specific collection strategies; proactively identifies risk trends and recommends actions to reduce aged receivables.
• Manages high‑impact client and attorney interactions, including escalations; maintains exceptional responsiveness and drives timely resolution while protecting the Firm’s client relationships.
• Drives complex communications with partners and clients; drafts clear, concise summaries and recommended next steps.
• Coordinates across billing, timekeepers, and client contacts to resolve disputed, skipped, and/or past‑due invoices and short payments.
• Maintains accurate account status and follow‑up procedures in ARCS; defines and reinforces documentation standards.
• Research payment misapplications and partners with the A/R team to resolve issues and ensure accurate application of funds.

• Negotiation skills to consider the unique circumstances of the delayed payment, client situation, and viable options to reach a mutually acceptable payment solution.
• Executive‑level communication skills (written, verbal and virtual meetings), including the ability to translate complex account details into clear recommendations.
• Able to build trusted partnerships across the Firm and influence outcomes with attorneys, partners, and senior leaders.
• Able to resolve complex billing disputes through analysis, stakeholder alignment, and persistent follow‑through while preserving client relationships.
• Comfortable influencing partners and senior management with data‑driven recommendations and clear risk/impact tradeoffs.
• Strong business acumen and project/time management skills to prioritize competing deadlines and drive work to closure with minimal supervision.
• Advanced proficiency in Excel and working knowledge of ARCS, Aderant and CoPilot.
• Knowledge of Dunn & Bradstreet credit reports and financial statement analysis; able to identify red flags.
• Able to manage sensitive and high‑stakes conversations with established Firm etiquette, professionalism, and appropriate discretion.
• Thorough knowledge of Firm and Administrative Support Service standards, practices, and procedures, with the ability to recommend and implement controls and improvements.
• Law firm or professional services firm…