Job Description
(* denotes an “essential function”)
- *Supervises financial support services employees to ensure outstanding service to client while building strong customer relationships
- Ensures that billing workloads are appropriately weighted and balanced
- *Identifies areas for additional training to ensure that skill levels are uniformly excellent across the group
- *Monitors client inventory balances assigned to team members based upon job specifications; ensures timely billing of unbilled balances and consistent follow-up on accounts receivable
- *Provides training for financial support services team and ensures 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
- *Serves as initial point of contact and aids team members with daily questions and concerns
- *Ensures consistent and regular communication with law firm around aged balances and identifies and elevates problem accounts to management
- Maintains a thorough knowledge of client billing and payment terms, discount arrangements, lawyer and client preferences.
- Ensures compliance with firm guidelines
- *Produce required reports on schedule
- *Ensures E-Billed invoices are transferred to the e-billing vendor in a timely fashion
- *Address performance issues among team members
- Work with manager to create development plans and challenging assignments for team members
- *Escalate to manager client or team concerns to proactively resolve issues
Job qualifications
- Associate or bachelor’s degree required with concentration in Business, Finance or other related discipline. Commensurate experience may be considered in lieu of education, based upon candidate’s overall employment history
- 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.
Top Skills
What We Do
Williams Lea is the global provider of tech-enabled skilled business-critical support services to financial, legal and professional services firms, connecting people, processes and technology to streamline key business and administrative functions and helping companies adapt to a more virtual and digital workplace.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide. Williams Lea is backed by Advent International, one of the largest and most experienced global private equity investors.
