Client Account Specialist

Responsibilities:

• Establishing, fostering, and maintaining professional and collaborative relationships with attorneys, staff, and clients to ensure compliance with both attorney and client specifications, managing all billing and collections processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
• Primarily handling complex billing arrangements which may include client-level billing and collections.
• Training and mentoring billing specialists.
• Verifying rates with the rate analysts, reviewing, and implementing the outside counsel guidelines, monitors fee caps, tier discounts, and matter budgets; setting up and monitoring alerts; communicating with the firm’s Billing & Intake Committee regarding discounts, write-downs, and write-offs.
• Managing the prebill to the final bill process; ensuring that billing attorneys receive accurate prebills and that they return their prebills in a timely...

Responsibilities:

• Establishing, fostering, and maintaining professional and collaborative relationships with attorneys, staff, and clients to ensure compliance with both attorney and client specifications, managing all billing and collections processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
• Primarily handling complex billing arrangements which may include client-level billing and collections.
• Training and mentoring billing specialists.
• Verifying rates with the rate analysts, reviewing, and implementing the outside counsel guidelines, monitors fee caps, tier discounts, and matter budgets; setting up and monitoring alerts; communicating with the firm’s Billing & Intake Committee regarding discounts, write-downs, and write-offs.
• Managing the prebill to the final bill process; ensuring that billing attorneys receive accurate prebills and that they return their prebills in a timely...

Our Company:

Tactiq is on a mission to eliminate the headaches and hassles of retail with a focus on the direct store delivery distribution model. Retailers, manufacturers, and distributors deal with poor communication, out-of-stocks, invoicing errors, and price book challenges. These problems hurt your sales, profits, and customer loyalty. At Tactiq, we believe the DSD model can be done better. And we believe shoppers deserve much better.

Position Purpose:

As a Client Account Specialist, you will play a crucial role in ensuring client satisfaction and maintaining strong relationships with our customers. You will be responsible for providing exceptional service and support to our clients, addressing their inquiries and concerns, and ensuring all their needs are met.

 In this role, you will have the opportunity to collaborate with cross-functional teams to ensure client success. You will be a key point of contact...

Responsibilities:

• Understand the client arrangements cycle thoroughly and managing a wide portfolio of negotiated fee arrangements.
• Maintenance of timekeeper records.
• Review and analyze our client fee arrangements to ensure the corresponding billing information is implemented properly in our financial and legal management system.
• Review, analyze and implement Outside Counsel or billing guidelines received from clients to identify new requirements that will have an impact on the client’s billing process or realization.
• Communicate the client fee arrangements and billing requirements to appropriate Firm teams and personnel effectively.
• Conduct root cause analyses to identify opportunities for process improvements and training.
• Assist with data clean up from the Elite to Aderant conversion to enhance Aderant functionality.
• Maintain status reports for rejected invoices due to rate errors for the billing and...