The Client Service Operations team works with all internal Kroll business units to research, curate and collect financial & business data from various internal and external sources. The teams work involves researching & collection of financial & business data available in various publicly available sources and Kroll proprietary files and data, subsequent analysis thereof and eventually quality control of the same information.
The Day-to-day Responsibilities Include But Are Not Limited To
Operational ownership
- Lead the establishment and operational management of the Billing Specialist function supporting multiple Service Lines, ensuring standardized, scalable, and efficient billing operations.
- Build and oversee the end-to-end invoice lifecycle, including invoice calculation, pricing and contract validation, milestone/progress billing, adjustments, credits, e-billing submissions, client delivery, and compliance with agreed SLAs.
- Partner with Service Lines to transition billing activities into CSO by developing transition plans, documenting requirements, mitigating risks, and ensuring seamless knowledge transfer.
- Develop and implement standardized billing workflows, operating procedures, governance frameworks, service catalogues, and process controls across all supported business units.
- Oversee billing queues, work allocation, backlog management, and workload balancing while ensuring timely completion and high-quality output.
- Lead Work-in-Progress (WIP) governance by monitoring aged WIP, validating billing readiness, supporting invoice forecasting, and driving timely conversion of WIP to billed revenue.
- Collaborate with Accounting, Revenue, Finance, and Project teams to validate rates, pricing, contract terms, taxes, charge codes, discounts, and revenue recognition requirements.
- Drive operational excellence by identifying opportunities for automation, process optimization, system enhancements, and continuous improvement across ERP, CRM, and billing platforms.
- Establish operational KPIs, dashboards, and reporting mechanisms to monitor billing accuracy, turnaround time, productivity, backlog, WIP movement, and service delivery performance.
- Ensure readiness for internal, external, and SOX audits by maintaining complete documentation, approvals, audit trails, and compliance with internal controls.
People leadership
- Build, lead, and scale a high-performing Billing Specialist team by driving hiring, onboarding, capability development, workforce planning, coaching, and performance management.
- Establish team structure, roles, responsibilities, productivity standards, quality benchmarks, and career development frameworks.
- Provide regular coaching, performance feedback, mentoring, and succession planning to build future leadership capability.
- Lead quality calibration sessions and implement targeted training plans to improve billing accuracy, productivity, and customer experience.
- Ensure adequate staffing and resource allocation to support business growth, seasonal demand, month‑end close, and new service transitions.
Stakeholder management
- Act as the primary billing operations partner for Service Lines, Finance, Revenue, Accounting, Project Management and other internal stakeholders.
- Lead stakeholder discussions during process transitions, workflow design, service improvements, and operational governance meetings.
- Resolve complex billing issues involving contracts, pricing, invoice disputes, e‑billing portal rejections, purchase orders, funding limitations, and client‑specific billing requirements.
- Build trusted partnerships with business leaders by providing operational insights, recommendations, and proactive support to improve billing performance.
Controls, compliance & quality
- Establish and maintain strong governance over billing operations, ensuring compliance with company policies, SOX requirements, internal controls, and applicable accounting standards.
- Ensure segregation of duties, billing approvals, documentation standards, audit readiness, and consistent adherence to established operating procedures.
- Drive continuous improvement initiatives to reduce billing errors, eliminate manual activities, improve first‑pass invoice accuracy, and strengthen operational controls.
- Maintain and continuously enhance SOPs, process documentation, knowledge repositories, and control frameworks.
Reporting & analytics
- Develop executive dashboards and operational reports covering invoice turnaround time, billing productivity, first‑pass yield, backlog, WIP ageing, dispute trends, billing accuracy, and service level performance.
- Provide regular operational insights and recommendations to leadership using data‑driven analysis.
- Partner with Finance and Service Lines on capacity planning, invoice forecasting, workload projections, and resource planning.
- Monitor operational KPIs and identify opportunities to improve efficiency, productivity, revenue realization, and customer satisfaction.
Process excellence & systems
Lead process design The C