Billing Coordinator

The Phoenix Group; San Francisco (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

A national client-focused firm is seeking a Client Accounting Service Desk Specialist in San Francisco, California. In this role, you will manage billing requests, provide accurate reports, and ensure excellent client service. The ideal candidate will have strong communication skills, proficiency in Microsoft Office, and a keen interest in legal accounting. Join a diverse workplace that promotes equal opportunities and values inclusivity.

Qualifications

• Strong interest in building a career in legal accounting is essential.
• Some billing experience is a plus, but not required.

Responsibilities

• Manage and fulfill billing-related requests.
• Deliver accurate billing data and reports.
• Monitor workflow queues to ensure service-level expectations are met.
• Provide backup support for Client Accounting team members.

Skills

Strong written and verbal communication skills

Excellent customer service skills

Proficiency in Microsoft Outlook

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Attention to detail

Education

Some college coursework in accounting or business

Associate's degree

Job description

Client Accounting Service Desk Specialist

About the Role

The Client Accounting Service Desk Specialist supports the Client Accounting team by managing and fulfilling billing-related requests submitted through firm workflows. This role serves as a key point of contact for internal staff and attorneys, delivering accurate billing data, reports, and guidance on billing procedures while ensuring a high standard of service.

Client Service Responsibilities

• Demonstrate and reinforce the Firm’s Client Service Principles through collaboration, quality work product, and professional interactions.
• Deliver consistent, high-quality service to internal and external clients.
• Proactively support a service-oriented culture across the department and teams.
• Respond to requests with an understanding of their impact on client satisfaction and Firm operations.
• Utilize the Firm’s financial systems, workflows, and tools to review, assign, and complete ad hoc requests, including prebills, inventory reports, invoice copies, and general billing inquiries.
• Monitor workflow queues to ensure service-level expectations and response timelines are met.
• Review Outside Counsel Guidelines and document client-specific billing requirements.
• Develop a strong understanding of client and matter setups; review and audit setups for accuracy and compliance.
• Provide backup support for Client Accounting team members, including assistance during absences and distribution of prebills during the monthly prebill cycle.
• Assist with financial audits and reconciliations, including preparing and submitting electronic billing files to clients.

About You

• Some college coursework in accounting or business is preferred; an associate’s degree is strongly preferred.
• Prior billing experience is a plus but not required; a strong interest in building a career in legal accounting is essential.
• Strong written and verbal communication skills, with the ability to communicate clearly and tactfully with peers and internal clients.
• Excellent customer service skills, including the ability to assess requests, provide thorough and timely responses, and keep stakeholders informed on complex matters.
• Proficiency in Microsoft Outlook, Word, and Excel is required; enthusiasm for learning new systems and applications is highly valued.
• Exceptional attention to detail with the ability to follow instructions accurately and manage multiple priorities.
• Demonstrated ability to maintain confidentiality regarding Firm and client information.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.