Client Billing & Relationships Coordinator

Withers; San Francisco (CA); On-site; USD 38,572 - 46,838; Full time

Job summary

Withers is seeking a Client Relationship Coordinator in San Francisco to manage billing, intake, and finance tasks. You will liaise between attorneys, secretaries, finance, risk, and clients to implement best practices across matters and resolve invoice queries.

The role requires strong communication, organization, and cross‑functional collaboration, with a focus on accurate invoicing, risk assessments, and finance governance. This is an on-site position in San Francisco.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• At least two years of administrative and/or finance experience.
• Strong proficiency with Microsoft Office Suite.
• Excellent oral and written communication with influencing ability.
• Detail-oriented, highly organized and able to multi-task.
• Team player with ability to build relationships with stakeholders.

Responsibilities

• Coordinate billing, including monitoring fees and financial metrics.
• Prepare monthly invoices and narratives; process third-party invoices.
• Improve billing speed, accuracy, and cost recovery.
• Maintain bill trackers and respond to client queries.
• Assist with credit control and debt management.
• Produce credits/discounts; support fee proposals and matter management.
• Handle NBI intake in Intapp Open; assess risk for new clients/matters.
• Draft engagement letters and conflict waivers with Risk & Compliance.
• Construct/modify ethical walls in Intapp Walls; screen clients.
• Generate reports for partners; ensure compliance with finance rules.
• Support general accounting and financial housekeeping.

Skills

Excellent communication

Detail oriented

Highly organized

Team player

Stakeholder relationships

Education

High School Diploma

Bachelor's Degree preferred

Tools

Microsoft Office

Intapp Open

Intapp Walls

Job description

Withers is seeking a Client Relationship Coordinator in San Francisco to manage billing, intake, and finance tasks. You will liaise between attorneys, secretaries, finance, risk, and clients to implement best practices across matters and resolve invoice queries.

The role requires strong communication, organization, and cross‑functional collaboration, with a focus on accurate invoicing, risk assessments, and finance governance. This is an on-site position in San Francisco.