Client Receivables Specialist

Open Systems Technologies; Atlanta (GA); Hybrid; USD 75,000 - 100,000; Full time

Job summary

Open Systems Technologies seeks a Client Receivables Specialist for hybrid roles in Atlanta, Dallas, Denver, Nashville or Philadelphia. You will manage collections, respond to Client and Billing Attorney inquiries, and provide regular status updates on inventory to billing counsel.

You will work with CFO, Director of Financial Operations, and Credit Control to drive inventory turnover, reduce write-offs, and ensure timely postings of client payments.

Qualifications

• Minimum 5 years of law firm collections or B2B collections.
• Strong organizational skills with attention to detail.
• Excellent verbal and written communication and presentation.
• Proven relationship-building abilities.
• Proactive, self-motivated with ability to manage multiple projects.
• Experience with ARCS and 3E is a plus.
• Previous AmLaw 100 law firm experience preferred.

Responsibilities

• Lead and/or assist with all aspects of collections with focus on delinquent accounts and inquiries.
• Maintain communication with Clients and Billing Attorneys regarding inventory status.
• Provide monthly updates to Billing Attorneys on client inventory positions.
• Assist leadership in forecasting and achieving monthly revenue goals.
• Deliver service to ensure Billing Attorney and Client satisfaction with discretion and judgment.
• Maintain accuracy with high volume of billing attorneys and clients.
• Work with billing team to deliver invoices and address concerns quickly.
• Identify inventory trends, risks, and actions to address them.
• Assist in adherence to Firm policies to improve inventory management and turnover.
• Reduce A/R write-offs and minimize A/R over 90 days old.
• Develop improved workflow methods for common A/R tasks.
• Build relationships with cross-functional teams and meet with attorneys to discuss at-risk accounts.
• Collaborate with Credit Department to vet clients for financial risk.
• Ensure timely postings of client payments with cash applications team.
• Work with all Finance & Accounting functions to deliver quality service.
• Proficient in 3E, ARCS, and Microsoft Word, Outlook, & Excel.
• All other duties as assigned.

Skills

Strong organizational skills

Excellent communication skills

Team player

Attention to detail

Proficient with Microsoft Excel

Tools

3E

ARCS

Microsoft Word

Microsoft Excel

Outlook

Job description

Our client is seeking a Client Receivables Specialist position in our Atlanta, Dallas, Denver, Nashville, or Philadelphia office. This position would qualify for a hybrid role in one of the cities listed.

CORE RESPONSIBILITIES

• Lead and/or assist with all aspects of collections with a focus on delinquent accounts and responses to Client and Billing Attorney inquiries in an effective, efficient, and professional manner.
• Maintain constant communication/interaction with Clients and Billing Attorneys regarding status of inventory.
• Provide regular (at least monthly) updated information to Billing Attorneys regarding the status of their client inventory positions.
• Assist the Director and the Team in efforts to provide better forecasts and achieve monthly revenue goals.
• Deliver a level of service to ensure Billing Attorney and Client satisfaction while exercising appropriate discretion and independent judgment in the execution of said duties.
• Maintain accuracy and efficiency when working with a high volume of assigned billing attorneys and clients.
• Work closely with the billing team to ensure that we efficiently deliver all invoices to our clients and address any concerns or changes quickly.
• Identify inventory trends, risks, and challenges and develop sensible action plans to address them.
• Assist the CFO, Director of Financial Operations, and the Director of Credit Control with adherence to Firm policies and procedures to drive positive inventory management and turnover results.
• Focus on reducing the average A/R write-offs of the Firm while at the same time minimizing A/R that is over 90 days old.
• Assist in developing improved workflow methods for common A/R tasks that will minimize time required of Billing Attorneys for request/approvals but still maintain appropriate internal controls.
• Build and maintain effective working relationships with cross-functional support departments and team members.
• Meet regularly with assigned billing attorneys to discuss potential at risk accounts and develop action plans to address issues in a prompt and effectual way.
• Work with Credit Department to ensure that we regularly vet clients for potential financial risk.
• Interact closely with the cash applications team to ensure timely and accurate postings of client payments.
• Work effectively with all Finance & Accounting functions to deliver high quality, accurate, timely, seamless service to attorneys and clients, in accordance with established firm policies.
• Proficient in 3E, ARCS, and Microsoft Word, Outlook, & Excel.
• All other duties, as assigned, to ensure the success of the department and Firm.

QUALIFICATIONS

• 5 or more years of related experience in law firm collections and/or business-to-business collections experience.
• Excellent organizational skills and keen attention to detail and quality.
• Excellent verbal and written communication/presentation skills.
• Strong demonstrated relationship-building skills.
• Highly motivated with ability to drive results and work on multiple projects with minimal supervision.
• Ability to work in a team environment with changing priorities and time pressures.
• Strong demonstrated work ethic.
• A high level of proficiency with Microsoft Excel and Microsoft Word.
• Legal billing experience is a plus.
• Experience with ARCS and 3E is a plus.
• Prior AmLaw 100 law firm experience preferred.

The budgeted salary range for this position is $75,000 - $100,000.