Client Success & Billing Specialist

Law Office of Bryan Fagan; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401K - with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan is seeking an Account Representative in the Billing department to be the primary contact for active clients, ensuring engagement, satisfaction, and retention across case milestones. This role emphasizes proactive client relationship management, contract compliance, and financial transparency.

You will manage client communications across calls, emails, texts, and portals (Clio, Google Sheets); maintain accurate records, monitor milestones, and support

Qualifications

• 2+ years of experience in customer service, client success, or account management, preferably in legal, financial, or professional services.
• Strong verbal and written communication across phone, email, and text platforms.
• Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms.
• Demonstrated ability to manage multiple accounts and prioritize effectively.
• Proficient in Excel.

Responsibilities

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
• Meet with clients at designated stages of their case—such as mediations, depositions, arbitrations, and trial to ensure transparency, preparedness, and understanding of both legal and financial expectations.
• Engage in heavy client communication using multiple channels, including verbal calls and meetings, written emails, and texting, using platforms like Clio, client portals, and secure messaging tools.

Skills

Client relationship management

Verbal and written communication

Multitasking

Attention to detail

Tools

Clio

Google Sheets

Internal case management platforms

Excel

Job description

The Law Office of Bryan Fagan is seeking an Account Representative in the Billing department to be the primary contact for active clients, ensuring engagement, satisfaction, and retention across case milestones. This role emphasizes proactive client relationship management, contract compliance, and financial transparency.

You will manage client communications across calls, emails, texts, and portals (Clio, Google Sheets); maintain accurate records, monitor milestones, and support