Data Billing Strategist

Robinson and Casey, PLLC; Arizona; Hybrid; USD 15,000 - 18,000; Full time

Job summary

Robinson and Casey, PLLC is seeking a Data & Billing Strategist to drive financial execution and reporting intelligence. This remote international role focuses on precise billing, operational analytics, and scalable reporting across Clio, HubSpot, Notion, Excel, and other tools.

You will move between invoicing, data reconciliation, and building dashboards to inform firm growth. The ideal candidate is highly analytical, detail-oriented, and energized by dashboards and trends.

Qualifications

• 1-2 years of experience at a law firm.
• Customer service orientation and client handling skills.
• Knowledge of basic billing practices and invoice creation.
• Able to work in a collaborative team environment.
• Experience with Clio Billing is preferred.

Responsibilities

• Oversees billing process for all firm clients.
• Coordinate flat fee payments with Case Specialist and record in Clio.
• Coordinate with Legal Team on invoicing and retainers.
• Update client accounts and manage retainer replenishment.
• Ensure client accounts are current on funding and follow up on outstanding balances.
• Support clients with invoice questions (not legal advice).
• Notify Director of Operations of aging AR and issues.
• Update records for family support program attendance and notes.

Skills

Customer service

Billing basics

Team collaboration

Tools

Clio Billing

Job description

The Data & Billing Strategist is a high-impact operational role responsible for driving both the financial execution and reporting intelligence of the firm. This individual owns the firm’s billing processes with precision and consistency while simultaneously serving as a key contributor to operational visibility, analytics, and business performance tracking. The right candidate is exceptionally detail-oriented, highly analytical, and genuinely energized by numbers, dashboards, reporting, and identifying trends within data. They should be able to move seamlessly between executing bi-weekly invoicing, reconciling financial information, building Excel dashboards, pulling reports from multiple systems, and translating raw data into actionable operational insight. This role is ideal for someone who loves bringing clarity to complexity and takes pride in building organized, reliable, and meaningful reporting systems. The Data & Billing Strategist will work across platforms such as Clio, HubSpot, Notion, Excel, and other operational tools to support operational visibility related to performance, revenue, KPIs, workflow efficiency, and firm growth. This is not a traditional billing or administrative position. It is a strategic operational role for someone who thrives in fast-paced environments, enjoys solving problems through data, and wants to directly contribute to the continued growth and scalability of a mission-driven law firm. This position is remote in South Africa. At Robinson & Casey, we believe that compassion and doing things the right way go hand in hand. We specialize in Behavioral Health Law — the Marchman Act and Guardianship — which means we walk alongside families in the hardest moments of their lives, guiding them down proven legal paths to lifesaving treatment for their loved ones. We're not just in the business of law. We're in the business of helping families rebuild, recover, and move forward — through systems that work, processes we trust, and a team that shows up for every family we serve. Our values — Honesty, Courage, Integrity, Empathy, Perseverance, and Service — guide everything we do.

Responsibilities

• Oversees the billing process for all the Firm’s clients.
• Coordinates with the Case Specialist to ensure that all flat fee payments for Marchman Act and Guardianship are collected upfront prior to commencing any work on the case. Records the flat fee amounts collected in Clio for uniform reporting.
• Coordinates with Legal Team at the Firm on invoicing and bill collection if casework extends beyond the original flat fee amount. Sends the evergreen retainer request and collects the evergreen retainer amount before additional work can be completed.
• Works with clients to update their accounts for billing purposes, including maintaining a credit card on file for retainer replenishment.
• Ensures that all client accounts are up to date on funding and follows up with any clients with outstanding balances.
• Works with clients who are paying with a form of payment besides a credit card to ensure their retainer balance is constantly replenished according to the terms of the engagement letter.
• Provides support and answers any general questions from clients on their invoice (note: this position is not to provide legal consultation or advice on services).
• Informs the Director of Operations of any client billing issues, inconsistencies, or accounts receivable that are more than 30 days old.
• Updates client records with information related to the firm’s family support groups program, including session attendance, notes, and assigned facilitator information.

Qualifications

• 1-2 years of experience working at a Law Firm.
• Must be customer service-oriented and able to handle client concerns, issues, or questions.
• Knowledge of basic billing practices and how to create and send invoices.
• Be able to work in a collaborative team environment where input and collaboration are required to complete the daily tasks.
• Experience with Clio Billing is preferred.

Compensation: $15,000 - $18,000 USD yearly