Hybrid Client Accounts Project Lead

DLA Piper; San Francisco (CA); Hybrid; USD 100,787 - 160,255; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k)

Job summary

DLA Piper is seeking a Client Accounts Project Manager to support partners in managing complex client portfolios and financial administration. You will liaise between partners, clients, and internal billing, collections, and accounting teams to ensure accurate, timely financial management and superior client service.

The role requires 5 years in legal financial operations or project management, familiarity with billing systems such as Aderant/Intapp, and a proactive, collaborative approach.

Qualifications

• Bachelor’s degree in finance, law, business or related field.
• 5 years’ experience in legal financial operations or project management.
• Experience with billing, collections, client accounting, e-billing, budgeting, accruals, legal financial systems, and matter financial management.
• Familiarity with legal financial systems such as Aderant and Intapp preferred.

Responsibilities

• Manage day-to-day engagement with designated partners, clients, and internal teams to ensure financial administration needs are addressed with accuracy, urgency, and professionalism.
• Convert detailed billing, receivables, and matter information into clear business updates, insights, and recommendations that support informed partner and client decision‑making.
• Produce recurring reporting and financial commentary covering billing activity, collection progress, account status, and related performance trends.
• Drive follow‑through on outstanding items by coordinating with clients, partners, billing personnel, collections staff, and client administration teams through resolution.
• Research and resolve invoice questions, charge allocation issues, budget alignment concerns, and payment barriers in coordination with appropriate internal and external stakeholders.
• Support electronic billing by helping address submission errors, reductions, or rejections.
• Track accruals, approved budgets, alternative fee arrangements, and matter‑level financial activity to identify exceptions, emerging risks, or profitability concerns requiring escalation.
• Evaluate aged receivables and open balances, partnering with responsible parties to remove obstacles, strengthen collection efforts, and improve cash flow outcomes.
• Maintain ongoing visibility into client payment activity and help execute focused collection strategies that support annual financial goals.
• Recommend and implement practical enhancements to workflows, communication practices, reporting methods, and service delivery processes.
• Establish reusable guidance, operational standards, and knowledge‑sharing resources that promote consistency across the department and support broader strategic initiatives.
• Complete additional responsibilities as requested in support of departmental and firm priorities.

Skills

Legal billing

Alt Fee Arrangements

Matter profitability

Realization rates

Client service

Billing systems

Education

Bachelor’s Degree in Finance, Law, Business Administration or related field

Tools

Smartsheet

Microsoft Project

Asana

Trello

Aderant

Intapp

Job description

DLA Piper is seeking a Client Accounts Project Manager to support partners in managing complex client portfolios and financial administration. You will liaise between partners, clients, and internal billing, collections, and accounting teams to ensure accurate, timely financial management and superior client service.

The role requires 5 years in legal financial operations or project management, familiarity with billing systems such as Aderant/Intapp, and a proactive, collaborative approach.