Legal Client Success & Billing Specialist

Law Office of Bryan Fagan; Brownsville (TX); On-site; USD 42,000 - 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 manage client relationships, monitor accounts, and ensure billing accuracy across platforms. The role emphasizes proactive communication, conflict resolution, and reporting on case milestones.

Candidates should have 2+ years in client-focused roles, strong communication skills, and fluency with Clio and Google Sheets. This is a full-time on-site position in The Woodlands, TX.

Qualifications

• 2+ years of experience in customer service, client success, or account management (preferably in legal or professional services).
• Strong verbal and written communication skills 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

• Client Relationship Management: Serve as the dedicated liaison for active clients throughout their engagement.
• Account Oversight & Communication: Monitor client accounts and maintain case milestones across platforms.
• Engage in regular client communication via calls, emails, and texts to ensure satisfaction and transparency.
• Support contract compliance, financial accountability, and cross-functional collaboration with the billing team.

Skills

Customer service

Client success

Account management

CRM proficiency

Strong communication

Numbers & billing

Tools

Clio

Google Sheets

Internal case management

Job description

The Law Office of Bryan Fagan is seeking an Account Representative in the Billing department to manage client relationships, monitor accounts, and ensure billing accuracy across platforms. The role emphasizes proactive communication, conflict resolution, and reporting on case milestones.

Candidates should have 2+ years in client-focused roles, strong communication skills, and fluency with Clio and Google Sheets. This is a full-time on-site position in The Woodlands, TX.