Revenue Operations Specialist

Milbank LLP; New York (NY); Hybrid; USD 60,000 - 95,000; Full time

Job summary

A leading company in New York seeks a Revenue Operations Specialist to manage client and matter setups, ensuring compliance and quality control. The role involves working with financial systems, collaborating with teams, and maintaining accurate data. Ideal candidates have a Bachelor's degree and relevant experience in billing within a law firm. Competitive salary offered based on experience.

Qualifications

• 3+ years' experience in a large law firm billing department or comparable industry.
• Proficiency in Elite Enterprise or 3E preferred.

Responsibilities

• Manage intake processes for new clients, matters, and timekeepers.
• Ensure compliance with billing requirements and firm policies.
• Collaborate with finance and legal teams for quality intake.

Skills

Communication

Detail-oriented

Independence

Education

Bachelor's degree in Accounting or Business

Tools

Elite Enterprise

3E

MS Outlook

MS Word

MS Excel

MS PowerPoint

Job description

Revenue Operations Specialist

Job Locations: US-NY-New York | US-Kansas City Metropolitan Area

Job ID: 2025-1525

Category: Accounting/Finance/Billing

Location : Address: 33 Whitehall Street

Type: Full-Time

Workplace Type: Hybrid

Location: US-NY-New York

Overview

The Revenue Operations Specialist works with the Intake Team to facilitate all firm setups for timekeepers, clients, and matters, with a strong emphasis on compliance and quality control. The Specialist should possess a basic understanding of how these setups affect the client invoice cycle and firm reporting. Key responsibilities include managing the intake processes for new clients, matters, and timekeepers, ensuring accurate data maintenance within the financial system, and promptly responding to requests.

Responsibilities

1. Participate in daily workflows related to new hires and terminations, confirming accuracy of imported data and making updates as needed.
2. Review and approve case memos through the Intapp Open software and ensure accurate data entry into the 3E billing system. Identify and rectify any missing or incorrect information, securing necessary approvals to ensure that new clients and matters are properly imported into the system.
3. Ensure timekeepers, clients, and matters are set up in accordance with Partner and Practice Group requirements, including bill templates, bill frequency, and application of client exception rates.
4. Review Outside Counsel Guidelines to identify relevant instructions related to Revenue and prepare communication regarding the same.
5. Implement and maintain client/matter setups to ensure adherence to billing requirements, including task/activity codes, budgets, fee arrangements, time increments, frequency, and invoice templates.
6. Confirm compliance with the firm's accounting, billing, and collection policies, and ensure the integrity of the firm's financial and operating information.
7. Assist with implementation of timekeeper rates in accordance with annual rate increases, client engagement letters, and alternative fee arrangements.
8. Collaborate effectively with finance and legal teams to ensure quality and consistency in intake processes.
9. Respond promptly to inquiries from attorneys and administrative departments, providing support and escalating issues as necessary.
10. Work closely with the Rates Specialist and RevOps Manager to ensure billing accuracy and compliance.
11. Prepare various reports and analyses as requested.
12. Provide coverage during team members' absence.
13. Perform other responsibilities within the billing/collection function as assigned.

The anticipated base salary range for this role is between $60,000 and $95,000, depending on experience, performance, qualifications, degrees, and location.

Qualifications

• A Bachelor's degree or equivalent is recommended; preferably in Accounting or Business.
• 3+ years' experience in a large law firm billing department or comparable industry.
• Proficiency in Elite Enterprise or 3E preferred; experience with Design Gallery, ARCS, Target*Cash, Intapp Open, and Intapp Time is a plus.
• Experience with BillBlast, eBilling Hub, and E-Billing vendor sites preferred.
• Proficiency in MS Outlook, Word, Excel, and PowerPoint.
• Strong written and verbal communication skills.
• Ability to work independently and with a large team, meet deadlines, and be detail-oriented.
• Flexibility to work overtime when necessary.