Revenue Operations Specialist

Milbank; New York (NY); On-site; USD 60,000 - 95,000; Full time

Job summary

A leading firm in New York is seeking a Revenue Operations Specialist to manage setups for timekeepers, clients, and matters. This role emphasizes compliance and quality control, ensuring accurate data maintenance and effective collaboration with finance and legal teams. The Specialist will handle daily workflows, billing accuracy, and prepare reports while adhering to strict deadlines. Ideal candidates will have a background in accounting or business, along with relevant experience in billing departments.

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.
• Prepare various reports and analyses as requested.

Skills

Communication

Detail Oriented

Flexibility

Education

Bachelor's degree in Accounting or Business

Tools

Elite Enterprise

3E

MS Outlook

MS Word

MS Excel

MS Power Point

Job description

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

• Participate in daily workflows related to new hires and terminations, confirming accuracy of imported data and making updates as needed. • 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.• Ensure timekeepers, clients and matters are setup in accordance with Partner and Practice Group requirements to include bill templates, bill frequency and application of client exception rates.• Review Outside Counsel Guidelines to identify relevant instruction related to Revenue and prepare communication regarding same.• Implement and maintain client / matter setups to ensure adherence to the client’s billing requirements including task/activity codes, budgets, fee arrangements, time increments, frequency, and invoice templates.• Confirm compliance with the firm’s accounting, billing and collection policies, and ensure integrity of the firm’s financial and operating information.• Assist with implementation of timekeeper rates in accordance with annual timekeeper rate increases, client engagement letters and alternative fee arrangements• Effectively collaborate with finance and legal teams to ensure quality and consistency in intake processes. • Respond promptly to inquiries from attorneys and other administrative departments, providing support and escalating issues as necessary to ensure resolution. • Work closely with the Rates Specialist and RevOps Manager to ensure billing accuracy and compliance, fostering a collaborative environment that supports efficient operations.• Prepare various reports and analyses, as requested. • Provide coverage during absence of other team members.• Other responsibilities within the billing/collection function as they may be assigned from time-to-time.

The anticipated base salary range offered for this role will be between $60,000 to $95,000 and represents the firm’s good faith and reasonable estimate of the base compensation range. Actual base compensation will be dependent upon several factors, including but not limited to the candidate’s relevant experience, performance, qualifications, degrees, and location, as well as the needs of the firm.

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 Power Point. • Strong written and verbal communication skills.• Ability to work independently and with a large team, and meet strict deadlines; detail oriented.• Flexibility with overtime when necessary.