Sr. Client Accounts Specialist

Vaco LLC; Tampa (FL); On-site; USD 41,000 - 59,000; Full time

Job summary

Vaco in Dallas, TX seeks a Senior Client Accounts Specialist to manage client relationships and collections for a portfolio of attorneys and accounts, with the goal of maximizing realization. The role is primarily collections, but also requires a working understanding of legal e-billing.

Customer service is the most important aspect of this job. Day-to-day tasks include managing high-dollar inventory, contacting clients and attorneys about past-due payments, negotiating plans, resolving

Qualifications

• 5-7 years of progressive experience in collections, client relations, and account management.
• Legal industry experience at a law firm or in a corporate legal department.
• Working understanding of legal e-billing.
• Advanced Excel skills, including VLOOKUP, XLOOKUP, and pivot tables, plus strong MS Office skills.
• Excellent customer service, plus strong verbal and written communication.
• Tact and diplomacy in sensitive client conversations.
• Solid knowledge of billing, collections, and basic accounting principles.

Responsibilities

• Manage an assigned portfolio of attorneys and accounts, overseeing high-dollar inventory and resolving aged invoices, credit balances, and unbilled time promptly.
• Contact clients, attorneys, and practice assistants by email, phone, and mail about past-due payments.
• Negotiate payment plans when needed and monitor adherence.
• Coordinate with the e-billing team to resolve invoice rejections, reductions, and submission issues blocking payment.
• Respond promptly to collection questions from attorneys, practice assistants, and firm leadership.
• Prepare and present reports on delinquent accounts to firm leadership and flag at-risk inventory.

Skills

Client relations

Account management

Communication

Customer service

Negotiation

Billing & accounting knowledge

Tact & diplomacy

Education

Bachelor's degree in business/finance or related field

Tools

Excel

Aderant

BillBlast

CounselLink

Legal Tracker

Job description

The Senior Client Accounts Specialist manages client relationships and collections for a portfolio of attorneys and accounts, with the goal of maximizing realization. The role is mostly collections, but it also requires a working understanding of legal e-billing. Customer service is the most important part of this job.

Location:

Dallas, TX (75201) 3 days/week On-Site

Compensation:

$30-$43/hourly

Schedule:

Monday-Friday 8am-5:00pm

Qualifications:

• 5-7 years of progressive experience in collections, client relations, and account management.
• Legal industry experience, such as at a law firm or in a corporate legal department. (NEEDED)
• A working understanding of legal e-billing.
• Advanced Excel skills, including VLOOKUP, XLOOKUP, and pivot tables, along with strong overall Microsoft Office skills.
• Excellent customer service, plus strong verbal and written communication.
• Tact and diplomacy in sensitive client conversations.
• Solid knowledge of billing, collections, and basic accounting principles

Preferred

• A bachelor's degree in business, finance, or a related field, or an equivalent combination of education and experience.
• Experience with Aderant.
• Experience with legal e-billing platforms such as BillBlast, CounselLink, and Legal Tracker.

Day to Day:

• Manage an assigned portfolio of attorneys and accounts. This includes overseeing high-dollar inventory, analyzing accounts, and resolving aged invoices, credit balances, and unbilled time promptly.
• Contact clients, attorneys, and practice assistants by email, phone, and mail about past-due payments.
• Negotiate payment plans when needed, and monitor whether clients keep to them.
• Work with the e-billing team to resolve invoice rejections, reductions, and submission issues that hold up payment.
• Respond promptly and accurately to collection questions from attorneys, practice assistants, and firm leadership.
• Prepare and present reports on delinquent accounts to firm leadership. Flag at-risk inventory and recommend next steps.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.