Key skills
Communication
About this role
Role Overview
- Maintain accurate billing records.
- Follow up on outstanding balances.
- Support financial reporting.
- Perform additional billing and administrative tasks as needed.
- Update client lifecycle tracker with billing data upon case completion.
- Build and maintain monthly budget and profit & loss reports in Excel.
- Adjust contingency invoices based on instructions.
- Close out client accounts and apply trust funds as directed.
- Follow up with clients weekly or biweekly via calls and emails regarding outstanding balances.
- Pull reports from the billing platform and maintain accurate records.
- Monitor aging accounts receivable and update tracking spreadsheets.
- Prepare monthly client invoices for review and approval.
Requirements
- Accounts Receivable Experience
- Prior experience in AR and collections processes
- Experience making collections calls and handling outstanding balances
- Excellent spoken English
- Professional and confident communication over the phone
- Ability to clearly discuss payment matters with clients
- Advanced Excel proficiency
- Ability to manipulate, organize, and calculate financial data
- High level of accuracy with financial data
- Strong organizational skills
- Ability to manage and track billing information consistently
- Experience working in a law firm or legal billing environment (preferred)
- Familiarity with Clio or similar billing software (preferred)
Benefits
- Competitive salary.
- Paid Time Off.
- Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.