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Client Account Arrangement Manager

Cooley LLP
Palo Alto, California, US
$110K-$155K a year
Full-time

Client Account Arrangement ManagerCooley is seeking a Client Account Arrangement Manager to join the Accounting and Finance team.

Position summary : The Client Account Arrangement Manager is responsible for development and maintenance of the firm's client Outside Counsel's Billing Guidelines ("OCG") process with heightened attention and focus on matter management / maintenance within 3E to include compliance with billing rules.

Specific duties and responsibilities include, but are not limited to, the following :

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

Position responsibilities :

  • Develop and implement a centralized tracking system to manage outside counsel guidelines to ensure compliance with client's billing guidelines
  • Create & manage client / matter billing rate billing arrangements; rate set ups & updates
  • Review outside counsel billing guidelines and confirm clarification of billing rules
  • Collaborate with Business Intake & Conflicts ("BIC") (Conflicts Staff Attorneys) and Strategy and Legal Practice (Pricing teams) to obtain General Counsel signoff for each individual outside counsel billing arrangement request
  • Create and maintain accurate client and / or matter financial arrangements in 3E
  • Set up billing rules in 3E and attach to client / matter; automate rules to interact across multiple teams
  • Manage time entry rules via IntApp Terms to enhance billing rules compliance at the point of time entry
  • Develop streamline workflows to disseminate billing guidelines to internal stakeholders in a timely manner for optimal adherence
  • Create new task / activity list and maintain
  • Understand and set cost constraints in 3E to comply with client's billing guidelines
  • Capture and maintain a repository of client's annual terms for fee rate increases to optimize revenue capture during client's designated approval guidelines
  • Leverage data-driven insights from 3E and Ebill Hub reporting to drive billing compliance

Where applicable (e.g., if role has direct reports) :

  • Serve as direct supervisor and mentor to direct reports
  • Provide day-to-day supervision of direct reports, ensure compliance with assigned work hours and monitor for compliance with all firm and department policies.

Manage staffing coverage, review and process time logs / time off requests

  • Support business professional development and continued educational opportunities
  • In collaboration with immediate supervisor and CN HR, participate in hiring, performance appraisals, counseling, termination and other employee lifecycle events
  • All other duties as assigned or required

Skills and experience :

Required :

  • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Ability to work extended and / or weekend hours, as required
  • Ability to travel, as required
  • 5+ years directly applicable experience in the field (e.g., legal billing or e-billing management experience in a law firm environment)
  • Strong analytical skills
  • Broad knowledge base of implementation process to onboard e-billed clients

Preferred :

  • Bachelor's degree
  • Prior experience working with 3E
  • Supervisory experience

Competencies :

  • Ability to work in a fast-paced environment
  • Ability to work independently with strict, specific deadlines
  • Strong client service and problem-solving skills
  • Strong attention to detail and excellent organizational skills
  • Excellent follow through, accuracy, initiative, and math skills
  • Proactive, ability to successfully maintain and promote attorney and client relations
  • Professional demeanor
  • Excellent and effective communication (verbal and listening) and writing skills
  • Collaborative
  • Ability to interact and work well with others (co-workers and vendors)
  • Reliable

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices.

EOE.

The expected annual pay range for this position is $110,000 - $155,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and / or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and / or adults and other parental support benefits.

In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year.

We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

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17 hours ago
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