Client Account Arrangement Manager
Cooley 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:
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 streamlined 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.
Supervisory Responsibilities:
- 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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