Schoenberg Family Law

Compensation

Full Description

Location: Remote – San Francisco Bay Area Responsibilities: • Support with monitoring of client account balances, AR collection outreach by phone and email, and detailed documentation in CRM system. • Serves as key support role during the monthly billing cycle in support of designated tasks and workflow while working within allotted times to meet deadlines. • Attend monthly virtual meetings in support of the billing cycle. • Assist with daily bill preparation and issuing of bills to client. • Assist with payment processing, refunds, and documentation. • Support with daily AR reconciliation; identify any issues while determining cause and resolution. • Provide client account information and analysis to legal team in a timely manner. • Complete audit and analysis of pre-bills and work with legal team to improve accuracy. • Support the billing dispute process including communication with clients and legal team, analysis, documentation, and resolution. • Provide recommendations for process improvements in support of client services, P&L, compliance, and efficiency. • Conduct weekly calls with the legal team to discuss case work and retainer forecasting needs. • Able to commit to working extended hours and weekends during the monthly billing cycle. • Maintains a sense of urgency and responsiveness with emphasis on accuracy and accountability. • Must maintain a positive attitude while managing competing priorities and frequent communication with team members. • Other duties as delegated by the Department Director. Experience and Skills: • 5+ years of experience in high volume customer service, accounting, accounts receivables, dispute resolution, compliance, analysis, reporting and documentation. • Exceptional professional communication skills, both verbal and written. • Confident and effective communicator; position will interact with clients and personnel of all levels within the firm. • Communicates effectively through professional business writing with emphasis on accuracy. • Must have aptitude for confidently crafting communication tailored to negotiating and specific problem-solving. • Apply critical thinking with ability to pivot quickly to address client’s needs through written and verbal communication. • Must have knowledge of Fair Debt Collection Practices, proven experience in AR collections and instinctively places emphasis on follow up and resolution. • Ability to maintain discretion, confidentiality, and composure as it relates to firm matters. • Ability to consistently follow instructions and procedures, while also remaining adaptable to change in a results-focused workplace. • Solid problem solving, retention, organizational and analytical skills required. • Strong technical skills are essential, including Microsoft Office Suite (Excel pivot tables, concatenate) and CRM (Clio, Salesforce, Workday). • Must have attention to detail and follow up with an eye for accuracy. • Exhibits initiative and ability to follow through with emphasis on accountability. • Must work with focus and commitment from home office remote setting free of distraction and background noise.