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Client Account Manager

Client Account Manager

Morrison FoersterSan Francisco, CA, United States
5 days ago
Job type
  • Full-time
Job description

Join to apply for the Client Account Manager role at Morrison Foerster

This role can be based in San Francisco, Los Angeles or San Diego.

About the Role

  • Manage full‑cycle billing and collections processes for assigned attorneys and client portfolios. Provide recommendations to attorneys and clients regarding changes and updates to all aspects of attorney and client portfolios. Establish and maintain credibility with stakeholders, produce highly accurate work product, and take full ownership for results.
  • With input from Pricing and attorneys, establish and manage alternate rate structures, including special rates, discounts, fee caps, fixed fees, tiered discounts and matter budgets.
  • Collaborate closely with attorneys and staff to ensure compliance with client billing and e‑Billing requirements; manage all processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
  • Review invoices thoroughly, analyzing and resolving any underlying issues; finalize invoices and submit in formats meeting attorney and client requirements, including e‑billing submissions. Manage billing and collection arrangements with clients.
  • Develop and manage relevant reporting to provide value‑added insight into client matter management and profitability for attorneys and management.
  • Prepare accurate monthly billing and collections forecasts for assigned portfolio based on attorney and client input.
  • Ensure management of client trust accounts, on‑account billing, accurate payment application, and unapplied fund resolution throughout life cycle of assigned accounts.
  • Review and implement terms of engagement letters and outside counsel guidelines for every client matter.
  • Establish effective backup support processes to ensure seamless support for all portfolio matters.
  • Meet and discuss with assigned attorneys their client A / R portfolios to determine collection strategy; make collection recommendations.
  • Anticipate outcomes, assess next steps and recommend approaches to initiating actionable improvements related to assigned portfolio and within the Accounting Department.
  • Develop, document and share best practices with colleagues.
  • Apply detailed knowledge of professional methods and underlying concepts while working with Management on billing and collection issues.
  • Participate in departmental projects as requested; strive to innovate and offer insight into processes and create efficiencies.

About You

  • Bachelor’s degree in Accounting, Finance or Business discipline preferred.
  • Minimum three years dedicated specialized billing, collection or account management experience.
  • Hands‑on experience performing complex accounting analysis.
  • Law Firm or professional services background with international exposure preferred.
  • High level of business acumen and ability to multitask.
  • Strong verbal and written communication skills.
  • Ability to assess information, anticipate issues and outcomes, and make effective decisions.
  • Ability to prepare accurate, highly detailed work product.
  • Talent for delivering client service through teamwork.
  • Ability to exchange information and to present ideas, report facts and other information clearly and concisely.
  • Ability to organize time, prioritize workload effectively, and work independently.
  • Reliability, dependability, and strong motivation to respond to requests quickly.
  • About MoFo

    At MoFo, we collaborate as one firm, across borders, practice areas, and business functions and value fresh ideas and innovation over conformity and competition.

    Benefits

  • A variety of options for medical, dental, vision, life and disability coverage to meet the needs of you and your family.
  • Industry‑leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care.
  • Global wellness program, including free access to Talkspace and Calm apps.
  • Annual community service day to make an impact on your community and a birthday holiday just for fun.
  • Education reimbursement annually.
  • Dedicated Talent Development team.
  • Competitive annual profit‑sharing contribution.
  • Salary ranges (required by law) :

    San Francisco : $104k to $135k

    Los Angeles or San Diego : $99k to $130k

    For questions regarding this position, please e‑mail jobs@mofo.com

    Seniority level : Mid‑Senior level

    Employment type : Full‑time

    Job function : Finance, Legal, and Accounting / Auditing

    Industries : Legal Services, Accounting, and Law Practice

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    Client Account Manager • San Francisco, CA, United States

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