A/R Collections Specialist

Revenue Operations Specialist

The Revenue Operations Specialist provides cross-functional support to the Accounts Receivable and Client Account teams while serving as the primary owner of client vendor forms, client onboarding documentation, and revenue support initiatives. This role flexes between departments based on business needs, supporting Accounts Receivable during peak processing periods and Client Accounts during portfolio reviews, aged receivable initiatives, and WIP/AR cleanup projects. The AR/Client Account Specialist maintains a small portfolio of attorneys and clients to support collection efforts and develop subject matter expertise across the revenue cycle.

Key Responsibilities

Vendor Forms & Client Setup

• Serve as the primary contact for client vendor forms, onboarding documentation, and payment setup requests.
• Complete and maintain client payment, banking, tax, and supplier registration forms.
• Coordinate with attorneys, clients, Billing, AR, Security, and Procurement teams to obtain required information.
• Maintain repository of completed vendor forms and supporting documentation.
• Track renewal requirements and ensure timely submission of updated client information.
• Research and resolve client payment setup issues that may delay invoice payment.

Client Account Support

• Maintain a small, assigned portfolio of attorneys and client accounts.
• Review aged accounts receivable and assist with collection efforts.
• Communicate with attorneys regarding outstanding balances and collection strategies.
• Provide invoice copies, payment support documentation, and client account information.
• Assist with semi-annual AR and WIP cleanup initiatives.
• Support special collection projects and large-scale portfolio reviews.

Accounts Receivable Support

• Assist with cash application and payment posting during peak periods.
• Research and resolve unidentified, short-paid, and partial payments.
• Process remittance information and support payment reconciliation efforts.
• Support trust account and client fund transaction processing as needed.
• Collaborate with Finance teams to resolve payment discrepancies and client inquiries.

Required Education, Knowledge & Experience

• 2+ years of experience in accounts receivable, collections, billing, finance, or revenue management.
• Experience in a legal or professional services environment preferred.
• Bachelor's degree preferred.
• Experience working with financial systems and client-facing processes preferred.

Required Skills & Abilities

• Strong Excel and Microsoft Office skills.
• Excellent organizational and project management abilities.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities and shifting workloads.
• Strong analytical and problem-solving skills.
• Ability to work effectively with attorneys, clients, and all levels of the organization.
• Excellent attention to detail and follow-through.
• Professional and confidential demeanor.
• Ability to function effectively in both independent and team environments.

Physical Requirements

• Ability to lift a file box (approximately 20 lbs.).

The expected salary range for this position is $50,000 - $55,000. Final compensation will be determined based on several factors, including but not limited to, relevant experience, qualifications, skill set, and geographic location.

Pillsbury Winthrop Shaw Pittman LLP is an Equal Opportunity Employer.

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