Senior Client Accounts Specialist
Holland & Knight
We are seeking a Senior Client Accounts Specialist to join our team at the Firm's global operations center in Tampa or in the Dallas office. This role requires a seasoned professional with experience in client account management, customer service, and financial analysis, ideally within a legal or professional services environment. Key Responsibilities Serve as the primary liaison between billing attorneys, clients, and internal stakeholders to expedite resolution of client non‑payment issues and enhance collection efficiency. Manage assigned portfolios of attorneys and accounts, including oversight of high‑dollar inventory, account analysis, collections guidance, and ensuring timely resolution of aged invoices, credit balances, and unbilled inventory. Proactively communicate with attorneys, practice assistants, and clients via email, phone, and mail to address payment delinquencies and negotiate payment plans where necessary, monitoring adherence by the client. Respond promptly and accurately to collection inquiries from attorneys, practice assistants, and firm leadership, maintaining a high level of customer service and professionalism. Generate and present detailed reports to firm leadership on delinquent accounts, highlighting at‑risk inventory and proposing strategic solutions for improvement. Demonstrate high levels of customer service to the firm’s clients, attorneys, leadership, and staff, advocating a culture toward timely billing, collections, and adherence to terms of engagement or outside counsel guidelines. Actively participate with cross‑functional teams to identify and implement process improvements aimed at enhancing collection effectiveness and operational efficiency. Assist with the training of new team members, as needed. Special projects and duties as assigned. Required Skills High level of organizational skills, with the ability to prioritize tasks, manage multiple assignments simultaneously, and meet deadlines in a fast‑paced environment. Strong proficiency in the Microsoft Office suite, with advanced Excel skills for data analysis and reporting, including VLOOKUP, XLOOKUP, and pivot tables. Excellent communication skills, both verbal and written, with a track record of effectively communicating with attorneys, clients, and internal stakeholders. Required Qualifications & Education Minimum 5–7 years of progressive experience in legal collections, client relations, and account management, preferably within a law firm or legal department. Demonstrated ability to manage complex accounts and handle sensitive client interactions with diplomacy and tact. Self‑motivated individual with a strong work ethic and a commitment to maintaining confidentiality and ethical standards. Proven track record of collaborating effectively with peers and management to achieve common goals. In‑depth knowledge of accounting principles and financial processes, including billing and collections, preferably within a legal context. Preferred Qualifications & Education Bachelor’s degree in Business Administration, Finance, or related field, or equivalent combination of education and relevant work experience. Advanced understanding of legal eBilling platforms (e.g., BillBlast). Physical Requirements Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage. Benefits Comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners. Life and AD&D insurance. Short‑ and long‑term disability insurance. Tax‑advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care. Health advocacy services; behavioral health and counseling resources for all family members. 401(k); profit sharing. Backup dependent care; senior care planning support; resources for individuals with developmental disabilities and their caregivers. Paid holidays and other paid time off, including paid leave for new parents. Equal Opportunity Employer Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law. #J-18808-Ljbffr Holland & Knight
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