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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts, including invoicing, payment tracking, and financial communication. Proficient in conducting professional conversations regarding payment issues while maintaining financial boundaries and compliance with established policies.
Highest-signal resume keywords
Accounts Receivable ManagementClient Account ManagementProfessional Communication SkillsTrust Accounting FamiliarityBilling Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Invoice ManagementPayment TrackingClient Account RecordsTrust Disbursement PreparationPayment Plan Management
Soft Skills
Proactive CommunicationProblem SolvingClient Relationship Management
Tools & Technologies
DocketwiseLegal Practice Management Software
Industry Keywords
Trust Fund Handling RulesIOLTA ActivityBilling and CollectionsFinancial Conversations
About the role
Key responsibilities & impact- Prepare trust disbursements under attorney direction
- Investigate payment discrepancies and recurring account issues
- Manage the client-facing financial relationship from engagement through final payment
- Conduct direct and professional conversations with clients who fall behind on payments
- Identify circumstances preventing payment and discuss realistic options within established policies
- Establish clear next steps while maintaining appropriate financial boundaries
- Track every expected payment until paid, rescheduled, escalated, or otherwise resolved
- Manage approximately 150 to 200 active client accounts
- Follow up on missed payments and broken payment promises
- Resolve routine billing and client account issues within established policies
- Recommend billing process improvements
- Explain invoices, payment schedules, and financial commitments to clients
- Maintain accurate invoices, payments, account balances, payment plans, and client records
- Support attorney trust account activity, including entering client trust balances
- Escalate exceptions, disputes, discrepancies, and unusual situations
- Flag trust account discrepancies for the external bookkeeper
- Identify patterns involving confusing invoices, lost payment promises, or inefficient processes
Requirements
What you’ll need- Full-time, remote position
- Schedule: Monday through Friday, 8:30 a.m. to 5:00 p.m. Pacific Time
- Professional written and spoken communication skills in English and Spanish
- At least two years of experience in accounts receivable, billing, collections, client accounts, or comparable work involving financial conversations with customers or clients
- Experience managing invoices, payments, balances, payment plans, and client account records
- Comfort conducting proactive outbound phone follow-up regarding missed payments, broken commitments, and overdue balances
- Experience handling a portfolio of approximately 150 to 200 active client accounts at a time
- Familiarity with Docketwise or a comparable legal practice management system is helpful but not required
- Experience with law-firm billing or legal practice management software is preferred
- Familiarity with attorney trust accounting and IOLTA activity is preferred
- Experience preparing trust disbursements under supervision is preferred
- Familiarity with trust fund handling rules is a plus
- Reconciliation experience is not required
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification workplace