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Tech Stack
Tools & technologiesETLSQL
About the role
Key responsibilities & impact- Lead discovery with firm billing and finance teams to map time, expense, billing, invoicing, and payment collection processes
- Design billing setups on Litify and Salesforce, including rates, rate hierarchies, fee arrangements, and invoice templates
- Configure time and expense capture, activity and task codes, hard and soft costs, cost recovery, and markups
- Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments
- Set up e-billing using LEDES formats, UTBMS codes, and outside counsel billing guidelines
- Design accounts receivable and collections processes involving payments, retainers, trust funds, and client statements
- Deliver WIP, realization, timekeeper utilization, aged AR, and collections reporting
- Plan and support migration of open WIP, unbilled costs, and AR balances from legacy systems, reconciling to source data
- Configure and test solutions with developers and other Solution Architects
- Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff
- Maintain project status, risks, and documentation
- Share field learnings with Product and Professional Services to improve the billing offering
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or a related field
- CPA license or CPA-eligible status preferred
- 3+ years of hands-on experience in law firm billing or finance, or at a legal time and billing software company
- Working knowledge of time and expense entry, rate management, fee arrangements, pre-bill review and adjustments, invoicing, LEDES and UTBMS e-billing, client billing guidelines, AR and collections, WIP and realization reporting, and trust accounting basics
- 3+ years implementing or consulting on time, billing, or financial software
- Experience with discovery, requirements, configuration, financial data migration, UAT, and go-live
- Comfortable with SQL or ETL tools for loading and validating financial data and understanding system integrations
- Ability to run workshops with firm billing teams, finance staff, and partners
- Ability to present clearly to executives and manage several projects at once
- Salesforce implementation or administration experience preferred
- Salesforce Administrator certification preferred
- Accounting Seed or Certinia implementation experience a major plus
- Experience with Elite 3E, Aderant, Centerbase, or Juris preferred
- Experience with Legal Tracker, TyMetrix 360, or BillBlast preferred
- Experience with Litify or another legal practice management platform preferred
Benefits
Comp & perks- Bonus may be offered
- Benefits may be offered
- Fully remote work for most employees
- Hybrid schedule for NYC/NJ employees: work in the Manhattan office 6 days a month
