This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Maintenance Specialist based in the United States.
This role sits within a fast-paced revenue management environment where accuracy, structure, and responsiveness are essential to daily operations. You will be responsible for maintaining and safeguarding critical client and matter data that directly supports billing accuracy, reporting integrity, and compliance across the organization. Working closely with attorneys, billing professionals, and finance teams, you will ensure that all system records reflect the most up-to-date client requirements and contractual arrangements. The position requires a high level of attention to detail, strong analytical thinking, and the ability to manage competing priorities under tight deadlines. It is a highly collaborative role where clear communication and process discipline are key to success. You will play a central role in ensuring operational efficiency and data consistency across financial and practice management systems.
Accountabilities:
In this role, you will manage and maintain client and matter data to ensure accuracy, compliance, and smooth financial operations across billing and reporting systems.
- Create and maintain client and matter records within practice management systems while following firm protocols and naming conventions
- Update billing information including addresses, contacts, invoice preferences, rate structures, and client-specific agreements
- Manage matter lifecycle updates such as opening, closing, and status changes with appropriate documentation
- Input and maintain billing notes, matter plans, and special client instructions to support accurate processing
- Administer rate changes, fee structures, and alternative billing arrangements in line with contractual requirements
- Coordinate with billing and eBilling teams to resolve discrepancies and ensure alignment with external vendor requirements
- Track and maintain outside counsel guidelines (OCGs) and billing restrictions within system records
- Ensure all client billing instructions are properly documented and consistently applied across systems
- Support data integrity initiatives and contribute to operational improvements where needed
Requirements:
This role requires strong organizational ability, attention to detail, and experience working with data-driven or client service environments, ideally within legal or financial settings.
- Bachelor’s degree or equivalent professional experience preferred
- At least 1 year of relevant work experience, preferably in a law firm, finance, or accounting environment
- Strong attention to detail with excellent organizational and time-management skills
- Ability to work effectively under pressure and manage multiple deadlines simultaneously
- Strong analytical and problem-solving skills with the ability to work independently
- Excellent written and verbal communication skills with a professional and collaborative approach
- Comfortable working in fast-paced environments with shifting priorities
- Ability to handle confidential and sensitive information with discretion
- Strong computer skills, including proficiency in Microsoft Office and Windows-based applications
- Quick learner with the ability to adapt to new systems and software tools
Benefits:
- Competitive compensation package aligned with experience
- Comprehensive benefits including medical, dental, and vision coverage
- Paid time off and paid holidays
- Opportunities for overtime compensation where applicable
- Exposure to a global, collaborative professional services environment
- Training and onboarding support to ensure success in the role
- Career development opportunities within revenue and financial operations functions
- Inclusive and team-oriented workplace culture
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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