JOB DESCRIPTIONThe Client Development & Account Manager's responsibilities fall into the following major areas of focus, with other duties as assigned:
CLIENT MANAGEMENT
- Manage the firm's relationship with a major client in the financial services industry, acting as a key point of contact both internally within the firm and directly with the client.
- Partner with internal stakeholders to develop, maintain, and execute a strategic client plan.
- Identify opportunities to deepen the client relationship and propose creative, strategic approaches to expand engagements.
- Serve as a central communicator for the Client team - sharing updates, guiding meetings, and organizing agendas, notes, and action items.
- Plan and execute internal and external client meetings, client-facing events, CLE programs, sponsorships, and other initiatives that strengthen the client relationship.
- Assist with panel management and formal and informal pitch opportunities, including preparing teams for pitch presentations and ensuring that pitch documents reflect key messages for developing the client relationship.
- Support client service excellence through reporting, client feedback, and collaboration with internal teams on billing, guidelines, conflicts, and operational needs.
BILLING AND BUDGETING
- Partner with internal stakeholders to develop detailed plans for legal matters, including timelines, milestones, budgets, and resource requirements.
- Track budgets including, but not limited to, deliverables, assumptions, generating reports, and escalating activities when there are material changes in scope or status.
- Monitor internal teams for adherence to client billing guidelines when opening new matters, processing client invoices, reviewing time entries for accuracy, and compliance with billing guidelines.
- Work with the client's Billing department to ensure compliance, transparency, and predictability.
- Ensure consistency across matters and proactively seek solutions for issues and improvements.
AI ENABLEMENT AND BILLING COMPLIANCE
- Oversee firm's AI engagement with the client, including approval process for new tools, billing, notification and time-entry requirements, and internal licensing needs.
- Communicate and train internal teams on applicable AI tools and track firm's commitments around usage of AI.
- Serve as primary point of contact internally for firm's AI commitment, including tracking issues, identify resolutions and process improvements, and reporting.
PRICING AND FEE ARRANGEMENTS
- Coordinate and monitor work on matters performed against specific fee arrangements with the client, including tracking work, ensuring it stays inside the scope, and coordinating supplemental bills / credits when work is outside the arrangement.
- Centrally coordinate fee tracking across client projects to ensure compliance.
- Engage with a core internal working group on pricing negotiation.
- All members of the firm are expected to participate in our global Responsible Business program.
- Specific duties or responsibilities may be reviewed from time to time to reflect changes in personnel and management structure, staff location, and services.
QUALIFICATIONSREQUIRED SKILLS
- Strategically and commercially minded with the ability to translate emerging business issues and developments into opportunities to drive client growth.
- Experience coordinating budgets for a multi-matter portfolio and partnering with the Finance department.
- Deep knowledge of law firm management metrics, and how day-to-day legal practice interacts with those metrics.
- Familiarity with outside counsel guidelines and timekeeping standards that drive billing compliance.
- Ability to troubleshoot and analyze data.
- Pragmatic, diplomatic, and resourceful, with the ability to adapt quickly to different situations and personalities.
- Ability to build strong relationships with all levels of lawyers and client contacts.
- Confidence to pursue best practices and continuous improvement.
- Strong organizational skills and an ability to prioritize and complete simultaneous projects with minimal supervision.
- Experience working independently, as well as within cross-functional teams in a collaborative, professional environment.
- Proactive and persistent in engaging busy stakeholders, with a strong commitment to following through on agreed goals and deadlines.
- Excellent writing and presentation skills with an exacting attention to detail in all work product.
- Technical skills including advanced Excel, PowerBI (or comparable), HighQ Collaborate, and Smartsheet (or Planner) highly desirable.
EDUCATION, CERTIFICATIONS, AND/OR EXPERIENCE
- Seven (7)+ years of relevant experience required; Law firm of similar professional services experience preferred.
- Account management / PMO experience, with advanced knowledge of project management methodology.
- Experience of client-facing project management.
- Experience with scoping, budgeting, project planning, workflow management, post-matter reviews.
- Bachelor's degree or equivalent experience in marketing, account management, or related field preferred; Project management qualification is desirable.
HOURSCore hours are Monday through Friday, 9:00 a.m. to 6:00 p.m., including one hour for lunch with flexibility for additional hours based on business requirements.
In Washington, D.C., the expected base salary range for this role is $135,970 to $199,390 per year.
In New York, the expected base salary range for this role is $145,430 to $213,260 per year.
This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Please review this link for more information regarding employee benefits in the United States.
This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined.
