Director of Client Accounts
San Francisco, CA - USA
Job Summary
- Lead and manage US and Asia direct reports including staffing workload oversight and employee lifecycle activities in partnership with HR
- Oversee end-to-end billing operations ensuring accuracy efficiency compliance and timely month-end close and deliver performance reporting to CFO and Director of Revenue
- Drive continuous process improvements to eliminate inefficiencies and enhance billing workflows
- Monitor report and escalate unbilled WIP aging to partners and leadership ensuring visibility to revenue exposure on matters where work has been performed but invoices have not yet been billed
- Work closely with New Business to evaluate new and updated Outside Counsel Guidelines (OCGs) propose amendments identifying non-compliant or unfeasible requirements and determine overall acceptability of engagement terms
- Oversee Intellectual Property (IP) billing operations including management of patent fixed-rate structures annual rate updates creation and retirement of task codes guidance on billing procedures and implementation of invoice template changes
- Serve as a resource to billing partners by providing guidance on billing best practices including discounting matter closures financial analysis and effective invoice presentation
- Oversee biannual PwC audit processes by coordinating the collection of approved pro formas and supporting documentation ensuring all billing approvals (including write-offs and discounts) are properly documented validating compliance with client billing guidelines and managing submission of audit materials through the PwC portal
- Track and manage secondment agreements including identifying new agreements and coordinating with the team to issue monthly secondment services for prior periods
- Serve as direct supervisor and mentor to direct reports
- Provide day-to-day supervision of direct reports ensure compliance with assigned work hours and monitor for compliance with all firm and department policies. Manage staffing coverage review and process time logs/time off requests
- Support business professional development and continued educational opportunities
- In collaboration with immediate supervisor and central HR participate in hiring performance appraisals counseling termination and other employee lifecycle events
- All other duties as assigned or required
- After orientation at Cooley LLP exhibit proficiency in the Microsoft Office suite iManage and other firm applications
- Ability to work extended and/or weekend hours as required
- Ability to travel as required
- 10 years of directly relevant exempt level applicable experience in the field with 5 years management experience in relevant roles
- Bachelors Degree
- Supervisory experience
- Prior law firm experience
- 3E experience highly preferred
- Entrepreneurial by nature
- Excellent attention to detail
- Exceptional interpersonal and communication skills with ability to facilitate and solve problems
- Ability to organize prioritize and coordinate multiple activities often under tight timelines
- Ability to drive projects to completion and achieve goals
- Strong judgment
- Team-player with collaborative spirit
- Unwavering ability to handle and maintain confidentiality regarding firm information projects and client data
- High level of professionalism at all times
- Demonstrated ability to lead through influence and develop talent
- Proactive analytical mindset
- Effective presentation skills
Required Experience:
Director
About Company
Clients across 20 different industries rely on Cooley for the legal know-how. Cooley specializes in business law, particularly venture capital and private equity, corporate securities, mergers and acquisitions, life sciences and technology transactions, and tax and real estate. The fi ... View more