Payment and Billing Coordinator

Posted 6hrs ago

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Job Description

Payment and Billing Coordinator supporting a family law practice with Clio invoicing, payment tracking, and client billing communications. Remote role serving eligible Latin American locations.

Responsibilities:

  • Protect confidential client and financial information
  • Provide billing and administrative support for a family law practice
  • Respond to routine billing inquiries and escalate out-of-scope matters
  • Communicate with clients regarding invoices, payments, outstanding balances, and payment options
  • Monitor outstanding invoices and track payment statuses
  • Maintain organized and current billing and administrative records
  • Follow up internally to obtain information needed to process expenses
  • Track expense and payment due dates and flag overdue items
  • Review client-matter expenses and maintain accurate expense records
  • Identify billing discrepancies or missing information and escalate them
  • Send invoices and billing communications using approved templates
  • Review billing information for accuracy before issuing invoices
  • Prepare and generate client invoices in Clio
  • Maintain current client billing records in Clio

Requirements:

  • Minimum 1 year of previous experience in billing, accounts receivable, administrative support, or a similar role
  • Experience working in a law firm or professional services environment is a plus
  • Familiarity with Clio or comparable legal practice management software is preferred
  • Proficiency in data entry, document management, recordkeeping, and general administrative tasks is required
  • Comfortable communicating with clients by email and phone regarding invoices, outstanding balances, payments, and payment options
  • Ability to manage recurring responsibilities independently, meet deadlines, and maintain consistent follow-through in a remote work environment
  • Billing and invoice preparation
  • Accounts receivable support
  • Expense and payment tracking
  • Accurate data entry and recordkeeping
  • Professional written and verbal communication in both English and Spanish
  • Client service and payment follow-up skills
  • Discretion when handling confidential client and financial information
  • Ability to work independently with minimal supervision
  • Ability to manage recurring tasks and meet deadlines
  • Willingness to ask questions and seek clarification
  • Location and timezone: Remote, Eastern Standard Time (EST)
  • Working Monday to Friday
  • Light to moderate expected call volume
  • Clio required

Benefits:

  • Remote work opportunity
  • Great Place to Work Certification environment
  • Recruiter guidance through the application process