New Client Sales Ops

Job Description

REQUIREMENTS

• Experience in sales operations, onboarding, billing, or legal operations
• Strong attention to detail and ability to manage multiple workflows
• Confident in client-facing financial communication
• Highly organized, proactive, and solution-oriented
• Comfortable working with billing systems and cross-functional teams

RESPONSIBILITIES

Client Onboarding & Case Setup

• Lead onboarding for new clients and ensure all documentation and payments are complete
• Assign cases and prepare files for legal teams
• Serve as the final quality checkpoint before work begins

Billing & Financial Oversight

• Monitor payments, failed transactions, and fee progress
• Reconcile transactions and maintain accurate financial records
• Handle billing inquiries and resolve issues proactively

Collections & Follow-Up

• Track collections and ensure timely follow-ups
• Oversee billing-related tasks for accuracy and completion

Case Closure

• Manage end-of-case procedures including final billing and file archiving
• Ensure all operational and financial items are resolved

Collaboration & Support

• Assist intake and scheduling as needed
• Work closely with attorneys, paralegals, and leadership

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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