
Client Operations & Strategic Growth Manager
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Job overview
The Client Development & Account Manager manages a major financial-services client relationship, coordinating strategic planning, client meetings, pitches, and service initiatives. The role also oversees matter budgets and billing compliance, supports AI engagement and usage commitments, and coordinates fee arrangements and pricing work. The position partners with lawyers, finance, and other internal stakeholders to strengthen client relationships and improve operational consistency.
Skills & qualifications
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Full job description
JOB DESCRIPTIONThe Client Development & Account Managers responsibilities fall into the following major areas of focus, with other duties as assigned:CLIENT MANAGEMENT * Manage the firms 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 clients 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 firms 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 firms commitments around usage of AI. * Serve as primary point of contact internally for firms 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 multimatter 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 cl
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