Client Guidelines Specialist

Goldberg Segalla LLP, a national law firm with more than 23 offices in 11 states, has an immediate opportunity for an Accounts Receivable Manager in its Buffalo office.

POSITION SUMMARY:
The Client Guideline Specialist is responsible for the accurate, efficient, and technically robust management of client guidelines within the firm. In addition to reviewing and analyzing guidelines for new and existing clients, this role leverages technical and analytical skills to design, build, test, and maintain time-entry rule logic that supports compliant billing practices. The Client Guideline Specialist conducts end-to-end rule behavior testing, partners closely with the firm’s Financial Systems Team to implement system enhancements and resolve rule-related issues, and monitors rule performance to identify optimization opportunities. This position ensures guideline requirements are accurately translated into system-based controls while maintaining comprehensive records and supporting firmwide compliance initiatives.

ESSENTIAL JOB FUNCTIONS:

• Review and analyze Guidelines for new & existing Clients daily.
• Draft, prepare and/or update Client Guideline summaries and rules in the firm’s system daily.
• Upload applicable documents and client/matter IDs for new & existing Clients into the firm’s system daily.
• Maintain the firm’s Client Guideline Management System as new and/or updated information is retrieved.
• Maintain list of rules and IDs in Client Guideline System for historical knowledge and tracking purposes.
• Maintain comprehensive records of existing, new, and updated client guidelines.
• Regularly work closely with attorneys, paralegals, other legal professionals and firm administrative staff to educate and encourage compliance of client guidelines.
• Provide support to internal staff on Client Guidelines and best practices, as needed.
• Assist in making determinations for Standard Firm Guideline exemption requests.
• Design, build, and maintain time entry rule logic used to ensure proper billing practices and compliance with regulatory and client-specific guidelines.
• Test rule behavior end-to-end to validate accuracy, functionality, and intended outcomes prior to deployment
• Collaborate with the firm's Financial Systems Team to implement system enhancements and troubleshoot rule conflicts or unexpected behaviors.
• Monitor rule performance and analyze trends to identify optimization strategies.
• Other duties as assigned.

REQUIRED SKILLS/ABILITIES & EXPERIENCE:

• Strong analytical skills with the ability to interpret and apply complex guidelines and procedures.
• Working knowledge of purpose and significance of guidelines and the implications of poor compliance
• Effective communication skills, both written and verbal, with a keen attention to detail.
• Proficiency in Microsoft Office Suite and familiarity with case management software.
• Regularly required to clearly communicate and exchange information in English
• Strong organization and time management skills
• May be requested to work beyond normal work hours and weekends for special projects
• Works well in a team environment
• Ability to work independently within general guidelines and minimal supervision
• Ability to recognize the need for confidentiality of information and to maintain such confidences
• Ability to effectively communicate, and nurture working relationships with all levels of management, staff, clients, and insurance claim representatives.
• Ability to respond to internal or external inquiries, including those of a sensitive, confidential, or adversarial nature
• Ability to organize, prioritize, and execute responsibilities in the face of conflicting priorities or unexpected situations
• Associates degree preferred
• 2+ years of similar work experience in a law firm setting or similar environment
• Previous experience in legal billing and SQL a plus

Benefits:
The hourly range for this position i s $24- $32 . Actual pay may be adjusted based on experience and other job-related factors permitted by law. This position also offers bonuses, and a full benefits package. Our benefits package includes, but is not limited to, health insurance, dental insurance, life insurance, a 401(k) plan, flexible spending, and more.

Goldberg Segalla isn’t merely a business—we’re a community. We value the diversity of our team and strive to create a collaborative and enjoyable culture for everyone, where leadership is rewarded, and efficiency, mutual respect, and working together for the common good are traits we all embody.

Goldberg Segalla is a national civil litigation firm with offices spanning major metro markets across the U.S., providing strategic coverage wherever our clients do business. As a firm of experienced litigators and trial attorneys, Goldberg Segalla's capabilities span business and commercial disputes, employment and labor, insurance coverage, product liability, and more. Today, our more than 500 attorneys are trusted counselors to public and private clients in key sectors and industries including construction and energy, transportation, manufacturing, retail and hospitality, and insurance.