Washington, DC - Client Pricing Specialist

Position summary

The Pricing Department is seeking a highly detail-oriented, team-oriented, resourceful, and adaptable professional to join our team as a Client Pricing Specialist. This hands-on role is responsible for the accurate implementation, documentation, and maintenance of client rates and fee arrangements and plays an important role in supporting the Firm's realization and financial controls. The Client Pricing Specialist works closely with team members, partners, and departments across the Firm to manage rate and pricing requests, perform financial analysis, coordinate required approvals, and support annual pricing initiatives and other priority work.

The ideal candidate takes accountability for their work, demonstrates initiative in researching and resolving issues, supports shared team goals, and knows when to seek guidance or escalate questions. Success in this role requires strong Excel skills, proficiency with generative AI tools and prompting, sound judgment, adaptability, and the ability to effectively manage multiple priorities in a deadline-driven environment.

Position responsibilities

• Review and set up standard rates for new timekeepers: Ensure accurate and timely establishment of standard rates for new timekeepers in the Aderant system.
• Review and process Accounting Restrictions rate requests: Review requests received from the Billing Department and set up applicable rates in Aderant in accordance with documented client fee arrangements and timekeeper restrictions.
• Review and approve fee arrangements for New Business Intake (NBI): Review fee arrangements documented in Intapp Intake for new client and matter requests, work with practice coordinators and partners to address missing information or approvals, and approve arrangements that meet Firm pricing and approval requirements.
• Review, document and set up fee arrangements for newly opened clients and matters: Review approved fee and rate arrangements for newly opened clients and matters, document the arrangements, and set up applicable non-standard rates and fees in Aderant.
• Review and process ad hoc rate change requests: Review rate change requests submitted by billing partners through the Billing Department, confirm required Finance Partner approval, and implement and document approved changes in Aderant.
• Set up and maintain budget tracking for Fixed Fee and Fee Cap matters: Establish budget tracking in Foundation Finance or Foundation Scoping for Fixed Fee and Fee Cap matters, maintain the tracking as needed, and provide billing partners with visibility into performance against agreed fees.
• Review Outside Counsel Guidelines (OCGs) and Engagement Letters for financial terms: Review OCGs and Engagement Letters to identify financial terms that may impact Firm realization and communicate relevant findings to the Conflicts Department and billing partner(s).
• Maintain database of client advance rate change notice requirements: Maintain and update client advance rate change notice requirements and due dates throughout the year based on OCG and Engagement Letter reviews to support the annual rate increase process.
• Prepare and coordinate client advance rate change notices: Work with billing partners throughout the year to prepare and coordinate client advance rate change notices in accordance with client-specific requirements and due dates, with a significant concentration of activity during the annual rate increase cycle.
• Coordinate annual review of Firm override rate arrangements: Work with billing partners to review existing override rate arrangements for the upcoming year, assist with developing updated override rates as needed, coordinate required approvals, and implement and document resulting rate arrangements to support Firm realization standards.
• Maintain accurate rates and fee arrangement documentation: Ensure negotiated rates, fee arrangement tagging, and related documentation remain accurate and current in Aderant.
• Collaborate with Client Pricing Analysts on rate and pricing matters: Work with Client Pricing Analysts to support more complex rate and pricing requests and meet the needs of clients, partners, and Firm departments.
• Monitor the Pricing inbox and provide ad hoc reporting and support: Monitor and respond to requests received through the Pricing inbox from clients, partners, management, and Firm departments, preparing customized reports and providing rate and pricing support as needed.
• Support Pricing and Finance special projects and priority initiatives: Participate in frequent special projects and priority initiatives supporting Pricing, Finance Management, and broader Firm needs.

Experience, skills, and qualifications

• BA/BS in Accounting, Finance, or a related field required.
• Minimum of two years of either legal billing, pricing, or financial reporting and analysis experience in a professional services environment required.
• This role is fully remote but must reside in a commutable distance to a firm office required.
• Strong proficiency in Microsoft Excel, including the ability to organize, analyze, and present financial data accurately required.
• Significant experience with Aderant Classic and/or Aderant Expert, including rate setup and maintenance.
• Experience with Intapp Intake.
• Experience with Litera Foundation Finance and/or Foundation Scoping (Clocktimizer).
• Proficiency with Microsoft 365 applications, including Outlook, Word, and Teams.
• Familiarity with Microsoft Copilot, Harvey, or similar generative AI tools, including basic prompting skills and the ability to responsibly evaluate and use AI-generated outputs to support research, analysis, reporting, and operational workflows.

Competencies

• Communication & Collaboration - Strong oral and written communication skills with the ability to work effectively with team members, partners, and personnel at all levels of the Firm. Demonstrates a team-oriented approach and accountability to shared responsibilities and deadlines.
• Organization & Time Management - Ability to manage a high volume of work, balance competing priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
• Attention to Detail & Accountability - Demonstrates a high degree of accuracy and thoroughness when reviewing information and completing work, with ownership of assigned responsibilities and appropriate follow-through.
• Problem Solving & Resourcefulness - Ability to evaluate information, identify issues, research available resources, and develop practical solutions, seeking guidance when appropriate.
• Adaptability & Judgment - Demonstrates flexibility in responding to changing priorities, processes, and business needs and applies sound judgment in determining when to act, seek guidance, or escalate an issue.
• Technical Proficiency - Ability to effectively utilize financial, billing, pricing, and reporting systems, with strong Excel skills and the ability to learn and effectively use evolving technologies, including generative AI tools.
• Business & Financial Acumen - Understanding of financial and accounting concepts relevant to legal pricing, including rate structures, realization, and alternative fee arrangements, with the ability to perform basic financial analysis in support of rate and pricing matters.