Client Account Specialist

About Davis Graham & Stubbs LLP

For over a century, Davis Graham & Stubbs LLP (Davis Graham) has ranked among the region's most prominent law firms, consistently offering quality legal services to emerging and established businesses of the Rocky Mountain West. While the firm's Denver location and intermediate size allow a close personal relationship with local and regional clients, our technology and broad experience allow us to partner effectively with businesses and their investors throughout the world. Davis Graham serves clients nationally and internationally, with a strong focus on corporate finance and governance, mergers and acquisitions, natural resources, environmental law, real estate, intellectual property, and complex litigation. Our lawyers have experience working with companies in the energy, mining, technology, hospitality, private equity, manufacturing, asset management, and aviation industries.

Summary

The Client Account Specialist serves as the primary owner of client, matter, and rate data and is responsible for the accurate setup and ongoing maintenance of billing structures. This role ensures data integrity, alignment with engagement terms and client guidelines, and system accuracy to support compliant, timely, and efficient billing processes.

Essential Functions

• Client & Matter Management: Open and maintain matters; process updates and changes; review engagement terms; ensure OCG alignment; close matters and inactivate clients upon completion of all billing.
• Rate Management: Maintain rates; process rate updates, including during the annual rate increase period; monitor agreements and deadlines; revalue unbilled time as needed.
• Data Integrity: Maintain accurate system data; perform audits; identify, research, and resolve discrepancies to ensure data quality and downstream billing accuracy.
• Support & Problem Resolution: Partner with Billing & Collections and E-Billing to troubleshoot and resolve client, matter, guideline, and rate issues; contribute to process improvements and standardization.
• Reporting & Documentation: Prepare routine and ad hoc reports related to client/matter/rate data; maintain and update procedures, job aids, and guidelines to support consistent execution.
• Collaboration: Work closely with the Billing & Collections Specialist and E-Billing Specialist to ensure client and matter setup supports accurate, compliant billing and efficient downstream processing.
• Perform other duties as assigned

Required Skills and Abilities

• Strong understanding of client and matter setup, billing structures, and the importance of accurate master data to compliant billing.
• High attention to detail with the ability to review and interpret engagement terms, client guidelines, and internal policies.
• Analytical mindset with the ability to identify trends, diagnose issues, and resolve discrepancies through audit and root-cause analysis.
• Strong systems and data management skills; ability to maintain accurate records across financial and e-billing systems while meeting deadlines.
• Clear, professional communication skills; ability to partner effectively with attorneys, legal assistants, finance teams, and clients as needed to obtain and validate information.
• Ability to work independently and collaboratively in a fast-paced environment, balancing accuracy with responsiveness and service.
• Proficiency with Microsoft Excel and Word; ability to create reports, track deadlines, and document procedures.
• Demonstrated ability to maintain confidentiality and exercise sound judgment when handling sensitive firm and client information.
• Strong organizational skills with a consistent focus on data quality, documentation, and process improvement.
• Positive attitude, strong work ethic, and dependable attendance.

Supervisory Role

None

Work Environment

This position requires the employee to work in a professional office environment with some ability to work from home. Because the employee will handle sensitive firm and client information, the employee must work from a home office and not a public location during any remote periods. The employee will routinely use standard office equipment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Prolonged periods of sitting at a desk and working on a computer.

Position Type and Expected Hours of Work

This is a full-time, benefit-eligible position. Core business hours are Monday through Friday, 8:00 a.m. to 5 p.m., with some flexibility in start and end times, with a minimum of 2 days in the office per week.

Occasional overtime is required. Early morning, evening, and weekend work may be required as job duties demand.

Required Education and Experience

High school diploma or equivalent required

Preferred Education and Experience

• Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or a closely related field, or equivalent combination of training and experience.
• 3+ years of experience in a law firm billing, finance, or operations environment, with a strong understanding of client/matter setup and billing structures.
• Experience with legal billing software, Aderant Expert, is preferred.
• High attention to detail, strong analytical skills, and the ability to manage deadlines and changing priorities in a service-oriented environment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Application Deadline

This position is expected to stay open until May 15, 2026. Please submit your application as soon as possible and no later than May 15, 2026, at midnight to ensure consideration.

Salary range is based on or commensurate with experience.

Davis Graham offers competitive benefits. For a full list of benefits provided, please select this link: Benefits.

Colorado Residents: In any material you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Davis Graham provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, transgender status, gender identity or expression, national origin, age, disability, marital status, genetic information, military status or any other status protected by applicable federal, state or local laws.

Davis Graham participates in the E-Verify program to confirm authorization to work in the United States.