Senior Client Rate Analyst

Role Overview

• Lead the implementation of newly negotiated rate agreements and other pricing arrangements.
• Ensure non-standard fee agreements are accurately documented, approved, and maintained in accordance with firm policies.
• Track and monitor agreement terms, conditions, expiration dates, and rate change allowances.
• Maintain an organized repository of fee agreements and supporting documentation.
• Lead the annual review and adjustment process alongside the pricing team for clients eligible for rate changes.
• Manage same for clients with off-cycle adjustments.
• Analyze client rate agreements to determine eligibility and timelines for annual rate adjustments.
• Coordinate with attorneys, Billing and Ebilling teams, and Pricing to implement rate changes in financial systems.
• Monitor rate activation and ensure accurate updates across all downstream billing platforms.
• Work closely with the Pricing team to evaluate non‑standard rate proposals and provide operational insights.
• Partner with FP&A on analytics, forecasting, and financial reporting related to client rate performance.
• Collaborate with Billing and Ebilling teams to troubleshoot rate discrepancies and ensure accurate billing outcomes.
• Coordinate with Collections to address rate‑related issues impacting accounts receivable.
• Prepare regular and ad‑hoc reports on rate usage, exceptions, compliance metrics, and upcoming rate adjustments.
• Identify trends, risks, and opportunities related to client fee arrangements and rate structures.
• Recommend process improvements that enhance accuracy, efficiency, and firmwide rate governance.

Requirements

• Minimum of 4-6 years of experience in pricing, billing operations, financial analysis or rate administration – preferably within a law firm or professional services environment.
• Bachelor’s degree in Finance, Accounting, Business Administration or related field. May be substituted for relevant legal work experience.
• Strong proficiency in financial and billing systems (e.g., Aderant, Elite 3E, or similar platforms).
• Advanced Excel skills, including pivot tables and data analysis.
• Familiarity with Ebilling platforms and rate validation tools.
• Exceptional analytical and problem-solving abilities.
• Ability to effectively manage multiple projects with competing deadlines and perform well under pressure.
• Must be adaptable and flexible to meet changing needs and priorities.
• Excellent communication skills and the ability to collaborate across departments and various levels across the firm including attorneys, clients, colleagues and firm leadership.
• Ability to communicate complex information in an effective manner.
• Strong attention to detail and commitment to data accuracy.
• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.

Benefits

• comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• pre-tax transit and parking program
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• paid holidays and other paid time off, including paid leave for new parents