Client Onboarding Systems Analyst

2 months ago

London, Greater London, United Kingdom Allen & Overy Full time
About the Role

We are seeking a highly skilled Client Onboarding Systems Analyst to join our Group Finance team in London. As a key member of our team, you will be responsible for providing expert support to our client relationship partners and the finance function in relation to the onboarding of clients into our processes and systems.

Key Responsibilities
  • Onboarding
    • Review commercial agreements to understand billing requirements and create client onboarding plans.
    • Assist with monthly timekeeper uploads into our eBilling platforms.
    • Review commercial agreements/proposals that impact our rates and eBilling processes and identify approaches for discussion with the client.
    • Escalate to management regarding issues that impact our processes, profitability, and client relationships.
    • Assist with system configurations and maintenance of set-ups with the client and internally to ensure processes match agreements.
    • Maintain 3e eBilling system set-ups and communicate updated processes and procedures to all parties.
    • Set up clients in the Electronic Billing Hub (eBH) and test firm invoice submission.
    • Liaise with clients and third-party vendors to ensure their aspects of eBilling system configurations are performed accurately and in a timely manner.
    • Update the client commercial database with new eBilling information.
    • Validate that new client outside counsel guidelines match all internal system set-ups and configurations.
    • Monitor implementations and ensure process and data flows are fit for purpose.
    • Hand over new agreements/eBilling processes to the Global E-Billing Team, ensuring they understand the agreement and system elements and confirming they can process e-bills accurately and efficiently within the new client agreements.
    • Record and analyze Onboarding progress using our firm's ticketing software.
    • Contribute to the continuous improvement of A&O Shearman Client Onboarding processes.
    • Maintain the client onboarding mailbox and escalate where necessary.
    • Prepare for weekly meetings with internal teams on ticket status.
    • Execute monthly reporting tasks.
  • Client Rate Management
    • Assist with translation of new and updated client commercial agreements into the 3e timekeeper rate structure.
    • Implement, update, and maintain 3e rate structure processes to ensure accurate billing according to commercial terms and outside counsel guidelines.
    • Implement, update, and maintain timekeeper/rate extracts and data processes to ensure third-party vendor systems are populated with accurate rate data.
    • Review third-party vendor system timekeepers and rates to ensure easy and consistent data creation and maintenance processes.
    • Collaborate with and advise clients and third-party vendors to ensure system configurations are optimized to support the most efficient process for all parties and improve our working capital days.
  • Maintenance and Troubleshooting

This role offers an opportunity for the individual to learn and develop their skills and knowledge in all things client onboarding and commercial term agreements. The onboarding and maintenance of client agreed commercial terms is not straightforward and requires a large element of troubleshooting by someone who is solution-oriented and can consider the bigger picture and what is at stake.

Requirements
  • From a finance background with experience in managing client commercial arrangements.
  • An organized individual, able to design new working practices. Self-motivated and proactive approach to work.
  • Ability to adapt and implement change by influencing others.
  • Proven ability to foster and develop relationships with key internal and external clients.
  • Excellent system skills, including Excel, with an ability to analyze and manipulate large amounts of data.
  • Excellent communicator who can articulate messages clearly to all levels within the organization.
  • Ability to multi-task, be flexible, and work under pressure and manage own workload and deadlines.
  • Experience working in a global organization with complex structures.
  • Experience of working to SLAs and delivering excellent client service.
  • Experience of legal services third-party vendor eBillings systems and experience in a law firm would be an advantage.

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