New York City NY
Accounting/Finance

Client Accounting Training & Development Specialist

CM Legal

Client Accounting Training & Development Specialist

Our client is seeking a Client Accounting Training & Development Specialist to join their Firm.  This position will be based in their New York office (hybrid). The role will be responsible for designing and implementing learning and development programs that support the needs of the Client Accounting department including: training in business applications, professional skills and Client-specific processes and procedures, in both physical and virtual classroom settings. 
Responsibilities also include testing new programs, developing new processes and creating, revising, delivering, and tracking all training necessary to manage change and integrate new programs and processes into the daily work routine. Additional responsibilities include but are not limited to:

  • Responsible for designing and implementing learning and development programs that support the needs of the Client Accounting department including: training in business applications, professional skills and Client-specific processes and procedures, in both physical and virtual classroom settings. 
  • Responsible for testing new programs, developing new processes and creating, revising, delivering and tracking all training necessary to manage change and integrate new programs and processes into the daily work routine.
  • Schedules, tracks and provides training to a diverse group of users, including managers and supervisors, all groups within the department (e.g., Compliance, Billing & Collections, Strategy & Analysis), introductory training for new hires and training for other departments (e.g., Secretarial Services).
  • Follows established department curriculum and provides recommendations for updates to keep information aligned with current policies, procedures and billing trends.
  • Creates, updates and maintains training materials, including PowerPoint presentations, training manuals, handouts, practice exercises and system documentation.
  • Evaluates and revises training and development programs as necessary, to adapt to the changing needs of the department and Clients.
  • Keeps training programs interactive and engaging for trainees.
  • Conducts technical and professional skills training sessions tailored for specific users' roles, departments and level of experience.
  • Works with managers/supervisors on transitioning new hires from training to mentoring.
  • Tests software upgrades and implementations, documents new/modified procedures, creates and provides training, assists with developing test cases, identifying people to test, troubleshooting issues and conducting follow-up.
  • Technical Training:
    • Trains identified Client Accounting personnel, domestic and international, on core department programs (e.g., Aderant Expert, Star Collect) and macro reporting tools, ensuring thorough knowledge of the resources available for their specific job functions.
    • Actively participates in the testing, documentation and implementation of new and upgraded business applications.
    • Documents and provides training on Client-specific processes and procedures.
  • Professional Skills Training:
    • Partners with Client Accounting managers and supervisors to validate and develop professional skills training programs.
    • Develops, delivers and maintains various professional skills training programs, i.e. communication, writing, customer service, etc.
  • Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.
  • Manages Firm resources responsibly.
  • Complies with and understands Firm operation, policies and procedures.
  • Performs other related duties as assigned.

Qualifications

  • Experience in legal billing
  • Ability to gain a strong command of new systems, including Aderant Expert and Star Collect
  • Ability to plan, research, write, and produce technical training materials for business applications, including presentations and exercises
  • Expert knowledge of Excel and entire MS Office Suite (Outlook, Word and PowerPoint)
  • Ability to troubleshoot issues, identify solutions and communicate steps needed for resolution
  • Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others
  • Demonstrates a high level of integrity and professionalism, maintaining a high standard of professionalism in all interactions with partners, attorneys, professional staff, clients and others
  • Proficient in training methodologies and curriculum development
  • Current knowledge of industry best practices, trends and techniques
  • Excellent analytical, troubleshooting, organizational, and planning skills
  • Ability to work well in a demanding and fast-paced environment
  • Flexibility to travel
  • Flexibility to accommodate various time zones and work with a global workforce
  • Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Experience/ Education

  • Bachelor's degree
  • Minimum of five years related work experience in a professional services environment

Benefits
The firm offers generous benefits to help you achieve wellness in all areas of your life. 

  • Competitive salaries and year-end discretionary bonuses.
  • Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
  • Generous paid time off.
  • Paid leave options, including parental.
  • In-classroom, remote, and on-demand learning and professional development opportunities.
  • Robust well-being classes and programs.
  • Opportunities to give back and make an impact in local communities.

The starting base salary for this position is expected to be within the range listed under Salary Details.  Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

Salary Details
$115,000 – $125,000
 

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