Role Description
The Senior Training Specialist (Accounts Receivable Trainer) is responsible for designing and delivering training programs for Accounts Receivable Specialists supporting law firm clients. This role requires strong experience in law firm billing and collections, along with hands-on expertise using legal billing systems such as Aderant, Elite 3E, or similar platforms.
The trainer will ensure employees are production-ready, confident in managing attorney portfolios, skilled in collections best practices, and effective in professional communication with attorneys and clients.
Key Responsibilities
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Training Delivery and Facilitation
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Design and deliver onboarding and ongoing training programs for Accounts Receivable Specialists
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Conduct instructor-led and virtual training sessions
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Train teams on collections strategies, portfolio management, and law firm billing processes
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Curriculum and Training Materials
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Develop and maintain SOPs, playbooks, job aids, and assessments
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Create training content covering the full accounts receivable lifecycle
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Include aging analysis, cash flow optimization, client terms, and reconciliation practices
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Ensure training programs are consistent, scalable, and up to date
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Familiar with Instructional Design Tools
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Legal Billing Systems Training
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Train employees on legal billing systems such as Aderant, Elite 3E, and similar platforms
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Teach workflows including aging review, collections tracking, and reporting
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Partner with Operations and IT to stay current on system updates and client configurations
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Incorporate changes into training content and materials
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Coaching and Performance Support
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Coach employees on professional communication with attorneys and clients
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Train teams to manage sensitive collections conversations while preserving relationships
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Lead role-playing exercises and real-world case studies
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Assess trainee readiness through evaluations and simulations
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Provide ongoing feedback based on quality, productivity, and performance metrics
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Collaboration and Continuous Improvement
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Partner with Operations leaders to identify performance gaps
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Implement targeted training solutions to address skill gaps
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Collaborate with Talent Acquisition to support hiring readiness
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Work closely with People & Culture and Learning & Development teams
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Track and report on training effectiveness, ramp time, and performance trends
Qualifications
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Bachelorβs degree in Accounting, Finance, Business, or related field (preferred)
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3+ years of experience in law firm billing, accounts receivable, or collections (preferred)
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Hands-on experience with Aderant, Elite 3E, or similar legal billing systems (Strongly preferred)
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2+ years of experience in training, coaching, or facilitation
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Understanding of accounts receivable processes and law firm billing structures
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Advanced proficiency in Microsoft Excel and reporting tools
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Excellent communication and presentation skills
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Ability to simplify complex concepts for diverse audiences
What Success Looks Like
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New hires are production-ready within expected timelines
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Improved collections performance and reduced outstanding AR balances
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Consistent, high-quality training programs that scale with business growth
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Strong professionalism and confidence in attorney and client interactions
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Continuous improvement in quality, productivity, and team performance