Position Overview

Key Accountabilities

Review arrangement details, set up rate exceptions in 3E, verify and test rates in 3E, revalue time, reserve if needed.
Manage the pricing inbox and triage tasks according to complexity. Escalate matters as required.
Collect and document client arrangements; coordinate with Pricing team to add qualitative features of the Request for Proposal (RFP) process.
Work with e-billing team to complete rate templates to upload in billing platforms.
Coordinate with Risk Management team to assess clients' Outside Counsel Guidelines (OSG). Identify areas of concern with respect to policies relating to rates, discounts, promotional increases, and other relevant elements to pricing.
Collaborate with proposals team for RFPs, provide support on rates, discounts, and historic agreements.
Work on monthly or quarterly client incentives reports for various stakeholders.
Identify matters for potential reserve requirement and notify billing reserves team.
Create, manage, update calendar for scheduled discussions with partners and clients with regards to steps needed to increase rates.
Participate in projects and initiatives as required.

Attributes \& Experience

Post-secondary diploma or degree in accounting, finance or commerce, or equivalent experience to successfully complete the essential requirements of the role.
2-3 years related experience, preferably within a professional services firm.
Proficient in the Microsoft Office product suite, including Excel.
Experience with 3E Financial system and running SQL queries an asset.
Strong client service orientation combined with the ability to manage multiple client needs at the same time.
Excellent communication skills (verbal and written) with the ability to interact with individuals at all levels within the organization.
Strong organizational and time management skills to effectively prioritize and meet deadlines with minimal supervision.
Strong interpersonal skills with the ability to work well both independently and collaboratively within a team environment.
Sound judgment including the ability to deal with confidential information with utmost discretion.
Exceptional attention to detail.
Strong aptitude for utilizing technology in improving speed, accuracy, and efficiency of a process.
Flexibility to work overtime when necessary.

Additional Information

Torys

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