First Legal Network LLC

Role Description We’re looking for a highly motivated Senior Accountant to join our expanding finance/accounting team. This role is ideal for someone who thrives in a fast-paced environment and is excited about scaling accounting operations in a growing organization. You will play a key role in driving timely and accurate financial reporting, strengthening internal controls, and supporting audit readiness, with a primary focus on month-end close and technical accounting execution. - Perform timely month-end and year-end financial close process, including but not limited to recording accruals, performing account reconciliations, and overall maintenance of general ledger. - Prepare and submit regulatory filings including sales tax, business licenses and other filings as requested. - Collaborate with CPA to prepare annual tax returns and other departments such as Accounts Payable and Receivable to accomplish key financial functions. - Support accounting management with information requests from both internal and external parties. - Work with the various accounting departments to ensure efficiency and accuracy. - Prepare for and participate in internal and external audits. - Execute internal controls to ensure checks and balances. - Produce timely and accurate reporting as requested to improve data-based decision making. - Ensure compliance with GAAP. Qualifications - 3–4 years of accounting experience, preferably in public accounting and/or a high-growth environment. - CPA license required. - Bachelor’s degree in Accounting or related field required. - Experience supporting month-end close and general ledger accounting. - Strong understanding of U.S. GAAP and financial reporting concepts. - Experience with accounting systems, NetSuite and Ramp preferred. Requirements - Schedule: Monday-Friday 8:00am-5:00pm PST - Remote: Eligible to candidates residing in PST time zone Company Description We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

Role Description The Collections Specialist – East Coast is responsible for managing a defined portfolio of client accounts to ensure timely payment of invoices and optimization of cash flow. This role will oversee day-to-day collections activities for assigned East Coast clients, proactively follow up on outstanding receivables, resolve billing disputes, and maintain strong client relationships while adhering to company credit and collections policies. The position plays a key role in reducing days sales outstanding (DSO), minimizing aged receivables, and supporting disciplined working capital management. Qualifications - Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred - 2+ years of experience in collections, accounts receivable, or credit management preferred - Experience managing a high-volume portfolio of commercial accounts - Professional services, legal services, or project-based billing experience preferred - Working knowledge of AR aging, cash application, and dispute resolution processes - Experience with ERP systems (NetSuite preferred), AR software (High Radius preferred) and Microsoft Excel - Strong verbal and written communication skills - Highly organized with strong follow-up discipline and attention to detail - Comfortable working in a fast-paced, metrics-driven environment Requirements - Manage a designated book of business consisting primarily of East Coast clients. - Proactively monitor AR aging and execute timely follow-up in accordance with established collections cadence and escalation protocols. - Conduct outbound calls and written follow-up (email, statements, demand notices as appropriate) to secure payment commitments. - Document all collection activity accurately in the ERP system. - Identify, track, and resolve billing disputes in partnership with Client Services, Sales, and Billing teams. - Reconcile account discrepancies including unapplied cash, short payments, and credits. - Ensure adherence to contractual payment terms and escalate delinquent accounts in line with policy. - Support the preparation and distribution of account statements and aging reports. - Recommend accounts for escalation, credit hold, or outside collections when appropriate. - Serve as a primary AR contact for assigned clients. - Partner cross-functionally to resolve issues impacting payment timelines. - Maintain a professional and solutions-oriented approach while protecting company interests. - Provide feedback to management regarding recurring billing or contractual issues affecting collections. - Maintain accurate aging commentary and status notes on all material past-due accounts. - Support weekly collections reporting and cash forecast inputs. - Meet or exceed individual performance metrics tied to DSO reduction, aging buckets, and cash targets. - Adhere to internal controls and company AR policies. Benefits - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more!

Role Description We are seeking a strategic Salesforce Functional Lead to drive enterprise-wide Salesforce initiatives across Sales Cloud, Marketing Cloud, Data Cloud, and Agentforce. This role will partner with business leaders and IT to design scalable, AI-enabled solutions that accelerate revenue growth, improve customer engagement, and optimize sales operations. - Analyze business processes and user requirements to design and configure Salesforce solutions that align with organizational goals. - Lead the implementation, customization, and optimization of Salesforce Sales Cloud Unlimited Edition, ensuring a robust data foundation for sales and customer data. - Integrate and utilize Agentforce for Sales to automate research, personalize messaging, and provide real-time deal guidance, enhancing seller productivity. - Manage the Sales Performance Management Suite, including Salesforce Spiff for commission automation, Sales Planning for territory and quota optimization, Salesforce Maps for route and territory visualization, and Sales Programs for campaign tracking. - Implement and maintain Data Cloud to activate real-time insights, powering Customer 360 apps and Agentforce while integrating with existing data investments. - Utilize Salesforce Foundations to access AI capabilities in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud at no additional cost. - Conduct user training, create documentation, and provide ongoing support for Salesforce users. - Collaborate with developers, stakeholders, and IT teams to troubleshoot issues, perform system audits, and ensure compliance with best practices. - Participate in demos and proof-of-concepts for new Salesforce features and integrations. - Support user stories focused on configuring package software or performing other highly technical tasks for the agile team. - Provide highly specialized technical skills according to the specific needs of stories during each iteration. - Review required documentation to communicate information to deployment, maintenance, service, and business teams. - Provide mentorship to junior FAs and BAs through Community of Practice and other informal forums and may supervise FAs in a team that does not have senior developers or a tech lead. - Lead functional analysis for the domain/software related to Mergers & Acquisitions & Foldouts. - Lead functional analysis for domain/software RFP process. - Lead SME around product(s) function and work with Product Owner and Business Partners to refine requirements/functionality. - Lead training of software package to key stakeholders as required. Qualifications - Bachelor’s degree in an IT-related field with 5+ years of experience in configuration of software packages or application development. - Salesforce certifications such as Salesforce Certified Administrator, Advanced Administrator, Sales Cloud Consultant, or equivalent are required; additional certifications in Service Cloud, Marketing Cloud, or Data Cloud are a plus. - Salesforce Foundations: Leveraging free AI and core features across Sales, Service, Marketing, Commerce, and Data Clouds. - Strong understanding of Salesforce best practices, data modeling, workflow automation, and integration with third-party tools. - Excellent analytical, problem-solving, and communication skills, with the ability to translate business needs into technical solutions. - Experience in agile methodologies and project management tools. - Experience with Salesforce integrations, standard connectors, and custom middleware. - Hands-on experience with Salesforce configurations (user set up, role set up, hierarchies, profile set up, sharing rules, etc.). - Salesforce Enterprise Territory Management (ETM) highly preferred. - Highly proficient in teamwork and collaboration skills. - Hands-on experience with all of the following Salesforce products and features: - Sales Cloud Unlimited Edition: Building data foundations, predictive AI, automation, sandboxes, and Premier Success. - Agentforce for Sales: Automating research, creating personalized messages, real-time deal guidance, and agent skills. - Sales Performance Management Suite: Comprehensive knowledge of bundled tools for data-driven sales performance. - Sales Planning: Territory optimization, quota management, scenario modeling, and real-time adjustments. - Salesforce Maps: Visualizing accounts/opportunities, route optimization, and territory coverage. - Sales Programs: Launching and tracking promotions, campaigns, and high-impact initiatives, data lakes/warehouses. Requirements - Hours: Monday-Friday 8:00am-5:00pm - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WV, WI Benefits - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Collections Specialist – East Coast is responsible for managing a defined portfolio of client accounts to ensure timely payment of invoices and optimization of cash flow. This role will oversee day-to-day collections activities for assigned East Coast clients, proactively follow up on outstanding receivables, resolve billing disputes, and maintain strong client relationships while adhering to company credit and collections policies. The position plays a key role in reducing days sales outstanding (DSO), minimizing aged receivables, and supporting disciplined working capital management. - Manage a designated book of business consisting primarily of East Coast clients. - Proactively monitor AR aging and execute timely follow-up in accordance with established collections cadence and escalation protocols. - Conduct outbound calls and written follow-up (email, statements, demand notices as appropriate) to secure payment commitments. - Document all collection activity accurately in the ERP system. - Identify, track, and resolve billing disputes in partnership with Client Services, Sales, and Billing teams. - Reconcile account discrepancies including unapplied cash, short payments, and credits. - Ensure adherence to contractual payment terms and escalate delinquent accounts in line with policy. - Support the preparation and distribution of account statements and aging reports. - Recommend accounts for escalation, credit hold, or outside collections when appropriate. - Serve as a primary AR contact for assigned clients. - Partner cross-functionally to resolve issues impacting payment timelines. - Maintain a professional and solutions-oriented approach while protecting company interests. - Provide feedback to management regarding recurring billing or contractual issues affecting collections. - Maintain accurate aging commentary and status notes on all material past-due accounts. - Support weekly collections reporting and cash forecast inputs. - Meet or exceed individual performance metrics tied to DSO reduction, aging buckets, and cash targets. - Adhere to internal controls and company AR policies. Qualifications - Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred - 2+ years of experience in collections, accounts receivable, or credit management preferred - Experience managing a high-volume portfolio of commercial accounts - Professional services, legal services, or project-based billing experience preferred - Working knowledge of AR aging, cash application, and dispute resolution processes - Experience with ERP systems (NetSuite preferred), AR software (High Radius preferred) and Microsoft Excel - Strong verbal and written communication skills - Highly organized with strong follow-up discipline and attention to detail - Comfortable working in a fast-paced, metrics-driven environment Requirements - Hours: Monday-Friday 8:00am-5:00pm - Remote - East Coast Benefits - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Manager, Accounts Receivable & Treasury will lead the company’s end-to-end collections strategy and oversee short-term and medium-range liquidity management in a complex, fast-growing, private-equity-backed environment. This role is critical to optimizing cash conversion, mitigating credit risk, and ensuring the company maintains adequate liquidity to support operations, growth initiatives, and debt service obligations. The role partners closely with Finance, Sales, Client Services, and Executive Leadership to drive disciplined cash management, transparent forecasting, and scalable processes. - Own and continuously improve the enterprise-wide collections strategy across a diverse client base, including law firms, insurance carriers and direct-bill corporate partners. - Establish and enforce AR policies, billing standards, and collection escalation frameworks to optimize DSO and reduce bad debt exposure. - Partner cross-functionally to resolve aged receivables while preserving client relationships. - Develop and manage segmentation strategies for high-risk, high-balance, or strategic accounts. - Lead AR reporting cadence, including aging analysis, cash forecasting inputs, and trend analysis for executive key stakeholder reporting. - Ensure compliance with contractual terms, client-specific billing requirements, and internal credit policies. - Monitor and manage daily, weekly, and monthly cash positions across operating accounts and legal entities. - Provide forward-looking cash insights to support operational planning and capital allocation decisions. - Partner with FP&A to align liquidity forecasts with operating budgets and growth initiatives. - Support debt covenant monitoring, lender reporting, and borrowing base calculations where applicable. - Recommend strategies to optimize working capital, including payment terms, billing cycles, and cash concentration structures. - Design and maintain strong internal controls over cash receipts, AR reconciliations, and treasury activities. - Own AR subledger integrity and ensure timely reconciliation to the general ledger. - Lead system enhancements and automation efforts related to billing, collections, cash application, and treasury reporting. - Partner with IT and Finance teams to scale AR and treasury processes alongside business growth. - Ensure audit readiness for internal, external, and lender review. - Lead, mentor, and develop AR and treasury team members, establishing clear performance metrics and accountability. - Act as a strategic partner to senior leadership, providing clear, concise insights into cash performance, risks, and opportunities. - Serve as a key point of contact for external stakeholders, including banks, auditors, and PE sponsors, as needed. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA a plus but not required). - 5+ years of progressive experience in accounts receivable, treasury, or working capital management. - Prior experience in a private-equity-backed or fast-growth environment strongly preferred. - Experience in professional services, legal services, or project-based billing models highly desirable. - Deep understanding of cash flow forecasting, AR aging dynamics, and credit risk management. - Advanced proficiency in ERP systems (NetSuite preferred) and financial reporting tools; experience with large-scale AR automation preferred (High Radius a plus). - Strong knowledge of internal controls, audit requirements, and financial reporting processes. - Proven ability to formalize processes and implement scalable systems. - Excellent problem-solving, communication, and project-management skills. - Comfortable working in a fast-paced, dynamic, and growing organization. Schedule/Location - Hours: Monday-Friday 8:00am-5:00pm - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WV, WI Benefits - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more!

Position Summary: We are seeking a strategic Salesforce Functional Lead to drive enterprise-wide Salesforce initiatives across Sales Cloud, Marketing Cloud, Data Cloud, and Agentforce. This role will partner with business leaders and IT to design scalable, AI-enabled solutions that accelerate revenue growth, improve customer engagement, and optimize sales operations. Essential Duties & Responsibilities: - Analyze business processes and user requirements to design and configure Salesforce solutions that align with organizational goals. - Lead the implementation, customization, and optimization of Salesforce Sales Cloud Unlimited Edition, ensuring a robust data foundation for sales and customer data. - Integrate and utilize Agent force for Sales to automate research, personalize messaging, and provide real-time deal guidance, enhancing seller productivity. - Manage the Sales Performance Management Suite, including Salesforce Spiff for commission automation, Sales Planning for territory and quota optimization, Salesforce Maps for route and territory visualization, and Sales Programs for campaign tracking. - Implement and maintain Data Cloud to activate real-time insights, powering Customer 360 apps and Agentforce while integrating with existing data investments. - Utilize Salesforce Foundations to access AI capabilities in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud at no additional cost. - Conduct user training, create documentation, and provide ongoing support for Salesforce users. - Collaborate with developers, stakeholders, and IT teams to troubleshoot issues, perform system audits, and ensure compliance with best practices. - Participate in demos and proof-of-concepts for new Salesforce features and integrations. - Supports user stories focused on configuring package software or performing other highly technical tasks for the agile team - Provides highly specialized technical skills to according to the specific needs of stories during each iteration - Reviews required documentation to communicate information to deployment, maintenance, service and business teams - Provides mentorship to junior FAs and BAs through Community of Practice and other informal forums and may supervise FAs in a team that does not have senior developers or a tech lead - Lead functional analysis for the domain/software related to Mergers & Acquisitions & Foldouts - Lead functional analysis for domain/software RFP process - Lead SME around product(s) function and works with Product Owner and Business Partners to refine requirements/functionality - Lead training of software package to key stakeholders as required Job Qualifications: - Bachelor’s degree in an IT-related field with 5+ years of experience in configuration of software packages or and application development is a nice to have, not required for a Sr Functional Analyst. - Salesforce certifications such as Salesforce Certified Administrator, Advanced Administrator, Sales Cloud Consultant, or equivalent are required; additional certifications in Service Cloud, Marketing Cloud, or Data Cloud are a plus. - Salesforce Foundations: Leveraging free AI and core features across Sales, Service, Marketing, Commerce, and Data Clouds. - Strong understanding of Salesforce best practices, data modeling, workflow automation, and integration with third-party tools. - Excellent analytical, problem-solving, and communication skills, with the ability to translate business needs into technical solutions. - Experience in agile methodologies and project management tools. - Experience with Salesforce integrations, standard connectors, and custom middleware. - Hands-on experience with Salesforce configurations (user set up, role set up, hierarchies, profile set up, sharing rules, etc.) - Salesforce Enterprise Territory Management (ETM) highly preferred. - Highly proficient in teamwork and collaboration skills. - Hands-on experience with all of the following Salesforce products and features: - Sales Cloud Unlimited Edition: Building data foundations, predictive AI, automation, sandboxes, and Premier Success. - Agentforce for Sales: Automating research, creating personalized messages, real-time deal guidance, and agent skills. - Sales Performance Management Suite: Comprehensive knowledge of bundled tools for data-driven sales performance. - Sales Planning: Territory optimization, quota management, scenario modeling, and real-time adjustments. - Salesforce Maps: Visualizing accounts/opportunities, route optimization, and territory coverage. - Sales Programs: Launching and tracking promotions, campaigns, and high-impact initiatives, data lakes/warehouses. Hands-on experience with all of the following Salesforce products and features. Schedule/Location: - Hours: Monday-Friday 8:00am-5:00pm - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WV, WI - Benefits Offered: - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more! About First Legal: We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking an experienced Salesforce Developer with strong expertise in Agentic Cloud solutions and Agentforce Certification (mandatory). The ideal candidate will have hands-on experience in Salesforce portal development, Apex programming, Lightning framework, and enterprise integrations. This role requires collaboration with cross-functional teams to design, develop, and deploy scalable Salesforce solutions aligned with business objectives. - Work closely with IT and business stakeholders to define scope, refine business and technical requirements, and translate them into technical designs, specifications, and user stories. - Design, develop, unit test, and deploy custom Apex Solutions including triggers, batch jobs, REST Services. - Develop and maintain Lightning Components using Aura, LWC, Lightning App Builder. - Build and support Salesforce Experience Cloud (Customer/Partner) Portals solutions. - Develop and maintain integrations with REST/SOAP APIs, MuleSoft and Platform Events. - Design and optimize Flows (Screen, Record-Triggered, Subflows, Orchestration). - Participate in cross-functional initiatives supporting CRM enhancements and enterprise system integrations. - Assist project managers in identifying technical risks, dependencies, and mitigation strategies to support delivery timelines. - Communicate project status clearly to stakeholders and escalate issues when necessary. - Coordinate with offshore and onshore teams to ensure quality delivery and best practices. - Maintain technical documentation, release notes, and support CI/CD deployments. Qualifications - Bachelor’s degree in an IT-related field with 5+ years of professional experience, or master’s degree with 3+ years of experience as a Salesforce Developer. - Salesforce Agentforce Certified professional with experience implementing AI-driven automation and Agentforce capabilities within Salesforce ecosystems. - Strong hands-on experience in Apex, Flows, SOQL/SOSL, Visualforce, and Salesforce DX (SFDX) development. - Experience integrating Salesforce with external systems using REST/SOAP APIs, MuleSoft, Platform Events, and OAuth-based authentication. - Hands-on experience with Salesforce Lightning Platform (LWC, Aura, Lightning App Builder) focusing on reusable component architecture and UI optimization. - Experience working with Marketing Cloud integrations to support campaigns and communications. - Proficient in JavaScript, HTML, and CSS, with foundational experience in Java for web application development. - Experience applying software design patterns such as MVC, Singleton, Factory, and Service Layer to build scalable and maintainable solutions. - 4+ years of experience working in Agile Scrum environments, participating in sprint planning, backlog refinement, and release cycles. - Experience delivering Salesforce solutions within field service, and service-based operational environments. - Strong understanding of SDLC processes including design documentation, code reviews, testing strategies, and deployment governance. - Hands-on experience building and maintaining Experience Cloud (Customer/Partner) portals with secure authentication and role-based access control. - Experience with Git-based version control, Copado CI/CD pipelines, and multi-environment deployment strategies. Requirements - Schedule: Monday-Friday 8:00am-5:00pm - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WV, WI Benefits - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more!