First Legal

Title: Collections Specialist Location: Ventura United States Job Description: Position Summary: 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. Essential Duties & Responsibilities: - 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. Job 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 Schedule/Location: - Hours: Monday-Friday 8:00am-5:00pm - Remote - 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.

• Prepare, review, and issue accurate and timely invoices for assigned enterprise and strategic accounts in accordance with customer contracts, orders, and internal policies. • Ensure invoices comply with customer-specific requirements (PO references, formatting, supporting documentation, billing portals, etc.). • Partner with internal stakeholders to resolve discrepancies prior to invoicing and proactively address potential billing issues. • Interpret and operationalize customer contracts to ensure billing aligns with contractual terms and revenue recognition policies. • Support revenue assurance by identifying billing risks, revenue leakage opportunities, and process gaps. • Collaborate with Accounting to support month-end close activities, including AR reconciliations and audit support. • Serve as a point of contact for enterprise customers on billing-related inquiries and dispute resolution. • Work closely with Sales, Account Management, and Customer Success to onboard new enterprise customers and implement billing processes. • Provide clear explanations of invoices and billing structures to both internal and external stakeholders. • Identify opportunities to improve billing efficiency, accuracy, and scalability, particularly as enterprise volume grows. • Help document billing procedures and contribute to standardized revenue operations workflows. • Support reporting related to enterprise billing performance, unapplied cash, and aged receivables in coordination with AR.

Title: Commission Data Entry Specialist Location: Syosset United States Job Description: Position Summary: The Commission Data Entry Specialist plays a critical role in supporting the accuracy and efficiency of First Legal's commission processes. This position is responsible for entering, maintaining, and validating commission-related data within systems of record, while partnering closely with the Commission Specialist to track and manage commission reporting to the sales team. The ideal candidate is highly detail-oriented, organized, and able to manage multiple priorities in a deadline-driven environment. Essential Duties & Responsibilities: - Accurately enter and maintain commission-related data in designated systems of record (e.g., CRM and internal databases). - Validate data for completeness, accuracy, and alignment with commission plans and policies. - Assist in tracking, documenting, and fulfilling special commission requests, adjustments, and exceptions. - Partner with the Commission Specialist to support commission calculation cycles and reporting needs. - Maintain organized records of commission adjustments, approvals, and supporting documentation. - Identify and escalate discrepancies, errors, or data inconsistencies in a timely manner. - Collaborate cross-functionally with Sales, Finance, and Operations teams as needed. - Adhere to data governance, confidentiality, and compliance standards. Job Qualifications: - High school diploma or equivalent required; associate or bachelor's degree preferred. - 1-3 years of experience in data entry, sales operations, finance support, or similar role. - Strong attention to detail with a high degree of accuracy. - Proficiency in Microsoft Excel (e.g., data entry, basic formulas, sorting/filtering). - Strong organizational and time management skills. - Ability to handle sensitive and confidential information with discretion. - Effective communication skills and ability to work collaboratively. Schedule/Location: - Hours: Monday-Friday 8:30am-5:00pm CT - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WA, WV, WI - Benefits Offered: - Medical, Dental, and Vision coverage - 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.

• Accurately enter and maintain commission-related data in designated systems of record (e.g., CRM and internal databases). • Validate data for completeness, accuracy, and alignment with commission plans and policies. • Assist in tracking, documenting, and fulfilling special commission requests, adjustments, and exceptions. • Partner with the Commission Specialist to support commission calculation cycles and reporting needs. • Maintain organized records of commission adjustments, approvals, and supporting documentation. • Identify and escalate discrepancies, errors, or data inconsistencies in a timely manner. • Collaborate cross-functionally with Sales, Finance, and Operations teams as needed. • Adhere to data governance, confidentiality, and compliance standards.

• Define and execute a comprehensive QA strategy that incorporates manual, automated, performance, and security testing. • Oversee the implementation and optimization of Tricentis Tosca and qTest across all product lines. • Integrate automated quality gates into CI/CD pipelines (Azure DevOps, Jenkins, or GitHub Actions) to achieve true continuous testing. • Recruit, mentor, and lead a high-performing team. • Identify and mitigate architectural and release risks. • Establish and report on Executive KPIs such as Escaped Defect Rate, Automation Coverage, and Test Execution Velocity. • Establish rigorous QA protocols for systems handling PII (Personally Identifiable Information) and HIPAA Compliance.

• 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.