Credit & Collections Manager

Responsibilities

• Credit Risk Management
• Evaluate client creditworthiness and support the development of firm-wide credit policies
• Recommend and maintain credit limits and monitor client exposure
• Partner with internal stakeholders to implement appropriate retainer and prepayment practices
• Assist in establishing onboarding standards for new clients, including credit checks
• Collections & Accounts Receivable Management
• Manage the collections process for outstanding accounts, including direct client outreach
• Meet regularly with Managing Directors and Project Managers to review outstanding accounts, address issues, and align on appropriate collection strategies and next steps
• Partner with billing teams and client leads to resolve aged receivables
• Support escalation of delinquent accounts and recommend appropriate actions
• Negotiate and monitor payment plans where needed
• Dispute Resolution
• Collaborate with Billing and Treasury to resolve client disputes and short payments
• Identify root causes of disputes and recommend process improvements
• Reporting & Analysis
• Monitor and report on key AR metrics, including:
• Days Sales Outstanding (DSO)
• Aging reports
• Collection trends
• Provide insights and recommendations to improve cash flow and reduce write-offs
• Cross-Functional Collaboration
• Work closely with Finance, Billing, Project Intake and Legal Operations teams
• Support stakeholders across multiple offices, including international teams
• Help balance effective collections with maintaining strong client relationships

Requirements

• 4-7 years of experience in credit, collections, or accounts receivable (B2B preferred)
• Experience in professional services (legal, consulting, etc.)
• Strong communication and negotiation skills, with the ability to interact professionally with senior stakeholders and clients
• Analytical mindset with experience reviewing financial data and AR reports
• Demonstrated ability to manage multiple priorities and resolve complex issues
• Bachelor's degree in Finance, Accounting, Business, or related field preferred
• Preferred Attributes
• Ability to operate both independently and collaboratively in a growing environment
• Strong attention to detail with a process improvement mindset
• Experience with ERP or financial systems (e.g., Workday, NetSuite, or similar)
• Strong communication and interpersonal skills
• Experience working with international clients and stakeholders
• Sound judgment and professionalism when handling sensitive client matters
• Willingness to take ownership and help build new processes from the ground up
• A rewarding career above all
• There are a lot of fine consulting firms out there. But when everything is on the line, it takes a unique combination of skill and savvy to succeed under pressure.
• Our people are motivated to be the best in everything they do - from our approach to making the complex simple to the way we mentor our up-and-coming talent to become trusted experts early in their careers.
• To learn how Secretariat collects

Additional Information

Chart Your Journey at Secretariat From a collaborative culture to teammates who will always be by your side, find a career that will grow with you. Deliver your impact at Secretariat. Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world. When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions. Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you. Make your impact at Secretariat. ABOUT Our team Secretariat is seeking a Credit & Collections Manager to help build and manage our firm's credit and collections function within a growing professional services environment. This role will partner closely with the Senior Billing Manager and Legal Operations team to establish consistent credit policies, improve collections outcomes, and support strong cash flow across the firm. This is a highly visible role with the opportunity to shape processes, influence stakeholders, and contribute to the firm's continued growth-particularly as we expand into new client segments with varying risk profiles.

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