Client Services Specialist
New
S
SylloLegal Technology
Remote, USAFull-TimeMiddle
Salary$140,000 — $150,000 USD
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Job Details
- Experience
- 4+ years of experience in a client-facing role
- Required Skills
- Project ManagementCreativityHubSpot
Requirements
- 4+ years of experience in a client-facing role, ideally in legal tech, litigation support, or a professional services environment.
- Background in litigation as an attorney, paralegal, or litigation support professional.
- Demonstrated ownership of end-to-end case delivery, not just contribution to a team outcome.
- Hands-on experience with eDiscovery platforms; Relativity certification or equivalent preferred.
- Proficiency with project management and CRM tools such as Monday and HubSpot.
- High aptitude for learning new software tools and enthusiasm for AI-powered products.
- Understanding of case assessment, document review, production, and privilege workflows.
- Ability to communicate clearly with attorneys and partners under pressure, in writing and in person.
- Strong operational rigor with ability to track deadlines and ensure complete handoffs.
Responsibilities
- Serve as the named CS account owner for an assigned portfolio of clients, building trusted relationships and escalating proactively to CS leadership when clients are at risk.
- Work in close partnership with the Sales Account Director, maintaining a shared view of account status and consistent communication across the account team.
- Own end-to-end project management for active cases, including kickoffs, timelines, deliverables, client-facing status updates, and setting clear expectations on client-side dependencies.
- Handle client services requests including building searches, workspace organization, and executing AI-assisted reviews.
- Translate platform capabilities into case strategy to advise attorneys on workflows.
- Coordinate with the Data Services team on data needs and ensure requirements are documented accurately.
- Identify and resolve technical or workflow issues, escalating through the appropriate process when needed.
- Document case status and handoff notes to maintain continuity and delivery quality.
- Develop deep expertise in the Syllo platform and provide feedback to the product team.
- Collaborate on internal CS documentation, process resources, and thought leadership on the use of AI in litigation.
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