Client Services Specialist
New
S
SylloLegal Tech
Remote, USAFull-TimeMiddle
Salary$140,000 — $150,000 USD
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Job Details
- Experience
- 4+ years
- Required Skills
- Project ManagementHubSpotCreativity
Requirements
- 4+ years of experience in a client-facing role, ideally in legal tech, litigation support, or professional services.
- Background in litigation as an attorney, paralegal, or litigation support professional.
- Demonstrated ownership of end-to-end case delivery.
- Hands-on experience with eDiscovery platforms such as Relativity or Everlaw.
- Proficiency with project management and CRM tools like Monday and HubSpot.
- High aptitude for learning new software tools.
- Strong communication skills for interacting with attorneys and partners under pressure.
- Operational rigor regarding documentation, deadline tracking, and handoffs.
- Relativity certification or equivalent preferred.
Responsibilities
- Serve as the named CS account owner for an assigned portfolio of clients, building trusted relationships.
- Partner with the Sales Account Director to maintain a shared view of account status and consistent communication.
- Manage end-to-end project management for active cases, including kickoffs, timelines, and deliverables.
- Handle client services requests including building searches, workspace organization, and executing AI-assisted reviews.
- Advise attorneys on litigation workflows and platform capabilities.
- Coordinate data needs with the Data Services team.
- Identify and resolve technical or workflow issues.
- Document case status and handoff notes to ensure continuity.
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