Client Success Specialist
New
L
Legal Intake ProsLegal Services
United StatesFull-TimeMiddle
Salary65,000 - 72,000 USD per year
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Job Details
- Languages
- English
- Experience
- Two or more years
- Required Skills
- HubSpotGoogle WorkspaceAccount ManagementCRM
Requirements
- Two or more years in client success, account management, sales enablement, revenue operations, legal operations, or intake operations.
- Strong written and spoken English proficiency.
- Experience in a law firm, legal department, or legal services company with an understanding of intake operations and client service workflows.
- Proven ability to manage multiple accounts or projects simultaneously.
- Comfort presenting performance data and recommendations to firm leadership.
- Proficiency in CRM systems and Google Workspace.
- Experience with project management tools (e.g., ClickUp) and electronic signature software (e.g., DocuSign, Adobe Sign).
- Familiarity with HubSpot is a plus.
- Familiarity with Filevine or other case management systems is a plus.
- Bachelor's degree in information technology, business administration, or a related field preferred.
- Comfort explaining complex topics live and unrehearsed to business owners.
Responsibilities
- Own the recurring cycle for your accounts including written client updates, task management, and internal team debriefs.
- Prepare agendas, KPI packets, and briefing materials for client meetings and convert decisions into assigned tasks.
- Manage client reporting end-to-end, build reports, and present performance data and actionable recommendations to law firm leadership.
- Facilitate client training sessions on reporting, systems, and intake processes.
- Develop and maintain account plans that align client goals with operational deliverables.
- Analyze intake performance data to provide actionable insights rather than just descriptive reporting.
- Conduct internal check-ins with coaches and specialists to monitor delivery timelines and follow-up.
- Maintain accuracy of ClickUp and HubSpot systems for all assigned client accounts.
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