CORE COMPETENCIES & EXPECTATIONS

• Strategic Thinking: Ability to connect day-to-day tasks with long-term client outcomes and company goals.
• CRM Systems Fluency: Strong working knowledge of CRMs, intake management platforms, and reporting tools (e.g., Lead Docket, Filevine, HubSpot, etc).
• Client-Centered Communication: Professional, empathetic, and persuasive communicator, both written and verbal.
• Accountability: Reliable follow-through and ownership of commitments; ability to manage competing priorities without losing quality.
• Problem Solving: Analytical and resourceful in diagnosing issues and implementing solutions.
• Data-Driven Mindset: Comfortable interpreting client data and using it to guide conversations, decisions, and recommendations.
• Collaboration: Team-oriented with the ability to influence and align cross-functional colleagues.
• Adaptability: Thrives in a dynamic, evolving environment and can balance structure with flexibility.
  Compensation:
  $65,000 - $90,000 yearlyResponsibilities:

Clients trust us to help them deliver an excellent first impression—the kind that wins cases and builds long-term relationships. As a Client Success Account Manager, you’ll be at the heart of that mission. You’ll own client relationships, ensure projects stay on track, and guide law firms through the systems and processes that make their business thrive.