Client Success Manager

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: TYPE OF WORK

Full Time

: SALARY

$925 - $1130/month

: HOURS PER WEEK

40

: DATE UPDATED

Mar 30, 2026

JOB OVERVIEW

We’re searching for an enthusiastic Client Success Manager to join our team and support business growth. You’ll need strong persuasion skills to turn customer prospects into qualified leads. Our ideal candidate is an excellent deal-maker who loves talking to people. If you’re looking to jump-start your career in sales, please apply today!

Responsibilities
Assess and send qualified leads to inbound sales representatives so they can convert clients and provide quick turnaround
Maintain the client database to make sure the sales team can access current information on all leads
Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
Work within your specific geography to find new business opportunities
Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved
In accordance with the ethical rules governing lawyers, the Client Success Manager will not:

Provide legal advice
Quote a fee (however, the Client Success Manager may share a fee that has been determined by the Firm's attorneys), or enter into an engagement with a PNC "Potential New Client"
The Client Success Manager will:

Prepare prospective clients for entering into an engagement with the designated attorney by obtaining the client’s signature and then receiving the attorney’s approval

The Client Success Manager will conduct in-depth meetings with Prospective New Clients for the purpose of selling legal services. During these meetings, the Client Success Manager will:

Follow policies and procedures to communicate with PNCs effectively
Collect information about PNCs for which they are seeking the Firm’s help
Assure the PNCs that the Firm’s attorneys and staff will be able to help them
Show compassion for PNC's troubles
Provide a general description of the Firm’s services in the area where the PNC needs help
The Client Success Manager will oversee the client onboarding process:

Create the Engagement Agreement and accept payment with attorney approval
Send emails to the appropriate parties within the firm to start a new case
Follow up with clients 5 days after being hired and verify that onboarding was completed
Follow up with clients 15 days after being hired to ensure they are receiving great client support and answer any of their current concerns
The Client Success Manager will:

Stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready
Keep detailed records about the number of PNCs that contact the firm, the number that are scheduled for an initial consultation, come in for initial consultations, the number that engage the firm, and other associated metrics (referral source, average case value, etc.).
Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on the “front lines” experience

Qualifications
Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
Proven track record of at least 2 years of experience in a sales position or related field
Working knowledge of the sales process and CRM software
Possess a valid U.S. driver’s license and be able to travel by car
High school diploma or equivalent required, college degree preferred
2 years of experience in the sales of products or services in a law firm setting. A proven track record using a consultative sales approach is required
A strong interest in consultative solutions and selling
Experience with CRM, particularly reporting, is required
Knowledge of the legal industry is an asset
Real-life experience & a few “battle scars” give you empathy and understanding, which is an asset
Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus

SKILL REQUIREMENT

Sales Support English Proficiency

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Client Success Manager

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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