Job Overview

description:

the client success specialist is responsible for assisting the senior account executive's clientele, marketing initiatives, and overall workload. they are responsible for assisting the senior account executive with day-to-day activities including administrative activities, creative marketing campaigns, client research, and salesforce data entry.

client success specialist essential functions:

sae admin & marketing support (remote 95%)

administrative tasks

• coordinate calendar appointments, client meetings, and travel arrangements
• process expense reports
• handle logistics such as restaurant reservations, gift packing and shipping
• maintain relationships with vendors for swag and gifting

crm & task management

• assist with day-to-day administrative needs such as contact/job assignment requests and database upkeep
• maintain up-to-date client profiles in salesforce
• create follow-up tasks, log meeting notes, and track client activity
• generate reports identifying key account trends (e.g., top clients, dormant accounts, decreasing engagement)
• proactively catch unassigned jobs or tasks needing ae attention

research & marketing support

• conduct research on law firms, decision-makers, and industry news using platforms like linkedin, law360, and legal journals
• set up and monitor docket alerts for key accounts
• support outbound marketing campaigns including e-blasts, drip campaigns, and client mailings
• track and assist with lead generation efforts across multiple platforms
• prepare and send gifts, handwritten notes, and swag to clients for specific campaigns (e.g., onboarding, holidays, client check-ins)

in person client interaction (approx. 5%)

• professionally field occasional client check-ins or quick requests when delegated by ae
• attend sponsorship events, lunch and learns, and other client events
• collaborate with back office on coverage issues, billing inquiries, or troubleshooting
• ensure timely follow-through on client follow-up tasks as directed

client success specialist location:

candidates must reside in the d.c, maryland, virginia area. position is mainly remote with occasional travel in the d.c metro area.

client success specialist shift:

9:00am - 5:00pm est

client success specialist compensation:

$23.00 - $24.04 per hour

benefits:

• medical stipend
• dental
• vision
• voluntary term life insurance
• voluntary whole life insurance
• voluntary long term disability
• pto
• paid and floating holidays
• 401(k)
• employee assistance program (eap)

requirements:

legal field experience preferred. candidate must have excellent written and verbal communication skills, experience with microsoft office products. experience with salesforce a plus. strong attention to detail and excellent customer service skills required. bachelor's degree preferred.

eoe m/f/d/v

compensation details: 23-24.04 hourly wage

pid47bb45b66b6-2281