Job Description

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

PI91e2be1f34c5-30492-37892281

Job Tags

Hourly pay, Work at office, Remote work, Shift work,

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