Job 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)

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

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