Legal Intake Pros ยท 2 months ago
Client Success Account Manager
United States
Full-time
Remote
Mid Level
$65K/yr - $90K/yrLegal Intake Pros is dedicated to helping clients deliver an excellent first impression that wins cases and builds long-term relationships. As a Client Success Account Manager, you will own client relationships, ensure projects stay on track, and guide law firms through the systems and processes that make their business thrive.
ConsultingInformation TechnologyLead ManagementLegalLegal TechManagement ConsultingProfessional ServicesTraining
Responsibilities
Own client relationships
Ensure projects stay on track
Guide law firms through the systems and processes that make their business thrive
Qualification
Required
Ability to connect day-to-day tasks with long-term client outcomes and company goals
Strong working knowledge of CRMs, intake management platforms, and reporting tools (e.g., Lead Docket, Filevine, HubSpot, etc)
Professional, empathetic, and persuasive communicator, both written and verbal
Reliable follow-through and ownership of commitments; ability to manage competing priorities without losing quality
Analytical and resourceful in diagnosing issues and implementing solutions
Comfortable interpreting client data and using it to guide conversations, decisions, and recommendations
Team-oriented with the ability to influence and align cross-functional colleagues
Thrives in a dynamic, evolving environment and can balance structure with flexibility
Company
Legal Intake Pros
Legal Intake Optimization
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Desiree Delesline-Mack
Chief Coaching Officer
Yani Smith
Fractional Chief Strategy Officer
Company data provided by crunchbase