Mintz Group · 1 day ago
Client Success Associate
San Francisco, CA
Full-time
Hybrid
Entry Level
$60K/yr - $70K/yr
1+ years expMintz Group specializes in investigative services and is seeking a Client Success Associate to enhance their case management process. The role involves providing research, database, and administrative support to ensure excellent client service and timely case handling.
Consulting
Responsibilities
Create and maintain client and case profiles in internal systems (HubSpot, SharePoint)
Monitor ongoing cases, ensuring accurate billing, updates, and closure documentation
Maintain consistency and integrity of data across case records and systems
Identify and correct incomplete or inaccurate case information
Conduct conflicts checks and internal database searches before engagement initiation
Support early-stage case scoping using research tools such as LexisNexis and Factiva
Conduct high-level internet research and summarize key findings
Identify patterns and potential risks such as litigation, reputational issues, or affiliations
Draft and format client engagement documents and service agreements
Ensure all materials meet internal standards for accuracy and consistency
Collaborate with investigators, client success managers, and other departments to ensure case progress and communication flow
Support internal process improvements and contribute to workflow efficiency initiatives
Qualification
Required
1+ years of experience in research, administrative, or operational support within professional services or related industries
Proficiency with HubSpot, SharePoint, and case tracking systems
Familiarity with tools such as LexisNexis, Factiva, and Boolean search logic
Strong ability to produce accurate, error-free documentation
Clear written communication, adapting template language to case-specific needs
Professional, patient, and responsive in all client and team interactions
Able to manage multiple competing tasks in a deadline-driven environment
Undergraduate degree required
Preferred
Multilingual skills are a plus
Benefits
Discretionary Bonus
Flexible Time Off Policy
Comprehensive Health Benefits: Medical, dental, and vision coverage
Retirement Savings: 401(k) plan with employer match
Parental Leave
Hybrid Work Environment: Candidate must live in San Francisco or Denver areas.
Life Insurance: Company-sponsored basic life and AD&D insurance
Additional Benefits: FSAs, Transit, and Parking
Company
Mintz Group
Mintz Group provides a range of risk mitigation services focused on due diligence, litigation and anti-corruption investigations.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
WestView Capital PartnersICV Partners
2021-04-06Private Equity
2020-04-07Secondary Market
2015-01-29Acquired
Leadership Team
Christopher Weil
Co-CEO
Peter Lagomarsino
Co-Chief Executive Officer
Recent News
MarketScreener
2025-07-18
2025-07-18
globallegalchronicle.com
2025-04-14
Company data provided by crunchbase