Client Success Specialist, Client Liaison

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $72k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Legal Intake Pros

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💼 Consulting

⚖️ Legal

🤝 B2B

Consulting • Legal • B2B

Legal Intake Pros is a service firm that helps law firms optimize their client intake processes to increase signed cases and drive predictable growth. They provide intake training and 1:1 coaching, quality control and assurance, technical implementation and CRM automation, intake reporting and trial audits, and ongoing support to improve lead capture, follow-up, and conversion. Their team positions itself as experienced law-firm veterans offering hands-on coaching, process redesign, call and lead monitoring, and implementation of workflows and integrations.

📋 Description

• Own the recurring cycle for assigned accounts, including written client updates, task management, internal team debriefs, and standard reporting • Prepare agendas, KPI packets, and briefing materials before client meetings • Convert client meeting decisions into assigned, dated work • Own client reporting end to end, including building reports, presenting them to firm leadership, and explaining the implications and recommended actions • Run client training sessions on reporting, systems, and process • Build and maintain account plans connecting client objectives to execution • Read intake performance data and explain its implications • Run internal check-ins with assigned coaches and specialists • Hold delivery timelines through documented follow-up • Keep ClickUp and HubSpot accurate to company standards • Surface risks before clients raise them • Grow the client portfolio from one or two accounts toward approximately 12–15 firms, with variation based on account size and complexity

🎯 Requirements

• Two or more years in client success, account management, sales enablement, revenue operations, legal operations, or intake operations • Comfortable explaining something live and unrehearsed in front of business owners • Proven ability to run multiple accounts or projects at once without letting things slip • Working experience with a CRM • Working experience with a project management tool • Comfort with performance dashboards and metrics • Strong written and spoken English • Experience in a law firm, legal department, or legal services company • Strong understanding of law firm intake operations and client service workflows • Familiarity with Filevine or other case management systems is a plus • Bachelor's degree or equivalent experience • Experience presenting performance data and recommendations to law firm leadership • Bachelor's degree in information technology, business administration, or a related field is preferred • Relevant certifications in document control, data management, or CRM systems are a plus • Proficiency in electronic signature software, such as DocuSign or Adobe Sign • Proficiency in CRM systems • Proficiency in Google Workspace • Experience with HubSpot is a plus • Experience with ClickUp is a plus

🏖️ Benefits

• Remote-first • Unlimited PTO after six months • 12 paid holidays • Paid sick time from day one • Paid medical, dental, and vision insurance • 401K • Company-sponsored professional development, including courses, certifications, and training • Virtual team events and workshops • Direct feedback and space for growth • Real ownership over work from Day 1 • Close collaboration with the founder