Client Acquisition Specialist

Overview
Join our dynamic team as a Client Connection Specialist for a boutique concierge law practice. Become a vital link between our Center and our valued clients. In this energetic role, you will drive meaningful engagement, foster strong relationships, and ensure clients receive exceptional service that exceeds expectations. Your expertise in project management, account management, and client relationship management will empower you to deliver tailored solutions, support sales initiatives, and contribute to our clients’ success. If you thrive in a fast-paced environment where communication skills and analysis are key, this is your opportunity to make a real impact!

Responsibilities

• Build and nurture long-term client relationships through proactive communication and personalized service
• Manage client accounts by coordinating projects, tracking progress, and ensuring timely delivery of solutions
• Utilize Salesforce and other SaaS tools to monitor client interactions, update records, and analyze engagement metrics
• Collaborate with sales and marketing teams to identify opportunities for growth and develop strategies that align with client needs
• Provide exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining high satisfaction levels
• Conduct analysis of client data to identify trends, opportunities for improvement, and potential risks
• Support onboarding processes for new clients by guiding them through systems integration and training sessions

Experience

• Proven experience in project management, account management, or client service within a concierge client services environment
• Strong knowledge of Clio Grow or similar CRM platforms for managing client relationships effectively
• Demonstrated ability to communicate clearly and persuasively across diverse audiences
• Experience in sales or marketing strategies aimed at client retention and growth
• Analytical skills to interpret data insights and translate them into actionable plans
• Familiarity with client relationship management best practices in the legal services sector is a plus
• Excellent organizational skills with the ability to manage multiple priorities simultaneously

This role offers an exciting opportunity to be at the forefront of client engagement, leveraging your skills to foster loyalty and drive success. We are committed to supporting your growth with comprehensive training and a collaborative environment where your contributions truly matter. Join us in creating impactful connections that empower both our clients and our team!

Compensation: commensurate with experience

Pay: $20.00 - $30.00 per hour

Work Location: Hybrid remote in Shallotte, NC 28470