Client Account Manager

Treaty Oak Employers Law Group; United States; Remote; USD 34,000 - 55,000; Part time

Job summary

Treaty Oak Employers’ Law Group is seeking a motivated Client Account Manager to drive growth and deliver an exceptional experience to prospective and existing clients.

You will manage intake, build trust with clients, and guide engagements from initial contact to retention while coordinating with attorneys and staff in a remote, part-time capacity.

Qualifications

• Experience in sales, client intake, customer success, client relations, business development, or a similar client-facing role
• Excellent verbal and written communication skills
• Strong listening skills and the ability to ask thoughtful, relevant questions
• Confidence communicating with prospective clients, conducting follow-up calls, and asking for a commitment
• Exceptional attention to detail and organizational skills
• Demonstrated ability to manage multiple prospects, tasks, deadlines, and follow-ups simultaneously
• Experience using a CRM system, preferably HubSpot, and a willingness to maintain detailed, accurate records
• Strong personal accountability and a track record of following through on commitments
• Ability to work independently, prioritize responsibilities, and manage time effectively without constant supervision
• A collaborative mindset and willingness to adapt in a small, growing organization
• Professionalism and discretion when handling confidential and sensitive information
• Working knowledge of business systems and entrepreneurial thinking

Responsibilities

• Manage prospective clients through the intake and retention pipeline, from initial contact to execution of the representation agreement
• Discuss the firm's services, approach, and representation process while building rapport and establishing trust with prospective clients
• Manage the agreement process with new clients, including following up with prospective clients who have not signed or returned their agreements
• Maintain consistent follow-up communications to improve conversion rates and reduce lost opportunities
• Coordinate with attorneys and other team members to facilitate a smooth transition from intake and onboarding to the legal team
• Request, collect, and organize employment-related documents and other materials needed from clients after engagement, ensuring client files are complete, organized and properly documented
• Maintain accurate, detailed, and up-to-date records in HubSpot, the firm's customer relationship management (CRM) system
• Conduct post-engagement or post-service follow-ups when the firm's work is completed
• Meet established performance goals related to responsiveness, client conversion, follow-up, and other agreed-upon sales metrics
• Build and maintain relationships with former clients through active outreach and follow up campaigns to identify opportunities for renewed engagement
• Be willing to take on reasonable additional responsibilities as needed in a growing small business

Skills

Sales experience

CRM usage

Communication

Intake processes

Organization

Multitasking

Attention to detail

Independent work

Collaboration

Discretion

Entrepreneurial thinking

Tools

HubSpot

Job description

Treaty Oak Employers’ Law Group is seeking a motivated, entrepreneurial, and client-focused Client Account Manager to help drive firm growth while delivering an exceptional experience to prospective and existing clients.

About Treaty Oak Employers’ Law Group:

Treaty Oak did not begin as a generic employment firm. It began with the demanding work of workplace investigations: neutral scoping, careful witness handling, documentation, evidence review, and findings that may later be scrutinized by an agency, court, board, executive team, or the court of public opinion.

That origin shaped the rest of the practice. Day-to-day employment advice, handbooks, onboarding, offboarding, training, executive coaching, and compliance work all benefit from the same discipline: understand how people and systems actually operate, identify risk early, and give employers clear footing before a problem hardens. Our litigation, coaching, entity, and estate planning work supports our entrepreneurial employers just the same.

About You:

This is a sales-oriented, client-facing role for someone who enjoys talking to people, building relationships, identifying opportunities, and turning prospective clients into retained clients. You will be one of the first points of contact for individuals seeking help with workplace issues, so strong communication skills, business savvy, empathy, professionalism, and the ability to build trust quickly are essential.

Key Responsibilities:

• Manage prospective clients through the intake and retention pipeline, from initial contact to execution of the representation agreement
• Discuss the firm's services, approach, and representation process while building rapport and establishing trust with prospective clients
• Manage the agreement process with new clients, including following up with prospective clients who have not signed or returned their agreements
• Maintain consistent follow-up communications to improve conversion rates and reduce lost opportunities
• Coordinate with attorneys and other team members to facilitate a smooth transition from intake and onboarding to the legal team
• Request, collect, and organize employment-related documents and other materials needed from clients after engagement, ensuring client files are complete, organized and properly documented
• Maintain accurate, detailed, and up-to-date records in HubSpot, the firm's customer relationship management (CRM) system
• Conduct post-engagement or post-service follow-ups when the firm's work is completed
• Meet established performance goals related to responsiveness, client conversion, follow-up, and other agreed-upon sales metrics
• Build and maintain relationships with former clients through active outreach and follow up campaigns to identify opportunities for renewed engagement
• Be willing to take on reasonable additional responsibilities as needed in a growing small business

Qualifications & Skills

• Experience in sales, client intake, customer success, client relations, business development, or a similar client-facing role
• Excellent verbal and written communication skills
• Strong listening skills and the ability to ask thoughtful, relevant questions
• Confidence communicating with prospective clients, conducting follow-up calls, and asking for a commitment
• Exceptional attention to detail and organizational skills
• Demonstrated ability to manage multiple prospects, tasks, deadlines, and follow-ups simultaneously
• Experience using a CRM system, preferably HubSpot, and a willingness to maintain detailed, accurate records
• Strong personal accountability and a track record of following through on commitments
• Ability to work independently, prioritize responsibilities, and manage time effectively without constant supervision
• A collaborative mindset and willingness to adapt in a small, growing organization
• Professionalism and discretion when handling confidential and sensitive information
• Working knowledge of business systems and entrepreneurial thinking

Preferred Qualifications

• Experience in a law firm, legal intake, employment law, or another professional services environment
• Experience with consultative sales, lead qualification, and client conversion
• Experience managing a sales pipeline and working toward measurable performance targets

The Type of Person Who Will Thrive Here

We are looking for someone who is:

• Entrepreneurial: You think like an owner, recognize opportunities, and look for ways to help the firm grow
• Sales-driven: You enjoy building relationships, overcoming reasonable obstacles, asking for the business, and achieving measurable results
• Accountable: You take responsibility for your results, meet commitments, and communicate proactively when challenges arise
• Self-directed: You do not need someone checking on you throughout the day. You know how to prioritize, manage your workload, and keep yourself on track
• Detail-oriented: You understand that accurate CRM records, consistent follow-up, and complete documentation are essential to the firm's success
• Proactive: You anticipate what needs to happen next and take action instead of waiting to be reminded
• Client-focused: You balance sales goals with empathy, professionalism, and a genuine commitment to a positive client experience
• A team player: You collaborate well, share information, and support the broader goals of the firm
• Flexible: You are comfortable wearing multiple hats, adjusting priorities, and helping wherever needed in a small-firm environment
• Motivated by achievement: You enjoy setting goals, measuring your performance, and being rewarded for strong results

More about the role:

• 20-30 hours per week, flexible on work hours
• This is a remote position