Client Operations – Strategic Growth Manager

Jobtailor; Washington (District of Columbia); On-site; USD 100,000 - 150,000; Full time

Job summary

Jobtailor in Washington, DC seeks an experienced Client Relationship & Project Manager to lead strategic client plans and oversee multi-matter engagements. You will coordinate budgets, timelines, and billing while driving client-satisfaction in a fast-paced professional-services environment.

Strong communication, data analysis, and leadership are essential to succeed in this role. Ideal candidates have 7+ years of experience in law firm or professional services, with proficiency in PowerBI,

Qualifications

• 7+ years of relevant experience in a law firm or professional services setting.
• Bachelor’s degree or equivalent in marketing, account management, or related field.
• Experience with scoping, budgeting, project planning, workflow management, and post-matter reviews.

Responsibilities

• Manage the firm’s relationship with a major financial services client.
• Develop, maintain, and execute strategic client plans.
• Identify opportunities to deepen client relationships and expand engagements.
• Coordinate client team communications, meetings, agendas, notes, and action items.
• Plan and execute client meetings, events, CLE programs, sponsorships, and relationship-building initiatives.
• Support panel management and pitch opportunities, including pitch presentations and documents.
• Support client service excellence through reporting, feedback, billing, guidelines, conflicts, and operational collaboration.
• Develop matter plans with timelines, milestones, budgets, and resource requirements.
• Track budgets, deliverables, assumptions, reports, scope changes, and status escalations.

Skills

Client Relationship Management

Budget Coordination

Project Management Methodology

Data Analysis

Excellent Writing and Presentation

Relationship Building

Cross-functional Collaboration

Education

Bachelor’s degree or equivalent in marketing/account management or related field

Tools

PowerBI

HighQ Collaborate

Smartsheet

Planner

Advanced Excel

Excel

Job description

• Manage the firm’s relationship with a major financial services client
• Develop, maintain, and execute strategic client plans
• Identify opportunities to deepen client relationships and expand engagements
• Coordinate client team communications, meetings, agendas, notes, and action items
• Plan and execute client meetings, events, CLE programs, sponsorships, and relationship-building initiatives
• Support panel management and pitch opportunities, including pitch presentations and documents
• Support client service excellence through reporting, feedback, billing, guidelines, conflicts, and operational collaboration
• Develop matter plans with timelines, milestones, budgets, and resource requirements
• Track budgets, deliverables, assumptions, reports, scope changes, and status escalations
• Monitor billing-guideline compliance, invoices, time entries, and new matter openings
• Coordinate with the client’s Billing department to ensure transparency and predictability
• Oversee the firm’s AI engagement with the client, including tool approvals, billing, notifications, time entry, and licensing
• Train internal teams on applicable AI tools and track AI commitments, issues, resolutions, and process improvements
• Coordinate and monitor fee arrangements, supplemental bills, credits, and fee tracking across client projects
• Engage with an internal working group on pricing negotiation
• Participate in the global Responsible Business program

Requirements

• Strategically and commercially minded; able to translate emerging business issues into client-growth opportunities
• Experience coordinating budgets for a multi-matter portfolio and partnering with Finance
• Deep knowledge of law firm management metrics and legal-practice operations
• Familiarity with outside counsel guidelines and timekeeping standards
• Ability to troubleshoot and analyze data
• Pragmatic, diplomatic, and resourceful; able to adapt quickly
• Ability to build strong relationships with lawyers and client contacts at all levels
• Strong organizational and prioritization skills; able to complete simultaneous projects with minimal supervision
• Experience working independently and in cross-functional teams
• Proactive and persistent stakeholder engagement with strong follow-throughExcellent writing and presentation skills with exacting attention to detail
• Advanced Excel skills
• PowerBI or comparable data-analysis tool experience highly desirable
• HighQ Collaborate and Smartsheet or Planner experience highly desirable
• Seven (7)+ years of relevant experience required
• Law firm or similar professional-services experience preferred
• Account management or PMO experience
• Advanced knowledge of project management methodology
• Client-facing project management experience
• Experience with scoping, budgeting, project planning, workflow management, and post-matter reviews
• Bachelor’s degree or equivalent experience in marketing, account management, or a related field preferred
• Project management qualification desirable
• Availability for core hours Monday through Friday, 9:00 a.m. to 6:00 p.m., with flexibility for additional hours based on business requirements

Core Competencies

Demonstrates expertise in client relationship management, strategic planning, and project management within a legal or professional services context. Proficient in budget coordination, data analysis, and compliance with billing guidelines to ensure client service excellence.

Highest-signal resume keywords

• Client Relationship Management
• Budget Coordination
• Project Management Methodology
• Data Analysis
• Excellent Writing and Presentation Skills

ATS Optimization Keywords

Hard Skills

• Budgeting
• Project Planning
• Workflow Management
• Data Analysis
• Client-Facing Project Management
• Scoping
• Post-Matter Reviews
• Law Firm Management Metrics
• Timekeeping Standards
• AI Tool Engagement

Soft Skills

• Strong Organizational Skills
• Relationship Building
• Proactive Stakeholder Engagement
• Adaptability
• Attention to Detail

Certifications & Qualifications

• Project Management Qualification

Industry Keywords

• Legal Practice Operations
• Professional Services
• Account Management
• CLE Programs
• Billing Guidelines

Tools & Technologies

• Advanced Excel
• PowerBI
• HighQ Collaborate
• Smartsheet
• Planner