Client Relationships Lead—Community & COI Network

atCAUSE Law Office; Clearwater (FL); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Unlimited PTO after one year

In-house training programs

Semi-Weekly paid meals for the office

Free snacks and drinks for the office

Job summary

atCAUSE Law Office is seeking an experienced Client Liaison in Florida to deepen client relationships and generate high-quality opportunities for the firm. The role focuses on cultivating advocacy from current and former clients and developing professional relationships with COIs such as financial advisors, CPAs, elder care professionals, and related service providers.

You will own the systems, cadence, and relationship development that turn trust into consistent, high-conversion opportunities

Qualifications

• 3+ years in relationship development or client advocacy.
• Demonstrated ability to build and maintain long-term professional relationships.
• Strong organizational skills and CRM discipline.

Responsibilities

• Conduct systematic outreach to current and closed clients through annual check-ins, life-event triggers, and thoughtful touchpoints.
• Request reviews, testimonials, and introductions at appropriate high-trust moments.
• Support the development of a light former-client community with updates and event invitations.
• Send packages and birthday cards to clients to keep connections alive.
• Identify, approach, and build long-term relationships with financial advisors, real estate groups, CPAs, elder law attorneys, hospice organizations, senior living communities, and related professionals.
• Host and attend lunch-and-learns, educational events, and local networking activities.
• Serve as the primary relationship owner for these external partners.
• Collaborate with Sales Consultants and Intake to support the highest-converting moments.
• Provide regular pipeline and activity reporting to the Director of Business Development and leadership.
• Ensure all activity remains fully compliant with Florida Bar rules (no fee-splitting, no paid referrals, no unauthorized practice of law).
• Spend 10-20% of time in the field building and maintaining relationships.
• Uphold the highest standards of confidentiality, ethics, and professionalism in all interactions.

Skills

Relationship building

CRM discipline

Networking

Independent work

Tools

CRM software

Job description

atCAUSE Law Office is seeking an experienced Client Liaison in Florida to deepen client relationships and generate high-quality opportunities for the firm. The role focuses on cultivating advocacy from current and former clients and developing professional relationships with COIs such as financial advisors, CPAs, elder care professionals, and related service providers.

You will own the systems, cadence, and relationship development that turn trust into consistent, high-conversion opportunities