Client Success Lead — Hybrid Growth & Relationships

Tech Sales Jobs; Jacksonville (FL); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Jimerson Birr in Jacksonville, Florida is seeking a Client Success Specialist to own the client experience across our book of business, ensuring clients feel the value of the relationship and identifying opportunities for growth.

You will manage a portfolio, perform proactive outreach, and coordinate with Marketing, Sales, and attorneys to move engagements forward. This role rewards curiosity, self-direction, and a disciplined approach to managing your own book.

Qualifications

• 2+ years of experience in client success, account management, retention, or relationship-focused marketing or sales, ideally in professional services or B2B.
• Comfortable with CRM and campaign/pipeline tools (Salesforce, or comparable platforms preferred).
• Strong written and verbal communication skills, with the professionalism to represent the firm to established clients.
• Sound judgment for identifying and qualifying genuine opportunities.
• Bachelor's degree preferred, but not required with equivalent experience.

Responsibilities

• Own and prioritize a portfolio of client relationships, keeping records current, organized, and reflective of where each relationship stands.
• Run a consistent, planned cadence of client touchpoints that reinforces the value of the relationship and keeps the firm top of mind.
• Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed.
• Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances.
• Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context.
• Partner with Sales and business development to move qualified opportunities forward.
• Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing.

Skills

Written and verbal communication

Organizational skills

Education

Bachelor's degree preferred

Tools

Salesforce

CRM platforms

Job description

Jimerson Birr in Jacksonville, Florida is seeking a Client Success Specialist to own the client experience across our book of business, ensuring clients feel the value of the relationship and identifying opportunities for growth.

You will manage a portfolio, perform proactive outreach, and coordinate with Marketing, Sales, and attorneys to move engagements forward. This role rewards curiosity, self-direction, and a disciplined approach to managing your own book.