Client Success Manager

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

Benefits offered by this job

Relaxed atmosphere

Unlimited PTO after one year

In house training programs

Semi-Weekly paid meals

Free snacks and drinks

Job summary

atCAUSE Law Office in Florida is seeking a Client Success Manager who turns client trust into lasting advocacy and builds a referral network with Centers of Influence such as financial advisors, CPAs, real estate groups, hospice and elder care professionals.

You will own the program end-to-end, stay connected with current and former clients, host events, and grow our fast-growing firm through relationship-building, integrity, and thoughtful community involvement.

Qualifications

• Experience: 4+ years in public relations, relationship development, community outreach, client advocacy, or professional network building
• Proven track record of building and keeping long-term professional relationships
• Trust-first, low-pressure and genuine style
• Organized with CRM discipline and logging of activity
• Self-directed and comfortable working in the community
• Ethical and compliant within regulatory guidelines
• Education in communications or PR preferred
• Bonus: experience in professional services, healthcare, senior care, or financial services

Responsibilities

• Turn clients into lifelong advocates through thoughtful outreach and updates
• Identify, approach, and grow referral partner relationships
• Serve as the main relationship owner for partners and host events
• Spend time in the community and maintain compliant activities
• Collaborate with sales, intake, and leadership to drive growth
• Maintain confidentiality and professional standards

Skills

Relationship development

Public relations

Community outreach

Client advocacy

Professional network building

Education

Degree in Communications/Public Relations or related field

Job description

About Us

atCAUSE Law Office started in 2020, at the height of Covid, in our Managing Attorney’s living room. Today we have 24 team members and are on track for $6.5 million in revenue in 2026. We call ourselves the Non-Stuffy Attorneys: we’re warm, professional, and focused on people. We grew because of our relationships with clients and our community, and we believe in sharing our success with the people who help create it. Everything we do supports our mission: “Transforming our clients’ challenges into peace of mind with a warm, professional, and uplifting approach by delivering flawless legal services that inspire confidence.”

About the Role

Do people trust you quickly? Do you remember birthdays, follow up when you said you would, and naturally introduce people who should know each other? If so, you’ll fit right in.

As our Client Success Manager, you’ll turn our clients’ trust into lasting advocacy and build a referral network of professionals who send families our way with confidence. You’ll have two main focuses: staying meaningfully connected with current and former clients, and building real partnerships with Centers of Influence such as financial advisors, CPAs, real estate groups, hospice and senior living teams, and elder care professionals. You’ll own this program, from the systems and cadence to the relationships themselves. This isn’t a cold-calling or high-pressure sales job. It’s relationship building, done patiently and with integrity, and it directly shapes the growth of a fast-growing firm.

What You’ll Be Doing

Turning clients into lifelong advocates

• Run thoughtful, systematic outreach to current and past clients, including annual check-ins, life-event touchpoints, and personal notes
• Ask for reviews, testimonials, and introductions at the right moments, when trust is high
• Help build a former-client community through updates, event invitations, and ongoing connection
• Send birthday cards, gifts, and small surprises that remind people we haven’t forgotten them

Building our referral partner network

• Identify, approach, and grow long-term relationships with financial advisors, CPAs, real estate groups, elder law attorneys, hospice organizations, senior living communities, geriatric care managers, and other complementary professionals
• Serve as the main relationship owner for these partners
• Host and attend lunch-and-learns, educational events, and local networking activities
• Spend about 10–20% of your time in the community, face to face

Driving results with the team

• Work with our Sales Consultants and Intake team to support the moments that lead to new clients
• Report regularly on pipeline and activity to the Director of Business Development and leadership
• Keep all activity fully compliant with Florida Bar rules (no fee-splitting, no paid referrals, no unauthorized practice of law)
• Hold yourself to the highest standards of confidentiality, ethics, and professionalism

Who You Are

• Experienced: 4+ years in public relations, relationship development, community outreach, client advocacy, or professional network building
• A relationship builder: you have a track record of building and keeping long-term professional relationships
• Trust-first: your style is low-pressure and genuine, and people open up to you
• Organized: you take CRM discipline seriously, because if it isn’t logged, it didn’t happen
• Self-directed: you’re comfortable working independently and spending time out in the community
• Ethical: you have high integrity and are comfortable working within regulatory guidelines
• Educated: a degree in Communications, Public Relations, or a related field is preferred
• Bonus points: experience in professional services, healthcare, senior care, or financial services

Salary and Benefits:

• Salary would start between $75,000 and $80,000 per year
• On Target Bonus of between 15%-20% of salary
• Relaxed atmosphere and dress code
• Unlimited PTO after one year
• In house training programs
• Semi-Weekly paid meals for the whole office
• Free snacks and drinks for the office staff

Equal Opportunity Statement

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce, reflective of our communities, is an integral and welcome part of a successful and ethical business.