Client Success Specialist

Jobtailor; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Client Success/Account Management professional to own and nurture a portfolio of client relationships in Jacksonville, FL. You will maintain up-to-date records, run a steady cadence of touchpoints, and collaborate with Sales, Marketing, and attorneys to maximize value and outcomes.

You will qualify opportunities, coordinate with cross-functional teams, and ensure formal handoffs with context for ongoing account growth.

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
• Comfortable and professional building and maintaining client relationships over time

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
• Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances
• Partner with Sales and business development to move qualified opportunities forward
• Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed
• Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context
• Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing
• Manage client relationships for a legal services firm protecting clients' rights, businesses, properties, investments, and finances

Skills

Client Relationship Management

Written & Verbal Communication

Self-Management

Organizational Skills

Judgment

Professionalism

Education

Bachelor's degree preferred

Tools

Salesforce

Campaign Tools

Job description

• 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


• Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances


• Partner with Sales and business development to move qualified opportunities forward


• Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed


• Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context


• Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing


• Manage client relationships for a legal services firm protecting clients' rights, businesses, properties, investments, and finances

Requirements

• 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


• Comfortable and professional building and maintaining client relationships over time


• Able to read a client's history and situation and form a current, forward-looking view of how to serve them


• Organized and fluent with CRM and campaign tools, with strong self-management


• Clear on your role; you build relationships and qualify opportunities, then hand them off to the team that carries them forward


• Self-directed and consistent, comfortable running your own cadence without daily oversight

Core Competencies

Demonstrates expertise in client relationship management and engagement strategies, with a strong focus on communication and organization. Proficient in utilizing CRM tools to track client interactions and identify opportunities for growth.

Highest-signal resume keywords

• Client Relationship Management


• CRM Tools Proficiency


• Strong Written And Verbal Communication


• Opportunity Qualification


• Account Management Experience

Soft Skills

• Professionalism


• Self-Management


• Organizational Skills


• Judgment

Industry Keywords

• Client Success


• Account Management


• Retention


• Relationship-Focused Marketing


• B2B


• Professional Services

Tools & Technologies

• Salesforce


• Campaign Tools