Client Success Specialist

Jimerson Birr, P.A.; Jacksonville (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Jimerson Birr, P.A. in Jacksonville, FL is seeking a Client Success Specialist who will 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 relationships, coordinate internally with attorneys and firm staff, design client engagement initiatives with Marketing, and partner with Sales to advance qualified opportunities, all within an ownership-focused, results-driven culture.

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

Client relationship management

CRM systems

Communication skills

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Client Success Specialist

Department: Sales and Marketing

Employment Type: Full Time

Location: Jacksonville, Florida

Description

At Jimerson Birr, our team has accepted the lasting responsibility of protecting our clients’ rights, businesses, properties, investments, and finances.

Our professionals are integral, trusted advisers and advocates in both established and emerging businesses, giving our clients insights into legal and business considerations that guide prudent decision-making. We work with some of the world’s most respected and well-established businesses, as well as start-up visionaries, and individuals looking to overcome challenges.

The Client Success Specialist owns the client experience across our book of business, making sure every client feels the value of the relationship, spotting where the firm can do more for them, and turning that insight into growth.

What You’ll Do

Own the Relationship

• 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.

Drive Engagement

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

Surface and Hand Off Opportunities

• 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.

What You'll Bring

• 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.

Why Jimerson Birr?

This is a role with real ownership and real impact. You’ll manage meaningful client relationships with autonomy, backed by a Sales and Marketing team built to support you — in an environment that values ownership, discipline, and results, where your contributions are visible and recognized.

Join a dynamic team that values professional growth and excellence in legal service. We offer competitive compensation, professional development opportunities, and a supportive work environment dedicated to fostering your success.

We’ve found that the key to doing great work is to love what you do and respect who you do it with. To continue reading about our firm, visit our website Jimerson Birr.

Our atmosphere and award-winning firm culture is collegial and professional, and our shared commitment to professional development is superior to our contemporaries. Learn more about our firm culture here: JB Firm Culture: JB FOR ME.

Our core values are simple: Commitment to service; Commitment to quality; Commitment to results. We live our core values, and we welcome you to live them with us.