Client Success Specialist

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

Client Success Specialist

Department: Sales and Marketing

Employment Type: Full Time

Location: Jacksonville, Florida, Jacksonville, Florida, Hybrid

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.

About the Role

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.

You’ll manage a portfolio of client relationships, understand where each one stands today, and act on what you see — proactive outreach, timely check-ins, and clear communication about how the firm can help. Working closely with Marketing and Sales, you’ll surface opportunities inside your portfolio and hand them off cleanly to the right team, with the context they need to move forward.

If you're energized by building genuine client relationships, sharp at reading what a client actually needs, and disciplined about managing your own book without daily oversight, this role was built for you.

This is your seat if:

• You build genuine client relationships over time, not just check-ins on a schedule.
• You can read a client’s history and situation and form a current, forward-looking view of how to serve them.
• You’re organized enough to run your own book without someone checking in on you.
• You know exactly where your job ends — you build the relationship and qualify the opportunity, then hand it off to the team that carries it forward.
• You’re self-directed and consistent, comfortable running your own cadence without daily oversight.

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.