Client Success Specialist (Client Liaison)

Legal Intake Pros LLC; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote-first

PTO and holidays

Health benefits (medical, dental, VIS)

Job summary

Legal Intake Pros LLC is seeking a Client Success Associate to manage a portfolio of law-firm accounts remotely. You will own the day-to-day operations, prepare materials for meetings, and drive accountability across teams.

The role emphasizes data-driven reporting and proactive risk management. You will train clients on reporting and processes, build comprehensive account plans, and maintain CRM and project-management dashboards.

Qualifications

• 3+ years in client success, account management, or intake operations.
• Bachelor’s degree or equivalent experience required.
• Experience with CRM and project-management tools such as HubSpot and ClickUp.

Responsibilities

• Own the recurring cycle for accounts: updates, task management, internal debriefs, and reporting.
• Prepare agendas and KPI packets before client meetings and track actions after.
• Own client reporting end to end; present findings to leadership and propose actions.
• Run client training sessions on reporting, systems, and process.
• Build and maintain account plans linking client goals to actions.
• Read intake performance data and explain implications clearly.
• Coordinate internal check-ins and maintain delivery timelines with follow-up.
• Keep ClickUp and HubSpot updated to our standards.
• Surface risk early to avoid surprises for clients.

Skills

Account management

Public speaking

Multitasking

English proficiency

Data interpretation

Education

Bachelor’s degree or equivalent experience

Tools

HubSpot

ClickUp

Lead Docket

CRM systems

Google Workspace

Job description

Legal Intake Pros helps plaintiff law firms turn more leads into signed cases. We are sales enablement for legal intake: coaching, CRM optimization, performance data, and process design, delivered as an ongoing partnership that makes intake performance measurable and repeatable.

The role

The Client Success Associate (CSA) serves as the operational backbone of the Client Success team. You will own the day-to-day operational relationship for a portfolio of law firm clients.

That means you know what is actually happening on each account. You prepare materials before client meetings, turn decisions into tracked work afterward, keep our systems reflecting reality, and chase down the cross-team commitments that make client promises true. When something is drifting, you see it first, and you say so with evidence attached.

Over time, you become the person firm leadership calls when they want a straight read on how intake is performing and what to do about it.

What you will do

• Own the recurring cycle for your accounts: written client updates, task management, internal team debriefs, and standard reporting
• Prepare agendas, KPI packets, and briefing materials before client meetings, and convert what was decided into assigned, dated work afterward
• Own client reporting end to end: build the reports, present them to firm leadership, and walk them through what the numbers show and what to do about it
• Run client training sessions on reporting, systems, and process, both scheduled and on the spot when a question comes up in a meeting
• Build and maintain account plans that connect what the client wants to what we are actually doing about it
• Read intake performance data and explain what it means, not just what it says
• Run internal check-ins with the coach and specialist assigned to your accounts, and hold delivery timelines through documented follow-up
• Keep ClickUp and HubSpot accurate to our standards
• Surface risk before the client has to raise it

How your portfolio grows

You will start with one or two accounts and take on more as you demonstrate you can carry them. Most CSAs settle at 12 to 15 firms. The number depends on the size and complexity of the accounts; a portfolio of smaller firms may run closer to 20, while a portfolio with two or three large multi-office clients will run lower.

• Two or more years in client success, account management, sales enablement, revenue operations, legal operations, or intake operations
• Comfortable explaining something live and unrehearsed in front of business owners
• Proven ability to run multiple accounts or projects at once without letting things slip
• Working experience with a CRM and a project management tool; HubSpot and ClickUp are a plus
• Comfort with performance dashboards and metrics
• Strong written and spoken English; you will be writing to attorneys and firm owners daily
• Experience in a law firm, legal department, or legal services company preferred
• Familiarity with Lead Docket, Filevine, and other case management systems is a plus
• Bachelor’s degree or equivalent experience

Remote Work Requirements:

Must work remotely with a workspace at home, be responsive in Slack, ClickUp, and Email, have a clear camera for virtual meetings, and be punctual and detail-oriented.

Qualifications:

• Education: A bachelor’s degree in information technology, business administration, or a related field, is preferred.
• Certifications: Relevant certifications in document control, data management, or CRM systems are a plus.
• Experience: Previous experience in a similar role, particularly with document control and technical support.
• Technical Skills: Proficiency in electronic signature software (e.g., DocuSign, Adobe Sign), CRM systems (e.g., HubSpot, Lead Docket), and Google Workspace.

Why Join Legal Intake Pros?

LIP is a growing, fast-moving team doing meaningful work in a category we helped create. We help personal injury law firms sign more cases by transforming how they handle intake, and every person on our team feels the impact of that mission directly. This is not a role where you blend into a department. You will work closely with the founder, see the full picture of the business, and have real ownership over your work from Day 1. We invest in our people, give direct feedback, and create space for growth for those who show up with initiative and care.

Benefits:

• Remote-first
• Unlimited PTO after six months, plus 12 paid holidays. Paid sick time from day one
• Paid medical, dental, vision, and 401K
• Company-sponsored professional development, including courses, certifications, and training
• Virtual team events and workshops