Remote Client Success Lead — Legal Intake & Growth

Legal Intake Pros LLC; Northern (KY); Hybrid; USD 65,000 - 72,000; Full time

Benefits offered by this job

Remote-first

Unlimited PTO

Paid holidays

Paid sick time

Medical, dental, vision

Job summary

Legal Intake Pros LLC is seeking a Client Success Associate to manage a portfolio of law firm clients, delivering end-to-end reporting, training, and process improvements. You will own the day-to-day operational relationship, prepare materials for meetings, and ensure cross-team commitments are tracked and met.

You’ll work with CRM tools like HubSpot and ClickUp, read performance data, and communicate insights to firm leadership.

Qualifications

• 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; working experience with a project management tool, as well as experience with 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, with a strong understanding of law firm intake operations and client service workflows.
• Familiarity with Filevine or other case management systems is a plus.
• Bachelor's degree or equivalent experience
• Experience presenting performance data and recommendations to law firm leadership

Responsibilities

• 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

Skills

Client success

Account management

Sales enablement

Revenue operations

Legal operations

Intake operations

Education

Bachelor's degree

Tools

HubSpot

ClickUp

CRM systems

Google Workspace

Job description

Legal Intake Pros LLC is seeking a Client Success Associate to manage a portfolio of law firm clients, delivering end-to-end reporting, training, and process improvements. You will own the day-to-day operational relationship, prepare materials for meetings, and ensure cross-team commitments are tracked and met.

You’ll work with CRM tools like HubSpot and ClickUp, read performance data, and communicate insights to firm leadership.