Client Success Manager
NetLaw
full-time
Posted on:
Location Type: Remote
Location: Remote • Kentucky • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Own the client experience during estate plan delivery
- Serve as primary point of contact for clients throughout the estate planning process
- Coordinate scheduling between clients and attorneys
- Triage questions and route to appropriate teams promptly
- Proactively communicate status updates and next steps
- Identify and resolve friction points before they become complaints
- Support onboarding of new users within partner firms
Requirements
- 3+ years in client success, customer support, or client-facing operations
- Exceptional attention to detail—nothing slips through the cracks
- Strong written and verbal communication skills
- Comfortable managing multiple clients and priorities simultaneously
- Must be tech savvy and have the ability to collaborate with a highly skilled technical team
- Proficient with CRM systems and scheduling tools
Benefits
- Health
- Dental
- Vision
- 401(k)
- Flexible PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client experience managementattention to detailwritten communicationverbal communicationmultitaskingproblem-solvingproactive communication