Client Account Manager

ZipLiens•Washington, DC

4d•$60,000 - $80,000

About The Position

We are seeking a personable, detail-oriented Client Account Manager to join our growing Client Success team. In this role, you will play a hands-on part in ensuring a positive client experience from onboarding through ongoing engagement. The Client Account Manager serves as a primary point of contact for clients, supporting day-to-day needs, conducting regular check-ins, and ensuring smooth adoption of Zipliens’ services. By fostering strong relationships and collaborating with internal teams, you will help build long-term partnerships that drive both client satisfaction and organizational success.

Requirements

3+ years of experience in client services, client management, or sales, preferably within the legal tech space or personal injury industry.
Bachelor’s Degree required; focus in business, law, or a related field preferred.
Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite; advanced CRM experience or certification highly desirable.
Strong communication and interpersonal skills, with the ability to build relationships quickly.
Excellent organizational skills and attention to detail.
Comfortable working with client data and reports to monitor trends and support follow-up actions.
Ability to conduct effective virtual user training presentations.
Strong problem-solving skills and the ability to adapt in a fast-paced environment.
Self-motivated and goal-oriented; team player with a collaborative mindset.
Ability to travel 10–20%.
Applicants must be authorized to work in the United States without the need for employer-sponsored visa support now or in the future.

Responsibilities

Serve as the day-to-day point of contact for assigned clients, addressing inquiries promptly and escalating issues when necessary.
Schedule and conduct regular client check-ins to monitor account health and strengthen relationships.
Manage CRM workflows and sequences to support ongoing client engagement and account health.
Support client appreciation initiatives, including office visits and client gifting programs, to foster positive and lasting relationships.
Generate reports and track client data for assigned accounts.
Monitor activity and engagement trends, identifying potential risks or opportunities within the account portfolio.
Share observations with supervisors and take follow-up actions to support client outcomes.
Create and maintain accurate client records during onboarding.
Schedule and deliver user training sessions to ensure effective adoption of the Zipliens portal.
Identify client issues and escalate to supervisors or internal teams for resolution.
Partner with Business Development, Lien Resolution, and Tech teams to ensure seamless onboarding, client engagement, and overall client satisfaction.
Attend industry events and webinars as needed to represent the company, engage with current clients, and network with potential clients.
Adapt to evolving client and business needs.
Contribute feedback and recommendations to improve processes and the client experience.