Client Account Manager

Treaty Oak Employers Law Group•Laramie, WY

1d•Remote

About The Position

Treaty Oak Employers’ Law Group is seeking a motivated, entrepreneurial, client-focused Client Account Manager to support firm growth and provide an exceptional experience to prospective and existing clients. The role is sales-oriented and client-facing, serving as an early point of contact for individuals seeking help with workplace issues. It involves building trust, communicating the firm’s services and approach, and guiding prospective clients toward becoming retained clients. The Client Account Manager oversees the intake and retention pipeline, including agreement follow-up, coordination with attorneys and team members, client onboarding materials, CRM recordkeeping, and post-service outreach. The role also includes maintaining relationships with former clients to identify opportunities for renewed engagement, meeting agreed-upon performance goals, and taking on reasonable additional responsibilities in a growing small business. The position is remote, offers flexible work hours, and is 20–30 hours per week.

Requirements

Experience in sales, client intake, customer success, client relations, business development, or a similar client-facing role.
Excellent verbal and written communication skills.
Strong listening skills and the ability to ask thoughtful, relevant questions.
Confidence communicating with prospective clients, conducting follow-up calls, and asking for a commitment.
Exceptional attention to detail and organizational skills.
Demonstrated ability to manage multiple prospects, tasks, deadlines, and follow-ups simultaneously.
Experience using a CRM system, preferably HubSpot, and willingness to maintain detailed, accurate records.
Strong personal accountability and a track record of following through on commitments.
Ability to work independently, prioritize responsibilities, and manage time effectively without constant supervision.
A collaborative mindset and willingness to adapt in a small, growing organization.
Professionalism and discretion when handling confidential and sensitive information.
Working knowledge of business systems and entrepreneurial thinking.

Nice To Haves

Experience in a law firm, legal intake, employment law, or another professional services environment.
Experience with consultative sales, lead qualification, and client conversion.
Experience managing a sales pipeline and working toward measurable performance targets.

Responsibilities

Manage prospective clients through the intake and retention pipeline, from initial contact to execution of the representation agreement.
Discuss the firm’s services, approach, and representation process while building rapport and trust with prospective clients.
Manage the agreement process with new clients, including following up with prospects who have not signed or returned their agreements.
Maintain consistent follow-up communications to improve conversion rates and reduce lost opportunities.
Coordinate with attorneys and other team members to facilitate a smooth transition from intake and onboarding to the legal team.
Request, collect, and organize employment-related documents and other materials from clients after engagement, ensuring files are complete, organized, and properly documented.
Maintain accurate, detailed, and up-to-date records in HubSpot, the firm’s CRM system.
Conduct post-engagement or post-service follow-ups when the firm’s work is completed.
Meet established performance goals related to responsiveness, client conversion, follow-up, and other agreed-upon sales metrics.
Build and maintain relationships with former clients through active outreach and follow-up campaigns to identify opportunities for renewed engagement.
Take on reasonable additional responsibilities as needed in a growing small business.