Client Account Manager

Treaty Oak Employers Law Group•Austin, TX

8d•Hybrid

About The Position

Treaty Oak Employers’ Law Group is seeking a motivated, entrepreneurial, and client-focused Client Account Manager to support firm growth while providing an exceptional experience to prospective and existing clients. The role is sales-oriented and client-facing, serving as an early point of contact for people seeking help with workplace issues. Success requires strong communication, business judgment, empathy, professionalism, and the ability to build trust quickly. The Client Account Manager manages prospective clients from initial contact through intake and retention, supports new-client onboarding and document collection, and maintains accurate records in the firm’s HubSpot CRM. The role also includes follow-up with former clients to identify renewed engagement opportunities, meeting agreed-upon sales and service metrics, and taking on reasonable additional responsibilities in a growing small business. The position has a hybrid work environment, initially requiring 2–3 days in the office at 4408 Spicewood Springs Rd, Ste 412, Austin, TX 78759. The role is 20–30 hours per week, with flexible work hours.

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 prospective clients who have not signed or returned agreements.
Maintain consistent follow-up communications to improve conversion rates and reduce lost opportunities.
Coordinate with attorneys and other team members to facilitate the transition from intake and onboarding to the legal team.
Request, collect, and organize employment-related documents and other materials after engagement, ensuring client 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.