Client Success Manager
Yeo & Yeo HR Advisory Solutions•Irvine, CA
•Onsite
About The Position
At PD&A, the Client Success Manager/Case Manager will help coordinate expert engagements from initial intake through retention. You will work directly with PD&A experts and leading law firms to ensure cases progress efficiently and client needs are met. The role offers exposure to sophisticated legal work, nationally recognized experts, and meaningful opportunities for growth. This is a full-time position based in Orange County, CA.
Requirements
- Strong attention to detail
- Project management skills
- Incredible communication skills
- Problem solver
Responsibilities
- Serve as primary point of contact for clients, managing matter intake & ongoing communication
- Review intakes, complaints, and supporting materials to understand case needs
- Identify and match the most qualified experts for each engagement
- Coordinate expert outreach, availability, and retention process
- Draft and manage engagement letters with clients, including negotiating key terms
- Maintain accurate records and case data within internal systems
- Provide a high-touch client experience through thoughtful, timely, and thorough communication
- Proactively address issues and ensure engagements progress smoothly
- Work closely with Accounting/Finance and leadership to support active matters
- Support additional projects and operational initiatives as the firm grows
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
