Client Success Specialist

Jimerson Birr, P.A.•Jacksonville, FL

12d•Onsite

About The Position

The Client Success Specialist owns the client experience across our book of business, making sure every client feels the value of the relationship, spotting where the firm can do more for them, and turning that insight into growth. You'll manage a portfolio of client relationships, understand where each one stands today, and act on what you see — proactive outreach, timely check-ins, and clear communication about how the firm can help. Working closely with Marketing and Sales, you'll surface opportunities inside your portfolio and hand them off cleanly to the right team, with the context they need to move forward. If you're energized by building genuine client relationships, sharp at reading what a client actually needs, and disciplined about managing your own book without daily oversight, this role was built for you.

Requirements

2+ years of experience in client success, account management, retention, or relationship-focused marketing or sales, ideally in professional services or B2B.
Comfortable with CRM and campaign/pipeline tools (Salesforce, or comparable platforms preferred).
Strong written and verbal communication skills, with the professionalism to represent the firm to established clients.
Sound judgment for identifying and qualifying genuine opportunities.

Nice To Haves

Bachelor's degree preferred, but not required with equivalent experience.

Responsibilities

Own and prioritize a portfolio of client relationships, keeping records current, organized, and reflective of where each relationship stands.
Run a consistent, planned cadence of client touchpoints that reinforces the value of the relationship and keeps the firm top of mind.
Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed.
Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances.
Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context.
Partner with Sales and business development to move qualified opportunities forward.
Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing.