We’re searching for an enthusiastic Client Success Manager to join our team and support business growth. You’ll need strong persuasion skills to turn customer prospects into qualified leads. Our ideal candidate is an excellent deal-maker who loves talking to people. If you’re looking to jump-start your career in sales, please apply today! Responsibilities: • Assess and send qualified leads to inbound sales representatives so they can convert clients and provide quick turnaround • Maintain the client database to make sure the sales team can access current information on all leads • Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads • Work within your specific geography to find new business opportunities • Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved In accordance with the ethical rules governing lawyers, the Client Success Manager will not: • Provide legal advice • Quote a fee (however, the Client Success Manager may share a fee that has been determined by the Owner), or enter into an engagement with a PNC "Potential New Client" The Client Success Manager will: • Prepare prospective clients for entering into an engagement with the Owner or other designated attorney by obtaining the client’s signature and then receiving the attorney’s approval The Client Success Manager will conduct in-depth meetings with Prospective New Clients for the purpose of selling legal services. During these meetings, the Client Success Manager will: • Follow policies and procedures to communicate with PNCs effectively • Collect information about PNCs for which they are seeking the Firm’s help • Assure the PNCs that the Firm’s attorneys and staff will be able to help them • Show compassion for PNC's troubles • Provide a general description of the Firm’s services in the area where the PNC needs help The Client Success Manager will oversee the client onboarding process: • Create the Engagement Agreement and accept payment with attorney approval • Send emails to the appropriate parties within the firm to start a new case • Follow up with clients 5 days after being hired and verify that onboarding was completed • Follow up with clients 15 days after being hired to ensure they are receiving great client support and answer any of their current concerns The Client Success Manager will: • Stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready • Keep detailed records about the number of PNCs that contact the firm, the number that are scheduled for an initial consultation, come in for initial consultations, the number that engage the firm, and other associated metrics (referral source, average case value, etc. • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on the “front lines” experience Qualifications: • Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills • Proven track record of at least 2 years of experience in a sales position or related field • Working knowledge of the sales process and CRM software • Possess a valid U.S. driver’s license and be able to travel by car • High school diploma or equivalent required, college degree preferred • 2 years of experience in the sales of products or services in a law firm setting. A proven track record using a consultative sales approach is required • A strong interest in consultative solutions and selling • Experience with CRM, particularly reporting, is required • Knowledge of the legal industry is an asset • Real-life experience & a few “battle scars” give you empathy and understanding is an asset • Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus Compensation: $70,000 - $84,000 at plan yearly

• In accordance with the ethical rules governing lawyers, the Client Success Manager will not: • Provide legal advice • Quote a fee (however, the Client Success Manager may share a fee that has been determined by the Owner), or enter into an engagement with a PNC "Potential New Client"The Client Success Manager will: • Prepare prospective clients for entering into an engagement with the Owner or other designated attorney by obtaining the client’s signature and then receiving the attorney’s approvalThe Client Success Manager will conduct in-depth meetings with Prospective New Clients for the purpose of selling legal services. During these meetings, the Client Success Manager will: • Follow policies and procedures to communicate with PNCs effectively • Collect information about PNCs for which they are seeking the Firm’s help • Assure the PNCs that the Firm’s attorneys and staff will be able to help them • Show compassion for PNC's troubles • Provide a general description of the Firm’s services in the area where the PNC needs helpThe Client Success Manager will oversee the client onboarding process: • Create the Engagement Agreement and accept payment with attorney approval • Send emails to the appropriate parties within the firm to start a new case • Follow up with clients 5 days after being hired and verify that onboarding was completed • Follow up with clients 15 days after being hired to ensure they are receiving great client support and answer any of their current concernsThe Client Success Manager will: • Stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready • Keep detailed records about the number of PNCs that contact the firm, the number that are scheduled for an initial consultation, come in for initial consultations, the number that engage the firm, and other associated metrics (referral source, average case value, etc. • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on the “front lines” experience