Client Success Specialist

Planet Depos • Permanent • Washington DC, United States • 14h ago

Description:

The Client Success Specialist is responsible for assisting the Senior Account Executive's clientele, marketing initiatives, and overall workload. They are responsible for assisting the Senior Account Executive with day-to-day activities including administrative activities, creative marketing campaigns, client research, and Salesforce data entry.

CLIENT SUCCESS SPECIALIST ESSENTIAL FUNCTIONS:

SAE Admin & Marketing Support (Remote 95%)

Administrative Tasks

Coordinate calendar appointments, client meetings, and travel arrangements
Process expense reports
Handle logistics such as restaurant reservations, gift packing and shipping
Maintain relationships with vendors for swag and gifting

CRM & Task Management

Assist with day-to-day administrative needs such as contact/job assignment requests and database upkeep
Maintain up-to-date client profiles in Salesforce
Create follow-up tasks, log meeting notes, and track client activity
Generate reports identifying key account trends (e.g., top clients, dormant accounts, decreasing engagement)
Proactively catch unassigned jobs or tasks needing AE attention

Research & Marketing Support

Conduct research on law firms, decision-makers, and industry news using platforms like LinkedIn, Law360, and legal journals
Set up and monitor docket alerts for key accounts
Support outbound marketing campaigns including e-blasts, drip campaigns, and client mailings
Track and assist with lead generation efforts across multiple platforms
Prepare and send gifts, handwritten notes, and swag to clients for specific campaigns (e.g., onboarding, holidays, client check-ins)

In Person Client Interaction (Approx. 5%)

Professionally field occasional client check-ins or quick requests when delegated by AE
Attend sponsorship events, lunch and learns, and other client events
Collaborate with back office on coverage issues, billing inquiries, or troubleshooting
Ensure timely follow-through on client follow-up tasks as directed

CLIENT SUCCESS SPECIALIST LOCATION:

Candidates must reside in the D.C, Maryland, Virginia area. Position is mainly remote with occasional travel in the D.C metro area.

CLIENT SUCCESS SPECIALIST SHIFT:

9:00am - 5:00pm EST

CLIENT SUCCESS SPECIALIST COMPENSATION:

$23.00 - $24.04 per hour

BENEFITS:

Medical stipend
Dental
Vision
Voluntary Term Life Insurance
Voluntary Whole Life Insurance
Voluntary Long Term Disability
PTO
Paid and Floating Holidays
401(k)
Employee Assistance Program (EAP)

Requirements:

Legal field experience preferred. Candidate must have excellent written and verbal communication skills, experience with Microsoft Office products. Experience with Salesforce a plus. Strong attention to detail and excellent customer service skills required. Bachelor's degree preferred.

EOE M/F/D/V

Compensation details: 23-24.04 Hourly Wage

PI86edf526f87a-2281

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