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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, engagement initiatives, and collaboration with internal teams to drive growth and enhance client experiences. Proficient in utilizing CRM tools to track client interactions and identify opportunities for business development.
Highest-signal resume keywords
Client Relationship ManagementCRM ProficiencyOpportunity QualificationClient Engagement InitiativesCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
ProfessionalismSound JudgmentOrganizational Skills
Tools & Technologies
SalesforceCRM ToolsCampaign Tools
Industry Keywords
Client SuccessAccount ManagementRetentionB2BProfessional Services
About the role
Key responsibilities & impact- Own and prioritize a portfolio of client relationships
- Keep client records current, organized, and reflective of each relationship's status
- Run a consistent, planned cadence of client touchpoints
- Serve as a trusted, professional point of contact for clients
- Coordinate internally with attorneys and firm staff as needed
- Design and refine client engagement initiatives
- Coordinate with Marketing on content and required clearances
- Identify and qualify genuine opportunities within the client portfolio
- Hand qualified opportunities to the appropriate team with full context
- Partner with Sales and business development to move qualified opportunities forward
- Track engagement activity and outcomes
- Share insights with Service, Sales, and Marketing
- Own the client experience across the firm's book of business and identify ways to create growth
Requirements
What you’ll need- 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
- Professionalism to represent the firm to established clients
- Sound judgment for identifying and qualifying genuine opportunities
- Bachelor's degree preferred, but not required with equivalent experience
Benefits
Comp & perks- Real ownership and meaningful client impact
- Autonomy backed by Sales and Marketing support
- Competitive compensation
- Professional development opportunities
- Supportive, collegial and professional work environment
- Award-winning firm culture
- Opportunities for career growth
- Contributions visible and recognized
- Equal opportunity employment