Client Happiness Coordinator, Client Success Specialist

Job Duck

. Conduct routine check in calls with current clients .

Posted 9/29/2026full-timeRemote • California • United States, Honduras, El Salvador, Colombia, Chile, Argentina, Peru, MexicoMid-LevelSenior💰 $1,060 - $1,150 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and customer service skills, with a focus on proactive communication and effective scheduling. Proficient in CRM and Case Management systems, capable of handling high call volumes while maintaining professionalism and attention to detail.

Highest-signal resume keywords

Client Relationship ManagementCRM and Case Management SystemsHigh Volume Call HandlingStrong Verbal and Written CommunicationCustomer Service Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CRM SystemsCase Management SystemsClient Appointment SchedulingCall Tracking and ReportingDocumenting Client Interactions

Soft Skills

EmpathyActive ListeningProblem SolvingAttention to DetailInterpersonal Skills

Industry Keywords

Client RetentionLegal Industry ExperienceSales BackgroundProactive Follow UpReferral Generation

About the role

Key responsibilities & impact

Conduct routine check in calls with current clients
Help manage and gatekeep attorney calendars by appropriately scheduling client appointments
Return voicemail calls from current clients
Identify recurring client needs, concerns, or patterns and communicate relevant trends to leadership
Identify opportunities to reengage lapsed leads and help move them closer to resolution
Ask thoughtful questions, actively listen to client concerns, and respond with empathy, professionalism, and a solutions oriented mindset
Develop and maintain strong relationships with current and former clients
Handle inbound calls from current clients and reroute calls belonging to other departments
Support client retention and growth objectives through proactive communication
Cultivate client relationships that can lead to referrals, repeat business, and positive word of mouth
Perform general administrative duties, including handling phone calls, maintaining client calendars, sending mailings, and managing general communication
Track and report weekly call volume, lapsed lead conversion, and meaningful client touchpoints
Maintain accurate records in CRM and Case Management systems
Contact clients who send messages to determine whether they would like to schedule an appointment
Contact law enforcement agencies regarding requested reports
Make outbound calls to former clients, current clients, unretained leads, and referral sources
Provide proactive updates following court appearances or scheduling changes
Encourage online reviews, referrals, and newsletter opt ins
Identify opportunities for additional services and referrals
Provide appropriate referrals through the firm’s curated Team 100 list
Follow up with District Attorney offices regarding discovery
Contact District Attorney offices on Mondays regarding charges for current clients with precharging matters
Schedule trial preparation calls
Schedule strategy sessions

Requirements

What you’ll need

Location: California
Time Zone: PST
Office Hours: 9:00 AM to 6:00 PM, Monday through Friday
Expected call volume: approximately 75 to 100 calls per day
Frequent inbound and outbound client communication, proactive follow up, scheduling, and coordination with internal teams
Comfort working with CRM and Case Management systems
Experience in customer service or client relations is required
Previous experience working in a law firm is preferred
Background in sales or client success is preferred
Strong written and verbal English communication skills
Comfortable handling a high volume of calls while maintaining a warm, professional, and personalized approach
Ability to manage sensitive client information professionally and maintain accurate records
Strong customer service and client relationship management skills
Excellent verbal and written communication skills
High level of organization and attention to detail
Strong interpersonal skills and ability to build rapport quickly
Empathetic and attentive approach
Confident and assertive communication style while maintaining professionalism and kindness
Ability to ask thoughtful and appropriate questions to identify client needs
Proactive and self motivated approach
Strong follow through and accountability
Ability to manage a high volume of calls and client interactions efficiently
Comfortable working with CRM and Case Management systems
Ability to accurately document conversations, outcomes, referrals, client information, and follow up actions
Ability to identify patterns, recurring client needs, and opportunities and communicate relevant observations to leadership
Ability to receive feedback and implement changes quickly
Strong problem solving and solutions oriented mindset
Ability to maintain professionalism when handling sensitive or emotionally charged client interactions
Ability to prioritize tasks and manage multiple responsibilities in a fast paced environment
Genuine interest in helping people and creating positive client experiences
English and Spanish languages

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification
Recruiter guidance through the application process