Job Description
Client Relationship Manager
The Law Practice Exchange, a small and growing business brokerage and consulting company is seeking a motivated
individual to work with our growing team in a client management, relationship accountability manager and operations
support role. This role’s primary function will be to work with new prospective clients on intake and once onboarded
to be their go-to relationship for initial discovery, check points in the service deliverables and ensuring accountability
for the client and the LPE team deliverables throughout the relationship. This role will also support our operations,
marketing, and administrative functions within LPE.
Both part-time and full-time candidates considered. The individual will work fully remote and have the ability to block
time for flexibility in daily balance of time commitments, but individual hustle and personal accountability for meeting
deadlines will be key. This will be the right opportunity for someone with a strong professional manner, who has a
commitment to individual accountability as part of a small team and who is looking for a fun, flexible and growing
business team.
Must be self-motivated, deadline oriented, able to multi-task and have tremendous client service skills. Duties will
include:
• Client Relationship Management – From intake on the role would require management of clients, the LPE
services team and coordination of check ins by key operations or knowledge providers on the LPE team
with client as/when needed through the service timeline.
• Team & Task Management – Ongoing task and operations status check ins and management of deadlines
along with providing communications to clients on a weekly basis.
• Workflow Management – Assisting in building and managing customer process and workflows to improve
overall customer journey and helping operational efficiency.
• Administrative – Support with general administrative, team and company need such as client deliverables,
process items and ongoing daily/weekly needs to support operations.
• Intake & Client Support – Support prospect, intake and client communications in call answering, scheduling
telephone calls and managing contact database for sales team.
• Database Support – Contact database management and build out of sales and operational criteria processes
needed.
• Project Implementation – Assisting in specific process management projects to include marketing, client
communications and team standard operating procedures.
Prior experience in legal, administrative, intake or customer management is a plus, but not required. Applicants should
be proficient in typical Office software packages. Hubspot software platform or additional technology skills and/or
willingness to learn are a plus.
Right individual will be a responsible self-starter and energetic team player.