Our mission is to resolve cash flow stress for law firms around the world. Our vision is to provide a comprehensive range of payment and finance products that help law firms:
- Offer clients better payment and financing options
- Increase billing
- Get paid faster
- Reduce investment in work in progress and receivables
- Access funding for growth
We are a diverse team with a strong culture built around our values: Happy Clients, A Shared Vision, Pride in Quality, People First, and Determined to Succeed.
The Opportunity
We are looking for an experienced Client Services Coordinator to join our operations team. In this role, you will support our clients by responding to enquiries, managing cases, and assisting with administrative tasks across the client lifecycle.
This is a full-time role for candidates based in EST only Monday to Friday, 7:00 am to 3:30 pm Eastern Time.
Key Responsibilities
- Act as the first point of contact for clients who need assistance with our products and services.
- Answer inbound calls in a timely and professional manner.
- Return client voicemail messages and callback requests.
- Respond to assigned HubSpot cases within required timeframes.
- Follow up on outstanding cases to support timely resolution.
- Work closely with the Operations Manager to support business needs, goals, and objectives.
- Use multiple platforms to investigate and resolve client issues.
- Assist with administrative tasks, including onboarding, account maintenance, monthly billing, sundries, refunds, cancellations, and chargebacks.
- Keep client records accurate and up to date.
- Identify opportunities to improve resources, systems, and processes.
About You
You are a high-performing client services professional with 3 to 5 years of experience in a client support, customer service, or operations environment. You communicate clearly, take ownership of your work, and enjoy helping clients resolve issues.
You are organised, adaptable, and able to manage competing priorities across phone calls, HubSpot cases, and administrative tasks. You are open to feedback, eager to learn, and committed to delivering excellent client experience.
You will be a strong fit for this role if you have:
- Well-developed interpersonal and communication skills
- A strong passion for delivering outstanding client experience
- The ability to follow existing processes and suggest improvements where appropriate
- Strong organisational skills and the ability to prioritise tasks
- Proficiency with Microsoft Office, including Excel
- The ability to learn new systems quickly
Experience in the legal or financial services industry is an advantage. Experience with LEAP, practice management software, HubSpot, Stripe, or ClickUp is also beneficial.
Pay: $45,000.00 - $55,000.00 per year
Requirements
You will be a strong fit for this role if you have:
- Well-developed interpersonal and communication skills
- A strong passion for delivering outstanding client experience
- The ability to follow existing processes and suggest improvements where appropriate
- Strong organisational skills and the ability to prioritise tasks
- Proficiency with Microsoft Office, including Excel
- The ability to learn new systems quickly
Experience in the legal or financial services industry is an advantage. Experience with LEAP, practice management software, HubSpot, Stripe, or ClickUp is also beneficial.
Pay: $45,000.00 - $55,000.00 per year
Benefits
- Medical, Dental and Vision Plans Available
- 401k with Company Matching Program
- Access to Wellhub
- Employee Assistance Plans
- Flexible PTO
Skills Required
- 3 to 5 years experience in client support, customer service, or operations
- Well-developed interpersonal and communication skills
- Passion for delivering outstanding client experience
- Ability to follow existing processes and suggest improvements
- Strong organizational skills and ability to prioritize tasks
- Proficiency with Microsoft Office including Excel
- Ability to learn new systems quickly
- Experience in the legal or financial services industry
- Experience with HubSpot
- Experience with Stripe
- Experience with ClickUp
- Experience with LEAP
- Experience with practice management software
What We Do
LEAP practice management software has grown from the belief that it should be fast and easy for legal practitioners to manage matter documents, accounting and billing, so they can focus on practicing law. Today, LEAP is the world’s largest provider of legal practice management software for small firms; with clients across the United States, United Kingdom and Australia. Firms have relied on LEAP since 1992 for innovative and powerful software to simplify their workflow. We take this responsibility seriously and dedicate millions of dollars each year to product development. It’s resulted in benefits such as a cloud-based and mobile interface. This allows teams to access their LEAP data anywhere, anytime. In addition, over 13,000 automated forms and templates are regularly updated for all areas of law, and purpose-built for the United States’ federal and state jurisdictions. We’re obsessive about evolving LEAP with feedback from clients, so the software is easy to use and allows small firms to get more work done. Our goal is to empower small firms to make more money. After all, everything LEAP does is geared toward helping the attorneys who help people. Let the LEAP team become an extension of your practice, so you can focus on what you do best. Spend more time advising on the law!
