The Role
Own a portfolio of client relationships, maintain engagement cadences, identify client needs and growth opportunities, and coordinate with Sales, Marketing, attorneys, and firm staff. The role tracks relationship activity, qualifies opportunities, manages CRM records, supports client engagement initiatives, and communicates insights to internal teams. It requires strong relationship management, organization, judgment, communication, and self-directed execution.
Summary Generated by Built In
At Jimerson Birr, our team accepts the lasting responsibility of protecting our clients' rights, businesses, properties, investments, and finances. We partner with established companies, emerging ventures, and individuals to structure deals, solve complex problems, and guide pivotal decisions with measurable outcomes. We pride ourselves on legal excellence, disciplined execution, and a culture built on service, quality, and results.
About the RoleThe Client Success Specialist owns the client experience across our book of business — making sure every client feels the value of the relationship, spotting where the firm can do more for them, and turning that insight into growth.
You'll manage a portfolio of client relationships, understand where each one stands today, and act on what you see — proactive outreach, timely check-ins, and clear communication about how the firm can help. Working closely with Marketing and Sales, you'll surface opportunities inside your portfolio and hand them off cleanly to the right team, with the context they need to move forward.
If you're energized by building genuine client relationships, sharp at reading what a client actually needs, and disciplined about managing your own book without daily oversight, this role was built for you.
What You’ll Do
- Own and prioritize a portfolio of client relationships, keeping records current, organized, and reflective of where each relationship stands.
- Run a consistent, planned cadence of client touchpoints that reinforces the value of the relationship and keeps the firm top of mind.
- Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances.
- Partner with Sales and business development to move qualified opportunities forward.
- Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed.
- Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context.
- Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing.
Who You Are
- Comfortable and professional building and maintaining client relationships over time.
- Able to read a client's history and situation and form a current, forward-looking view of how to serve them.
- Organized and fluent with CRM and campaign tools, with strong self-management.
- Clear on your role; you build relationships and qualify opportunities, then hand them off to the team that carries them forward.
- Self-directed and consistent, comfortable running your own cadence without daily oversight.
What You Bring
- 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, with the 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.
At Jimerson Birr, this is a role with real ownership and real impact. You'll manage meaningful client relationships with autonomy, backed by a Sales and Marketing team built to support you. You'll work in an environment that values ownership, discipline, and results, where your contributions are visible and recognized.
About
Jimerson Birr is a Florida-based law firm that seeks to exceed client expectations through commitment to excellence and by adding value to our clients’ businesses. We are committed to handling each matter with the quality, care, attention to detail and respect as if we were representing ourselves. We are accessible, responsible, prepared, efficient and technologically advanced. Our clients and colleagues value us because they trust our integrity and abilities. Jimerson Birr concentrates its efforts in providing the highest level of legal services throughout the Southeastern U.S. on a wide variety of business, corporate, and commercial litigation issues that can affect businesses in a broad range of circumstances. Our Florida-based law firm has a reputation for being well-prepared counselors, influential negotiators and aggressive litigators. Our firm has significant experience in the areas of construction law (including lien and bond claims, licensure, project and contract administration), business litigation (including breach of contract, misrepresentation, fiduciary breaches, non-compete enforcement and corporate/partnership disputes) and creditors rights and bankruptcy (including collections, foreclosures, replevin, garnishments, and adversarial proceedings).
Skills Required
- 2+ years of experience in client success, account management, retention, or relationship-focused marketing or sales
- Strong written and verbal communication skills
- Professionalism representing the firm to established clients
- Sound judgment identifying and qualifying genuine opportunities
- Ability to use CRM and campaign or pipeline management tools
- Experience in professional services or B2B
- Experience with Salesforce or comparable platforms
- Bachelor's degree
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The Company
What We Do
Jimerson Birr is a Florida-based law firm with global reach, known for being trusted counselors, effective negotiators, and results-driven litigators. They focus on exceeding client expectations through a commitment to excellence and by adding value to clients' businesses.
