Lead FP&A and corporate development analysis: build long-term financial models, support forecasting, M&A due diligence and acquisition/integration modeling, partner with business leaders on operational drivers, improve FP&A processes and reporting, and collaborate with Accounting to align actuals, forecasts, and plans.

Review, process, scan, and upload legal documents; perform data entry and maintain case records; communicate with law firms, customers, and process servers; handle collection calls and general administrative duties to support daily office operations.

The Client Success Manager will support law firm clients by analyzing needs, providing tailored solutions, and ensuring successful implementation and ongoing engagement, while maintaining strong client relationships and driving revenue growth.