Client Success Manager

Please note: We are managing this search internally and are not accepting unsolicited contact from recruiters or staffing agencies. About Us atCAUSE Law Office started in 2020, at the height of Covid, in our Managing Attorney’s living room. Today we have 24 team members and are on track for $6.5 million in revenue in 2026. We call ourselves the Non-Stuffy Attorneys : we’re warm, professional, and focused on people. We grew because of our relationships with clients and our community, and we believe in sharing our success with the people who help create it. Everything we do supports our mission: “Transforming our clients’ challenges into peace of mind with a warm, professional, and uplifting approach by delivering flawless legal services that inspire confidence.” About the Role Do people trust you quickly? Do you remember birthdays, follow up when you said you would, and naturally introduce people who should know each other? If so, you’ll fit right in. As our Client Success Manager , you’ll turn our clients’ trust into lasting advocacy and build a referral network of professionals who send families our way with confidence. You’ll have two main focuses: staying meaningfully connected with current and former clients, and building real partnerships with Centers of Influence such as financial advisors, CPAs, real estate groups, hospice and senior living teams, and elder care professionals. You’ll own this program, from the systems and cadence to the relationships themselves. This isn’t a cold-calling or high-pressure sales job. It’s relationship building, done patiently and with integrity, and it directly shapes the growth of a fast-growing firm. What You’ll Be Doing Turning clients into lifelong advocates Run thoughtful, systematic outreach to current and past clients, including annual check-ins, life-event touchpoints, and personal notes Ask for reviews, testimonials, and introductions at the right moments, when trust is high Help build a former-client community through updates, event invitations, and ongoing connection Send birthday cards, gifts, and small surprises that remind people we haven’t forgotten them Building our referral partner network Identify, approach, and grow long-term relationships with financial advisors, CPAs, real estate groups, elder law attorneys, hospice organizations, senior living communities, geriatric care managers, and other complementary professionals Serve as the main relationship owner for these partners Host and attend lunch-and-learns, educational events, and local networking activities Spend about 10–20% of your time in the community, face to face Driving results with the team Work with our Sales Consultants and Intake team to support the moments that lead to new clients Report regularly on pipeline and activity to the Director of Business Development and leadership Keep all activity fully compliant with Florida Bar rules (no fee-splitting, no paid referrals, no unauthorized practice of law) Hold yourself to the highest standards of confidentiality, ethics, and professionalism Who You Are Experienced: 4+ years in public relations, relationship development, community outreach, client advocacy, or professional network building A relationship builder: you have a track record of building and keeping long-term professional relationships Trust-first: your style is low-pressure and genuine, and people open up to you Organized: you take CRM discipline seriously, because if it isn’t logged, it didn’t happen Self-directed: you’re comfortable working independently and spending time out in the community Ethical: you have high integrity and are comfortable working within regulatory guidelines Educated: a degree in Communications, Public Relations, or a related field is preferred Bonus points: experience in professional services, healthcare, senior care, or financial services Salary and Benefits: Salary would start between $75,000 and $80,000 per year On Target Bonus of between 15%-20% of salary Relaxed atmosphere and dress code Unlimited PTO after one year In house training programs Semi-Weekly paid meals for the whole office Free snacks and drinks for the office staff Equal Opportunity Statement: atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce, reflective of our communities, is an integral and welcome part of a successful and ethical business.