Client Success Manager - Law Firm CRM & Insights
Insight Global
A leading legal services firm in New York is seeking a Client Service Manager to support client service programs and enhance client relationships. This full-time position requires 5+ years of law firm experience, exemplary communication skills, and strong project management capabilities. The role involves data reporting, managing client feedback programs, and collaborating with various internal departments to ensure service excellence. #J-18808-Ljbffr Insight Global
- ...delivering citation-backed insights with unprecedented... ...and leading Am Law 100 firms including Quinn Emanuel... ...ideas. As a Customer Success Manager at Patlytics, you will... ..., ensuring our clients achieve maximum value... ...effectively. Familiarity with CRM tools (HubSpot,...CRM
$130k - $140k
Overview Sr. Client Success Manager - NY/NJ Candidates ONLY - (Salary $130-140k) This range is provided... ...satisfaction through data-driven insights and proactive issue resolution. Build long... ...take corrective actions as needed. Use CRM and data tools to track customer progress...CRMFull time$80k
...improve engagement, retention, and client outcomes. At The Wealthy... ...The Client Experience & Success Manager ensures our clients have a clear... ...potential churn signals Report insights to leadership Help implement... ...consulting industry Familiarity with CRM or client management...CRMFull timeRemote work- ...respected banks, consulting firms and governments have relied... ...we do. The Opportunity As a Client Success Manager at IBISWorld, you will work... ...maintain accurate records in CRM systems. Monitor account health... ...and deliver consultative, insight‑driven guidance that drives...CRMWork at office3 days per week
- The Client Success Manager is a senior leadership position responsible for managing high-value client... ...Product, Operations, and Marketing to turn insights into action, solve complex problems,... ...with tools like Jira, HubSpot CRM, Trello, or similar platforms. Exceptional...CRM
$85k - $105k
...billing expertise. Position Summary The Client Success Manager develops strong, positive business-to-... ...reviews, to communicate performance and insights. Monitor client health, proactively... ...(Word, Excel, PowerPoint). Exposure to CRM databases (Salesforce and CC&B, etc.) is...CRMWork experience placementSummer holidayImmediate startFlexible hours$90k - $125k
...employer and union-sponsored clients. Our comprehensive services include... .... ABOUT THE JOB The Client Success Manager II is responsible for... ...solutions and providing market insights. Details about the CSM II client... ...Office, Tableau and CRM products (Salesforce experience...CRMContract workWork at officeLocal area$93k - $119k
...retailers and brands. Our clients include Nike, Macy’s,... ...the Role As a Client Success Manager (CSM), you will own... ...providing data-driven insights, monthly performance reports... ...working with CRM software (e.g., Gainsight... ...federal, state or local law. This applies to all...CRMLocal area$70k - $90k
Overview Client Success Manager: Turn Financial Wellness Data Into Business Impact My Secure Advantage... ...to new contexts. Strategic use of CRM platforms (HubSpot preferred) to drive... ...function with autonomy. Executive Influence: Insights inform product roadmap, service...CRMContract workRemote work$75k
...vital role in Guidepoint’s success. Guidepoint is seeking... ...coverage of our Insights expert call and transcript... ...Investor and Corporate client base. As the primary liaison... ...your exceptional CRM skills and keen attention... ...under any applicable law. #J-18808-Ljbffr GuidepointCRMWork experience placementSummer workCasual workWork at officeWorldwide$120k - $150k
...automation platform for law firm operations across... ...largest and most successful law firms. Elite... ..., time, and data management into a single... ...unlock firm-wide insights, making financial... ...accomplished Global Client Director to oversee... ...Leverage data and CRM insights (Salesforce...CRMRemote workFlexible hoursShift work$100k - $150k
...transforms how people think about and manage their money. We’re not just... ...is looking for an Enterprise Client Success Manager to nurture and grow... ...the product. Use data and insights to spot trends, identify... ...Partner with product, operations, CRM etc to influence roadmap...CRMRemote workWork from homeFlexible hours- ...Vice President, Client Service Data Insights & Analytics We're seeking a future... ...owner for Wealth's CRM platform, accountable for... ...capabilities that enhance client management, sales enablement, and overall... ...capabilities. To be successful in this role, we're...CRMWork experience placement
$130k
...mission worldwide. In this role you will: Our Client Success team oversees the entire client... ...Provide ongoing support and communication, managing day‑to‑day client responsibilities, including... ...Familiarity with Salesforce (or other CRM), Notion, and Slack The salary for this...CRMWork at officeRemote workWorldwideFlexible hours- ...provide an end-to-end outsourced catering management solution for top law firms, investment banks, professional... ...to supporting our corporate clients, we also power catering operations for... ...post‑college) Proven track record of success—quota achievement, high activity, or...CRMWork at office
$46.7k - $78k
....Client Manager page is loaded## Client Managerlocations: Home based-Ohio... ...platform that ensures law firms, accounting firms, corporations... ...Have a proven track record of successfully managing large key accounts... ...effectively* Be proficient in using CRM software and other relevant...CRMLocal areaImmediate startWork from homeFlexible hours$8,000 per month
...accountable, and celebrates results. Our clients transform their lives — and so do the people... ...sales framework and expected to convert Manage difficult conversations including... ...Slack, Calendly, ActiveCampaign, GSuite, CRM platforms — or able to learn them fast The...CRMRemote jobBase plus commissionFull timeImmediate startMonday to FridayFlexible hours$1,200 - $1,500 per month
...Client Accounts & Experience Manager (Billing & Client Success) Amber Boyd Law | Remote | Full‑Time Compensation: $1,200 – $1,500/month +... ...This position directly impacts firm revenue and cash flow, client... ...services environment Experience with CRM systems and billing software...CRMFull timeRemote work- ...owner of sponsor and biopharma client relationships, you’ll play a... ...role (not business development), success is measured by execution... ...Customer Success and Account Management—where executive presence, fluent... ...). Maintain reliable data in CRM and operational systems, reporting...CRM
$115k - $135k
...Metergy has brought turnkey solutions to clients for over 45 years. Metergy supplies... ...in hand with our Director, Client Success. Note that this is not a people manager position but you will lead other... ...with Salesforce or other CRM platforms, and PowerBI or other BI...CRMSummer holidayWork at officeImmediate startRemote workFlexible hours- A leading global financial services firm is seeking a Client Service Manager - Associate in Securities Services based in New York, NY. The ideal candidate... ..., and coordinating governance processes while utilizing CRM tools. This role offers opportunities for career growth...CRM
$120k - $150k
...including global banks, asset managers, private equity firms, law firms, and advisors. The... ...credit markets. It gives clients secure access to... ...better Familiarity with CRM platforms, document management... ...and we enjoy sharing our success, when the company succeeds...CRMSummer workLocal areaWorldwideFlexible hours- ...accessible narrative.* Lead client education initiatives... ...marketing; repeated success driving growth and efficiency... ...people leadership (managing managers and ICs):... ...Retail Media, Lifecycle/CRM, Creative) with strong... ...Forecasting/Brand/Creative Insights into investment and...CRM
$18k - $22k
...achievements, Rossen Law Firm is the place for... ...streamlining the client intake process, conducting... ...: Efficiently manage initial leads... ...Oversee and update the CRM database, ensuring... ..., contributing insights for marketing... ...and redefine what success looks like, we want...CRMImmediate start- ...Enterprise Customer Success Manager job at Verifiable. Remote. About the... ...customer feedback into actionable insights, and ultimately delivering... ...navigating complex, matrixed client relationships and driving retention... ...Familiarity with Salesforce CRM and customer success tools...CRMRemote work
$300k - $325k
...President, Executive Client Partner plays a... ...in driving client success, agency growth, and... ...digital, media, CRM and social marketing... ...data-driven insights for communications... ...pricing, and scope management. Support client leadership... ...applicable state law, genetic...CRMTemporary workFreelanceWork at officeLocal areaFlexible hours- ...As a Customer Success Manager (CSM), you will play a pivotal role in ensuring... ...will work directly with our clients to help solve their problems... ..., sharing feedback and insights with the product, sales, and... ...customer success platforms or CRM tools (e.g., Salesforce, MS Office...CRMFull timeContract work
- ...are a consumer-advocacy law firm headquartered in the... ...perfect fit for you! Client Onboarding Specialist... ...documents necessary for successful onboarding. The ideal... ...the Firm’s Salesforce CRM software in performing... ...to the Firm’s client management system Following up with...CRMFull timeCasual workWork at officeRemote workShift workWeekend work
$150k - $175k
...in digital media under management and more than 1,200 employees... ...As a Group Director, Client Partner, you will own... ..., and Bliss Point insights into executive‑ready choices... ...stay focused on client success and growth. Key... ...Retail Media, Lifecycle/CRM, Creative) with strong...CRMRemote workShift work- ...efforts in onboarding new clients, building long-term... ...customers up for long-term success. Retention Strategy :... ...support. Request Management : Ensure customer requests... ...and business strategy. Insights and Reporting : Maintain... ...Looking For: Experience with CRM systems (GoHighLevel,...CRM
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