Client Survey and Compliance Specialist
Joseph Agostino
Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment. Join our Marketing Team as a Client Survey and Compliance Specialist in our Atlanta, Miami, Orlando, Phoenix or West Palm Beach office. We are seeking a professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong analytical and decision-making abilities, ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude, you will take initiative and approach challenges with confidence and resilience. Excellent communication and project management skills are essential for cross-functional collaboration and delivering outstanding client service. If you are someone who demonstrates initiative, adaptability, and innovation, we invite you to join our team. This role will be based in our Atlanta , Miami, Orlando, Phoenix or West Palm Beach office on a hybrid basis and will work in coordination with the Director of Marketing and Client Management as well as the Senior Business Development Manager. Position Summary The Client Survey and Compliance Specialist will support strategy and execution of firmwide client survey responses, team processes and other initiatives. This position will work collaboratively with, and as an integral part of the firm’s client management team. Key Responsibilities Partners with members of the marketing and business development department, client management team, attorneys, and other firm teams to strategically manage and respond to client surveys and questionnaires in a client centric manner Manages the end-to-end process of responding to client surveys and questionnaires, including participating in strategy sessions, and coordinating timely, accurate responses to due diligence questionnaires, third-party risk assessments, vendor surveys, vendor onboarding requests, and other compliance related inquiries Serves as a central point of coordination across internal stakeholders to collect, review, and validate information needed to complete client-driven requests Analyzes client requests to identify trends, recurring questions, and opportunities to improve response efficiency and consistency. Supports client management initiatives by identifying opportunities to enhance client service, communication, and operational efficiency Builds strong and cooperative relationships with other departments that contribute to client surveys, such as accounting, the Office of General Counsel, IT, Human Resources, and others Ensures responses comply with the client survey requirements and Greenberg Traurig standards Monitors evolving client requirements and industry trends related to outside counsel guidelines and supplier compliance Assists with special projects and firmwide initiatives related to client relationships, client operations, and business development Maintains and captures custom content in the firm’s proposal development system Qualifications Skills & Competencies Self-starter and team player, able to accept direction, yet work independently Excellent prioritization and time management skills with strong attention to detail Ability to function in a fast-paced environment, prioritize multiple complex projects on a daily basis, and adjust to shifting priorities. Outstanding interpersonal and communication skills, both written and oral Ability to collaborate and gain the respect, trust, and confidence of the Firm’s attorneys and professional staff. Education & Prior Experience Bachelor’s degree required Minimum of five years of marketing and business development experience at a law firm or other professional services firm, with proven experience responding to client surveys and proposals Technology Advanced proficiency in Microsoft Office suite, including Word, PowerPoint, Excel, and Outlook Applies practical, hands-on experience with generative AI tools (e.g., Microsoft Copilot, ChatGPT, or similar platforms) to support a range of professional and managerial tasks, including drafting, summarizing, brainstorming, and organizing content; consistently applies sound judgment when reviewing AI-generated work product and maintains full accountabilities for all final outputs Ability to craft well-structured prompts that clearly define objectives, supply relevant context, and guide AI tools toward producing useful, accurate, and appropriate results; consistently refines and iterates on prompts to enhance output quality, increase productivity, and drive greater efficiency Models responsible AI use for team members, reinforcing expectations related to confidentiality, data privacy, and appropriate human oversight Demonstrates working knowledge of governance considerations, including ethical use and risk awareness, and adapts to emerging AI and related technologies GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis. #J-18808-Ljbffr Greenberg Traurig, LLP
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