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Client Success Specialist
Haverhill Management represents a nationwide Estate Planning law firm that is searching for a Client Success Specialist for their Plantation office. The Client Success Specialist plays a pivotal role in client management. The CSS will connect with potential clients, offer excellent customer service, proactively schedule meetings with attorneys and engage with clients through the estate planning process.
Often found to be the first contact with the Firm, the CSS will manage daily client calls, address incoming client calls and communications from potential clients, schedule attorney consultations and maintain contact with the individuals throughout the process. This position will also act as a backup for nationwide Client Success Coordinators.
The firm offers a workplace where everyone feels welcomed. You will find a collaborative and enthusiastic team whose focus is to provide their clients with world-class legal services. Join our team and be part of an innovative and dynamic environment where you can make a meaningful impact.
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Full Time
$109k-146k (estimate)
06/30/2024
07/19/2024
If you are interested in becoming a Client Success Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Specialist job description and responsibilities
Works directly with the client success manager to ensure a clear understanding of customer's business needs and ensures that DFIN meets expectations.
03/18/2022: Provo, UT
Build meaningful relationships with each client to truly understand their challenges, and create custom solutions.
04/01/2022: Idaho Falls, ID
Client success specialists are accountable for managing churn and providing essential support.
02/20/2022: Cedar Falls, IA
They may also meet regularly with devs/product designers.
04/06/2022: Fayetteville, AR
Client success specialist look out for their customer’s business and work with them to find solutions to pain points.
02/20/2022: Cedar Falls, IA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Specialist jobs
Client success specialist should see disseminating learning from each of their onboarding experiences as a vital part of their job.
02/24/2022: Rapid City, SD
Generate excitement for new or developing products by keeping clients updated on their progress.
02/20/2022: Spartanburg, SC
Take the time to understand your client’s use-case and earn their trust.
01/31/2022: Wichita, KS
Apply for an entry-level client success position, gain knowledge and experience before moving up.
04/11/2022: Yakima, WA
Maintain understanding of relativity product features, road maps and benefits and effectively communicate to the client to ensure client success.
03/26/2022: Fayetteville, AR
Step 3: View the best colleges and universities for Client Success Specialist.