Laser-focused on resolving your client's liens.
Client Account Manager
Location
District Of Columbia
Posted
41 days ago
Salary
Not specified
Job Description
About Us:
Zipliens is a leading lien resolution company that specializes in streamlining the lien process for personal injury law firms. We are looking for proactive, results-driven individuals to join our dynamic team.
Job Description:
We are seeking a personable, detail-oriented Client Account Manager to join our growing Client Success team. In this role, you will play a hands-on part in ensuring a positive client experience from onboarding through ongoing engagement. The Client Account Manager serves as a primary point of contact for clients, supporting day-to-day needs, conducting regular check-ins, and ensuring smooth adoption of Zipliens’ services. By fostering strong relationships and collaborating with internal teams, you will help build long-term partnerships that drive both client satisfaction and organizational success.
Job Requirements
- Responsibilities:
- Client Management & Engagement
- Serve as the day-to-day point of contact for assigned clients, addressing inquiries promptly and escalating issues when necessary.
- Schedule and conduct regular client check-ins to monitor account health and strengthen relationships.
- Manage CRM workflows and sequences to support ongoing client engagement and account health.
- Support client appreciation initiatives, including office visits and client gifting programs, to foster positive and lasting relationships.
- Data-Driven Insights & Reporting
- Generate reports and track client data for assigned accounts.
- Monitor activity and engagement trends, identifying potential risks or opportunities within the account portfolio.
- Share observations with supervisors and take follow-up actions to support client outcomes.
- Client Onboarding & Training
- Create and maintain accurate client records during onboarding.
- Schedule and deliver user training sessions to ensure effective adoption of the Zipliens portal.
- Issue Resolution & Risk Mitigation
- Identify client issues and escalate to supervisors or internal teams for resolution.
- Cross-Department Collaboration
- Partner with Business Development, Lien Resolution, and Tech teams to ensure seamless onboarding, client engagement, and overall client satisfaction.
- Event Participation
- Attend industry events and webinars as needed to represent the company, engage with current clients, and network with potential clients.
- Organizational Support
- Adapt to evolving client and business needs.
- Contribute feedback and recommendations to improve processes and the client experience.
- Qualifications:
- 3+ years of experience in client services, client management, or sales, preferably within the legal tech space or personal injury industry.
- Bachelor’s Degree required; focus in business, law, or a related field preferred.
- Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite; advanced CRM experience or certification highly desirable.
- Strong communication and interpersonal skills, with the ability to build relationships quickly.
- Excellent organizational skills and attention to detail.
- Comfortable working with client data and reports to monitor trends and support follow-up actions.
- Ability to conduct effective virtual user training presentations.
- Strong problem-solving skills and the ability to adapt in a fast-paced environment.
- Self-motivated and goal-oriented; team player with a collaborative mindset.
- Ability to travel 10–20%.
Benefits
- Private Health Care Plan (Medical, Dental & Vision)
- Company HSA contributions for HDHP participants
- Flexible Spending Accounts (Health & Dependent Care)
- Company-Paid Short-Term Disability Coverage
- Voluntary Long-Term Disability, Life, AD&D, and Supplemental Coverage Options
- 401(k) Plan with Company Match
- Paid Time Off (Vacation, Sick Time & Select Holidays)
- Paid Maternity & Paternity Leave
- Pay Disclosure: The total base salary range for this role is $60,000 - $80,000 annually. Final compensation will be determined based on skills and experience.
- Work Authorization: Applicants must be authorized to work in the United States without the need for employer-sponsored visa support now or in the future.
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