Client Success Account Manager (CSAM)

---

---

About KerriJames At KerriJames, we are dedicated to helping law firms and professional service providers streamline their operations and enhance client relationships. As a Client Success Account Manager (CSAM), you will play a pivotal role in ensuring our clients achieve success through proactive support, personalized service, and strategic insights. Job Summary As a Client Success Account Manager (CSAM) at KerriJames, you will be the trusted partner for our clients, guiding them through every stage of their journey. From initial qualification and onboarding to ongoing support, renewals, and upsell opportunities, you will be the key driver of client satisfaction and retention. By delivering personalized service, clear communication, and actionable insights, you will contribute to both the client’s success and the company’s growth. This role is perfect for a proactive, client-focused professional who thrives in a remote, fast-paced environment. Key Responsibilities Client Advocacy & Relationship Building: Be a passionate advocate for KerriJames, ensuring our services align with client goals and expectations. Build lasting relationships that foster trust, satisfaction, and client referrals. Client Qualification & Consultation Booking: Assess client needs and qualify them for consultation with KerriJames experts. Ensure clients are matched with the right services and team members to achieve their goals. Client Onboarding: Lead the onboarding process by educating new clients on our products and services. Tailor the onboarding experience to each client’s unique requirements, ensuring a smooth and successful start. Create & Provide Snapshots: Develop and deliver personalized Snapshots for new clients, offering comprehensive overviews of their current setup, recommendations for optimization, and actionable insights. Renewal Management: Monitor contract expiration dates and proactively follow up with clients to secure renewals, reducing churn and maintaining high customer retention rates. Upselling & Cross-Selling: Identify opportunities to introduce clients to premium products and services. Leverage your rapport with clients to recommend additional solutions that enhance their experience and drive growth. Collaborate with Support Teams: Build strong connections between clients and our support team. Facilitate seamless communication to ensure quick resolution of technical issues or product concerns. Voice of the Customer: Gather client feedback through surveys, reviews, and direct communication. Share insights with internal teams to inform product development and improve service delivery. Monthly Reporting: Prepare and deliver clear, accurate, and client-specific monthly performance reports. Highlight key results, progress toward goals, and actionable recommendations. Client Communication Management: Respond to all client emails promptly, professionally, and thoroughly. Ensure timely follow-up and resolution of issues to maintain strong client relationships. Service Location This is a remote position. Services will be provided from your home office or other suitable work environment. Work Schedule & Days Off Available during standard business hours: Monday – Friday, 8:00 AM – 5:00 PM EST (excluding national holidays). Attendance at daily standups and other meetings is required. This is a contract position; holidays are not paid. Requirements Proven experience in client success, account management, or a customer-facing role Strong communication and interpersonal skills, with the ability to build rapport and trust with clients Experience working with law firms, specifically in client intake processes Experience with CRM systems and project management tools (e.g., Monday.com, Hubstaff, GoHighLevel, or similar) Ability to work independently in a remote environment, managing time effectively Strong organizational skills, attention to detail, and problem-solving abilities Ability to handle multiple priorities in a fast-paced environment Professional written and verbal communication skills Essential Skills Customer Relationship Management (CRM) – Proficiency in managing client accounts and maintaining records using tools like GoHighLevel, Monday.com, Hubstaff, or similar platforms. Intake Process Knowledge – Strong understanding of law firm intake workflows and processes. Communication Skills – Excellent verbal and written communication for clear client interactions. Problem-Solving – Ability to identify issues and implement effective solutions. Time Management – Skilled at prioritizing tasks and managing multiple client accounts efficiently. Upselling and Cross-Selling – Ability to identify opportunities to expand client relationships. Technical Proficiency – Comfort with project management, CRM, and reporting tools. Empathy and Customer Advocacy – Strong customer-first mindset, with the ability to understand and represent client needs. Analytical Thinking – Competence in preparing reports and extracting actionable insights. Collaboration – Ability to work closely with internal teams and contribute to a seamless client experience.

Keyword: Business Consultant

Price: $13.0

HighLevel Customer Service Account Management Customer Support