Client Account Manager bei Zipliens

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.

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:

• 2+ 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
• Remote-First Work Environment (Flexible Work from Home)

Pay Disclosure: In the states of CA, CO, CT, NV, NY, RI, WA, the total base salary range for this role is $63,000 - $85,000 annually. Final compensation will be determined based on skills and experience.