Client Account Manager

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.

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.

• Client Management & Engagement:
  Serve as the day-to-day point of contact for assigned clients, addressing inquiries promptly and escalating issues when necessary
• Client Management & Engagement:
  Schedule and conduct regular client check-ins to monitor account health and strengthen relationships
• Client Management & Engagement:
  Manage CRM workflows and sequences to support ongoing client engagement and account health
• Client Management & Engagement:
  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
• Data-Driven Insights & Reporting:
  Monitor activity and engagement trends, identifying potential risks or opportunities within the account portfolio
• Data-Driven Insights & Reporting:
  Share observations with supervisors and take follow-up actions to support client outcomes
• Client Onboarding & Training:
  Create and maintain accurate client records during onboarding
• Client Onboarding & Training:
  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
• Organizational Support:
  Contribute feedback and recommendations to improve processes and the client experience

• 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, Hub Spot) 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%

• 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.