Client Success Specialist
Hybrid Jacksonville Full-time Mid-level Customer Success
At a glance
Mid-level Customer Success role at Jimerson Birr, P.A. Jacksonville · full-time.
Pay not stated
RoleCustomer Success
SeniorityMid-level
LocationJacksonville
WorkplaceHybrid
EmploymentFull-time
PostedOct 5, 2026 · 11d ago
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Manage your client portfolio, keeping relationship records organized and up to date
- Plan regular client contact that reinforces the relationship and keeps the firm in view
- Coordinate with attorneys and staff as a professional contact, and shape engagement programs with Marketing
- Assess potential client needs, qualify promising work, and pass it to the right team with useful context
- Track client engagement and outcomes, then share takeaways with Service, Sales and Marketing
What you bring
- At least two years in client success, account management, retention, or relationship-led marketing or sales
- Working familiarity with CRM and campaign or pipeline platforms, such as Salesforce or comparable tools
- Clear written and spoken communication, sound judgment, and professionalism with established clients
Who this fits
This mid-level role suits someone who can build lasting client relationships, manage their own portfolio and cadence, and work without daily oversight. You focus on developing relationships and qualifying opportunities, then hand them to the team responsible for advancing them. The position is hybrid in Jacksonville.
From the employer
At Jimerson Birr, our team has accepted the lasting responsibility of protecting our clients’ rights, businesses, properties, investments, and finances.
Our professionals are integral, trusted advisers and advocates in both established and emerging businesses, giving our clients insights into legal and business considerations that guide prudent decision-making. We work with some of the world’s most respected and well-established businesses, as well as start-up visionaries, and individuals looking to overcome challenges.
You'll manage a portfolio of client relationships, understand where each one stands today, and act on what you see — proactive outreach, timely check-ins, and clear communication about how the firm can help. Working closely with Marketing and Sales, you'll surface opportunities inside your portfolio and hand them off cleanly to the right team, with the context they need to move forward.
If you're energized by building genuine client relationships, sharp at reading what a client actually needs, and disciplined about managing your own book without daily oversight, this role was built for you.
This is your seat if:
• You build genuine client relationships over time, not just check-ins on a schedule.
• You can read a client’s history and situation and form a current, forward-looking view of how to serve them.
• You’re organized enough to run your own book without someone checking in on you.
• You know exactly where your job ends — you build the relationship and qualify the opportunity, then hand it off to the team that carries it forward.
• You’re self-directed and consistent, comfortable running your own cadence without daily oversight.
Own the Relationship
• Own and prioritize a portfolio of client relationships, keeping records current, organized, and reflective of where each relationship stands.
• Run a consistent, planned cadence of client touchpoints that reinforces the value of the relationship and keeps the firm top of mind.
• Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed.
Drive Engagement
• Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances.
Surface and Hand Off Opportunities
• Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context.
• Partner with Sales and business development to move qualified opportunities forward.
• Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing.
What You'll Bring:
Our professionals are integral, trusted advisers and advocates in both established and emerging businesses, giving our clients insights into legal and business considerations that guide prudent decision-making. We work with some of the world’s most respected and well-established businesses, as well as start-up visionaries, and individuals looking to overcome challenges.
About the Role
The Client Success Specialist owns the client experience across our book of business, making sure every client feels the value of the relationship, spotting where the firm can do more for them, and turning that insight into growth.You'll manage a portfolio of client relationships, understand where each one stands today, and act on what you see — proactive outreach, timely check-ins, and clear communication about how the firm can help. Working closely with Marketing and Sales, you'll surface opportunities inside your portfolio and hand them off cleanly to the right team, with the context they need to move forward.
If you're energized by building genuine client relationships, sharp at reading what a client actually needs, and disciplined about managing your own book without daily oversight, this role was built for you.
This is your seat if:
• You build genuine client relationships over time, not just check-ins on a schedule.
• You can read a client’s history and situation and form a current, forward-looking view of how to serve them.
• You’re organized enough to run your own book without someone checking in on you.
• You know exactly where your job ends — you build the relationship and qualify the opportunity, then hand it off to the team that carries it forward.
• You’re self-directed and consistent, comfortable running your own cadence without daily oversight.
Own the Relationship
• Own and prioritize a portfolio of client relationships, keeping records current, organized, and reflective of where each relationship stands.
• Run a consistent, planned cadence of client touchpoints that reinforces the value of the relationship and keeps the firm top of mind.
• Serve as a trusted, professional point of contact for clients, coordinating internally with attorneys and firm staff as needed.
Drive Engagement
• Design and refine client engagement initiatives, coordinating with Marketing on content and any required clearances.
Surface and Hand Off Opportunities
• Identify genuine opportunities within your portfolio, qualify them thoughtfully, and hand them off to the appropriate team with full context.
• Partner with Sales and business development to move qualified opportunities forward.
• Track engagement activity and outcomes, and share what you learn back with Service, Sales, and Marketing.
What You'll Bring:
- 2+ years of experience in client success, account management, retention, or relationship-focused marketing or sales, ideally in professional services or B2B.
- Comfortable with CRM and campaign/pipeline tools (Salesforce, or comparable platforms preferred).
- Strong written and verbal communication skills, with the professionalism to represent the firm to established clients.
- Sound judgment for identifying and qualifying genuine opportunities.
- Bachelor's degree preferred, but not required with equivalent experience.
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