Client Account Manager

ZipLiens

  • Washington DC
  • $63,000-85,000 per year
  • Permanent
  • Full-time
  • 1 day ago
  • Apply easily
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.RequirementsResponsibilities: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.

ZipLiens