Client Account Manager

Location: Remote

Department: Client Relations & Business Operations

Reports To: Managing Attorney

Job Summary

The Client Account Manager at CCM fosters long-term relationships with attorney clients and law firms by delivering transparent case updates, financial reporting, and remittance tracking. In this 2025-founded firm dedicated to ethical, nationwide fee recovery, you’ll ensure clients feel supported throughout the contingency-based process, reinforcing CCM’s reputation as a trusted partner that preserves goodwill and maximizes returns.

Key Responsibilities

• Serve as the primary liaison for 15-25 active attorney clients, providing personalized updates on case progress via phone, email, and portal.
• Generate and distribute monthly reports detailing recoveries, disbursements, and account statuses, compliant with trust accounting standards.
• Track remittances and resolve discrepancies, ensuring prompt fund transfers minus contingency fees.
• Conduct quarterly check-ins to gather feedback, identify upsell opportunities (e.g., additional case referrals), and address client concerns.
• Collaborate with collections teams to align client expectations with realistic recovery timelines and strategies.
• Maintain accurate CRM records of client interactions, preferences, and history to personalize service.
• Assist in onboarding new clients by explaining CCM’s ethical process and referral programs under Rule 1.5.1.
• Monitor client satisfaction metrics and contribute to retention strategies, such as targeted newsletters on fee recovery tips.
• Coordinate with the Business Development team for joint outreach to expand referral networks.
• Ensure all client communications uphold CCM’s professional, discreet tone.

Required Qualifications

• Bachelor’s degree in Business Administration, Communications, or related field.
• 3+ years in account management, client services, or sales support, preferably in legal or financial services.
• Strong knowledge of financial reporting and basic accounting principles.
• Proficiency in CRM (e.g., HubSpot) and reporting tools like QuickBooks or Excel.
• Exceptional relationship-building skills with empathy for legal professionals’ challenges.
• Ability to manage confidential information with integrity.

Preferred Qualifications

• Experience in law firm client relations or debt recovery services.
• Familiarity with California IOLTA trust accounting rules.
• Certification in client relationship management (e.g., CCP).
• Networking experience in bar associations.

What We Offer Join CCM’s relationship-driven team with professional development funds, comprehensive benefits, and the opportunity to build lasting partnerships in a firm that values transparency.