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Client Services Specialist

4 weeks ago
United States
Full-time
Senior
Customer Success Manager
Project and Program Management
CRM HubSpot Monday.com
Apply Now
TLATech

TLATech

Syllo is the litigation workspace for the AI era. See how our Agentic AI works and request a demo today.

Specialized Consumer Services
View All Jobs 15

Description

  • Serve as the named customer success account owner for an assigned portfolio of clients.
  • Partner closely with the Sales Account Director to maintain aligned account status and communication.
  • Own end-to-end project management for active cases, including kickoffs, timelines, deliverables, and status updates.
  • Handle client services work such as building searches, workspace organization, and AI-assisted reviews.
  • Advise attorneys on litigation workflow and translate platform capabilities into case strategy.
  • Coordinate with the Data Services team to document requirements accurately before work begins.
  • Triage and help resolve technical or workflow issues, escalating when needed.
  • Document case status, known issues, and handoff notes to support continuity and delivery quality.
  • Develop deep product expertise, relay product feedback, and participate in product testing.
  • Collaborate on internal documentation, process resources, and thought leadership related to AI in litigation.

Requirements

  • 4+ years of experience in a client-facing role, ideally in legal tech, litigation support, or professional services.
  • Background in litigation as an attorney, paralegal, or litigation support professional.
  • Prior experience managing end-to-end case delivery, not just contributing to team output.
  • Understanding of case assessment, document review, production, and privilege workflows.
  • Experience with at least one eDiscovery platform such as Relativity, Everlaw, or similar.
  • Relativity certification or equivalent preferred.
  • Proficiency with project management and CRM tools such as Monday and HubSpot.
  • Strong written and verbal communication skills with attorneys and partners under pressure.
  • Ability to document work thoroughly, track deadlines, and manage complete handoffs.
  • High aptitude for learning new software tools and enthusiasm for AI-powered products.

Benefits

  • Competitive base salary of $140,000-$150,000 USD.
  • Equity options.
  • Medical, dental, vision, and voluntary insurance options.
  • Vacation, sick leave, and paid holidays.
  • Access to benefit counselors.
  • Fitness class reimbursements.
  • Annual learning and development budget.
  • Career growth in a fast-scaling organization.

Interested in this position?

Apply directly on the company website

Apply Now

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