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Client Services Specialist

1 month, 4 weeks ago
United States
Full-time
Senior
Customer Success Manager
Project and Program Management
CRM HubSpot Monday.com
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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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