The Client Success Developer is a non-attorney whose primary responsibility is to engage with existing clients to promote the full suite of services. The CSD will play a crucial role in building and developing relationships with clients, ensuring ethical practices, overseeing client onboarding, and contributing to the growth and success of our firm. Responsibilities: Meeting with Prospective and Existing Clients • Conduct meetings (in-person or over the phone) with potential and existing clients. • Adhere to communication protocols to engage effectively. • Gather information about clients' needs and discuss new value-added solutions to their problems. • Offer assurances and show empathy towards clients. • Explain our legal and recruiting services relevant to their needs. • Prepare quotes, engagement letters, and payment plans. • Assist clients with financing options, if required. • Clarify details of engagement letters. Adherence to Ethical Standards • Avoid providing legal advice or quoting fees independently. • Prepare clients for engagement with our attorneys if necessary. • Obtain client signatures and attorney approvals. Client Onboarding Oversight • Create engagement agreements and manage payments. • Follow up with clients post-engagement for feedback. Client Relationship Management • Maintain contact with prospective and existing clients who miss appointments. • Keep communication open for potential future engagements. Record-Keeping and Reporting • Maintain detailed records in our CRM system. • Track client interactions and conversion metrics. Feedback and Improvement • Provide feedback on lead quality and volume to management. • Suggest improvements based on client interactions. Lead Generation • Travel to approved locations to network and generate leads. Additional Responsibilities • Perform other duties as assigned. Qualifications: • 4 years of experience in sales of products or services, luxury or high-end products and services are preferred. • A proven track record using a consultative sales approach is required. • Experience with CRM, particularly reporting, is required. • Experience working within the legal industry is an asset. • Bachelor's degree in a related field. • Spanish Fluency, both written and verbal, is preferred. • Proficient in Microsoft 365 and similar tools. Compensation: $50,000 - $60,000 yearly

• Meeting with Prospective and Existing Clients • Conduct meetings (in-person or over the phone) with potential and existing clients. • Adhere to communication protocols to engage effectively. • Gather information about clients' needs and discuss new value-added solutions to their problems. • Offer assurances and show empathy towards clients. • Explain our legal and recruiting services relevant to their needs. • Prepare quotes, engagement letters, and payment plans. • Assist clients with financing options, if required. • Clarify details of engagement letters.Adherence to Ethical Standards • Avoid providing legal advice or quoting fees independently. • Prepare clients for engagement with our attorneys if necessary. • Obtain client signatures and attorney approvals.Client Onboarding Oversight • Create engagement agreements and manage payments. • Follow up with clients post-engagement for feedback.Client Relationship Management • Maintain contact with prospective and existing clients who miss appointments. • Keep communication open for potential future engagements.Record-Keeping and Reporting • Maintain detailed records in our CRM system. • Track client interactions and conversion metrics.Feedback and Improvement • Provide feedback on lead quality and volume to management. • Suggest improvements based on client interactions.Lead Generation • Travel to approved locations to network and generate leads.Additional Responsibilities • Perform other duties as assigned.