Client Service Executive
One Financial Center Boston, MA 02111 US
Job Description
Responsibilities:
- Responsible for the maintenance and expansion of assigned key client relationships.
- Become a trusted advisor to the Lead Relationship Partners (“LRPs”) for 6-8 clients.
- Serve as the relationship expert for assigned clients through regular monitoring (e.g. news, press releases, financial presentations), research (e.g. company strategic updates, industry outlooks) and other intelligence gathering.
- Develop a detailed understanding of the client’s business model, key risks, competitors and strategic business agenda
- Become immersed in the client’s industry, developing an understanding emerging trends, challenges and opportunities.
- Establish an understanding of Mintz service offerings and build an internal network of associated subject matter experts (e.g. service-specific, industry-specific).
- Identify potential client issues/needs and connect them with relevant, best-in-class service offerings.
- In collaboration with the LRP, the CSE will develop an understanding of current firm work streams with assigned clients; generating key account growth plans to identify expansion strategies and incremental client service value add opportunities.
- In concert with the LRP, work to coordinate key client touchpoints including:
- Organizing and planning an annual client/site visit with the Relationship Partner.
- Conducting an Annual Client Service Planning visit to determine client strategic priorities, collect client service feedback and identify enhancement opportunities.
- Interface with client contacts and other relevant audiences (e.g. legal operations / procurement and sourcing / pricing counterparts).
- Planning discrete client events (e.g. CLE opportunities, technical trainings, roundtables) to further the relationship.
- Sharing relevant firm assets, including thought leadership, webinars and event opportunities with both internal and external audiences.
- Provide coaching and seek to influence attorneys to improve their BD and client relationship skills as needed.
Qualifications:
- Bachelor’s degree required. Advanced degree is a plus.
- 10+ years related work experience in Business Development, sales, or client service.
- Experience in a law firm, consulting, or professional services environment is preferred.
- Ability to partner with attorneys and develop consultative role/advisory relationship, including the ability to influence.
- Ability to travel 20% or more based on the needs of the position.
- General knowledge of social media platforms.
- Excellent computer skills, including proficiency in using CRM, Microsoft Word, Outlook, Excel and PowerPoint. Ability to quickly get up to speed and master new applications and software is critical.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
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