Client Success Associate

Mintz Group specializes in investigative services and is seeking a Client Success Associate to enhance their case management process. The role involves providing research, database, and administrative support to ensure excellent client service and timely case handling.

Responsibilities

• Create and maintain client and case profiles in internal systems (HubSpot, SharePoint)
• Monitor ongoing cases, ensuring accurate billing, updates, and closure documentation
• Maintain consistency and integrity of data across case records and systems
• Identify and correct incomplete or inaccurate case information
• Conduct conflicts checks and internal database searches before engagement initiation
• Support early-stage case scoping using research tools such as LexisNexis and Factiva
• Conduct high-level internet research and summarize key findings
• Identify patterns and potential risks such as litigation, reputational issues, or affiliations
• Draft and format client engagement documents and service agreements
• Ensure all materials meet internal standards for accuracy and consistency
• Collaborate with investigators, client success managers, and other departments to ensure case progress and communication flow
• Support internal process improvements and contribute to workflow efficiency initiatives

Skills

• 1+ years of experience in research, administrative, or operational support within professional services or related industries
• Proficiency with HubSpot, SharePoint, and case tracking systems
• Familiarity with tools such as LexisNexis, Factiva, and Boolean search logic
• Strong ability to produce accurate, error-free documentation
• Clear written communication, adapting template language to case-specific needs
• Professional, patient, and responsive in all client and team interactions
• Able to manage multiple competing tasks in a deadline-driven environment
• Undergraduate degree required
• Multilingual skills are a plus

Benefits

• Discretionary Bonus
• Flexible Time Off Policy
• Comprehensive Health Benefits: Medical, dental, and vision coverage
• Retirement Savings: 401(k) plan with employer match
• Parental Leave
• Hybrid Work Environment: Candidate must live in San Francisco or Denver areas.
• Life Insurance: Company-sponsored basic life and AD&D insurance
• Additional Benefits: FSAs, Transit, and Parking

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