Client Onboarding Manager

Department: Sales and Marketing

Location: Jacksonville, Florida

Compensation: $80,000 - $95,000 / year

Description

At Jimerson Birr, our team has accepted the lasting responsibility of protecting our clients’ rights, businesses, properties, investments and finances. In both established and emerging businesses, our professionals are integral, trusted advisers and advocates, giving our clients insights into legal and business considerations that guide prudent decision making. We work with some of the world’s most respected and well-established businesses, as well as start-up visionaries, and individuals looking to overcome challenges.

About The Role

Jimerson Birr is seeking an enthusiastic, persuasive, and client-focused Client Onboarding Manager to lead our client onboarding team. This highly visible position is responsible for turning inbound leads into loyal clients by owning the intake-to-engagement experience.

In this role, you’ll use your charisma, strategic thinking, and attention to detail to guide prospective clients through our intake pipeline, convert opportunities into revenue, and create a seamless transition into legal service delivery. You’ll lead a high-performing team, design persuasive engagement processes, and build rapport that reflects our reputation for excellence.

If you’re a natural communicator who thrives in a fast-paced, high-impact environment—and you’re motivated by results, recognition, and growth—this is your opportunity.

Key Responsibilities

Inside Sales Leadership

• Serve as the first line of influence for prospective clients—guiding them from inquiry to engagement with confidence and care.
• Own the client qualification process, evaluating fit and aligning leads with the right attorney and service team.
• Identify conversion opportunities, overcome objections, and promote firm value with compelling, warm messaging.
• Lead engagement conversations, facilitate retainer execution, and help prospects become ready, retained clients.
  
  

Team Management & Performance Coaching

• Recruit, train, and develop a team of Client Onboarding Specialists who convert leads and create standout first impressions.
• Set daily, weekly, and monthly sales and service KPIs—instilling a competitive, collaborative environment.
• Conduct role plays, 1:1 coaching, and weekly team meetings to reinforce best practices and refine performance.
  
  

Process & Technology Optimization

• Build and refine onboarding workflows to improve speed, compliance, and client satisfaction.
• Leverage technology (Litify, Salesforce, phone systems) to track progress, surface insights, and scale success.
• Ensure CRM accuracy and manage real-time reporting dashboards to support data-driven decision-making.
  
  

Client Experience & First Impressions

• Lead front-of-house operations to deliver best-in-class hospitality and responsiveness.
• Ensure intake, orientation, and engagement processes are aligned with firm brand and service standards.
• Act as a brand ambassador—upholding the tone, pace, and professionalism Jimerson Birr is known for.
  
  

Strategic Reporting & Goal Alignment

• Monitor conversion metrics, onboarding velocity, and team performance; report outcomes to firm leadership.
• Develop budgets and forecasts that support revenue targets and strategic hiring plans.
  
  

What Success Looks Like

You bring the energy. You close the loop. You make the handoff seamless.

Success in this role means driving consistent, predictable growth through intentional conversations, persuasive follow-through, and repeatable wins. You’re fulfilled when leads turn into long-term relationships—and your team grows because of your leadership.

Skills, Knowledge And Expertise

Must-Haves

• 5 years of experience in an inside sales, client services, or onboarding leadership role.
• Proven ability to manage and grow a high-performing team (5 direct reports).
• Strong emotional intelligence and communication skills—verbal and written.
• Attention to detail and a methodical approach to data entry, compliance, and workflow execution.
• Prior experience in a legal, professional services, call center, or customer success environment.
• Tech-savvy with experience using CRMs (Salesforce preferred), intake tools, and productivity suites.
  
  

Nice-to-Haves

• Bachelor’s degree in Business, Legal Studies, Communications, or related field.
• Experience with Litify or other legal practice management platforms.
  
  

Your Personality in This Role

We’re Looking For Someone Who

• Loves to lead conversations, not just respond to them.
• Is energized by connecting with others and finding the “yes.”
• Has a strong inner drive, balanced with a methodical approach to execution.
• Knows when to influence, when to listen, and when to close.
• Thrives in a structured environment where goals are clear and performance is rewarded.
  
  

If this sounds like you, you’ll do more than succeed, you’ll thrive.

Benefits

Why Join Jimerson Birr?

At Jimerson Birr, we believe in winning for our clients and for our people. As a multi-award-winning law firm recognized as a “Best Place to Work” and one of Florida’s “Fastest Growing Companies,” we don’t just offer jobs—we build careers.

• Top-Tier Culture: Learn more about our collaborative, professional, and empowering workplace here.
• Growth & Recognition: High achievers receive mentorship, growth tracks, and merit-based promotions.
• Values-Driven: We live our core values—Commitment to Service. Commitment to Quality. Commitment to Results.
  
  

Jimerson Birr is an equal opportunity employer. All qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, religion, sex, age, national origin, genetic information, disability, veteran status, gender identity and marital status.