Client Relationship Associate

About the Role

The Client Relationship Associate is the vital link between Construction Discovery Experts and its largest corporate clients, serving as an extension of their legal departments. This role focuses on building and nurturing relationships, anticipating client needs, and ensuring a seamless experience.

Key Responsibilities

• Own and manage a defined book of the largest corporate clients, becoming the primary point of contact for their legal teams (lawyers, paralegals, legal assistants, IT).
• Conduct proactive outbound calls and follow-up emails to all client contacts involved in a case.
• Schedule and lead recurring client update calls with clear agendas and documented next steps.
• Assemble and present executive reporting on client matters, including status, costs, and future outlook.
• Manage the intake process for new matters, including document gathering, consultant coordination, and kickoff meeting scheduling.
• Collect intelligence on client needs, such as org charts, IT contacts, outside counsel preferences, and shifting priorities.
• Coordinate and manage multi-month special projects for key clients, ensuring all stakeholders are informed.
• Invite clients and their staff to continuing-education programs, platform training, and events.
• Identify and escalate client issues or concerns to relevant internal teams for resolution.
• Log all client interactions (calls, emails, meetings, notes) in HubSpot.

Qualifications

• A four-year college degree, preferably in Communications.
• Demonstrated track record of building relationships and leading people (in work, school, athletics, or community involvement).
• Comfort initiating conversations with professionals via phone.
• Strong written communication skills (clear, warm, and brief).
• Reliable follow-through on commitments.
• Must be located in the Dallas–Fort Worth area.

Helpful Experience (Not Required)

• Exposure to law firms, corporate legal departments, or the construction or energy industries.
• Experience with a CRM, project tracking tool, or reporting software.
• Customer-facing work experience (e.g., hospitality, athletics operations, events, recruiting, account support).

Requirements & Tech Stack

• HubSpot (for logging client interactions)

How Success Is Measured

• Number of outreach calls completed weekly.
• Number of new matters opened monthly from the client book.
• Revenue growth within the client book, quarter over quarter.
• Depth of contact network within each client account.