Client Success Associate - San Francisco - Mintz Group

    Mintz Group
    Mintz Group San Francisco

    1 week ago

    $60,000 - $70,000 (USD) per year
    Description

    Discover Mintz Group


    At Mintz Group, we specialize in uncovering the truth. For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span executive due diligence, transaction due diligence and litigation support for dispute resolution, conducted by a dedicated team of over 250 investigators across 12 offices worldwide.

    Why Join Us?

    • Global Impact: Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale
    • Expert Team: Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries.
    • Growth Opportunities: Be part of a dynamic environment that offers continuous learning and career advancement opportunities.
    • Innovative Culture: Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry.

    What's This Role About


    The Client Success Associate adds efficiency and precision to Mintz Group's case management process to ensure excellent client service and visibility into each case's status. This role provides research, database, and case administration support to the firm's Client Success and Operations teams, ensuring cases are opened, tracked, and closed accurately and on time.

    The role is ideal for a detail-oriented, service-minded professional who enjoys supporting dynamic teams, maintaining data integrity, and improving operational workflows in a fast-paced environment.

    Key Responsibilities


    Case Administration

    • 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.

    Conflicts, Investigative, and Research Assistance

    • 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.

    Document Preparation

    • Draft and format client engagement documents and service agreements.
    • Ensure all materials meet internal standards for accuracy and consistency.

    Cross-Team Collaboration and Workflow Support

    • 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.

    What Makes You a Great Fit

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

    Ready to Join Us


    You will thrive in this role if you enjoy managing details, improving systems, and supporting high-performing teams with timely and accurate work. This role combines administrative precision, research assistance, and operational problem-solving to deliver world-class client service.

    This is a hybrid role, and candidates must live in or near San Francisco or Denver areas.

    Why You'll Love Working with Us

    • Competitive Salary: $60,000 – $70,000
    • 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 li ve in San Francisco or Denver areas.
    • Life Insurance: Company-sponsored basic life and AD&D insurance
    • Additional Benefits: FSAs, Transit, and Parking

    Our Commitments as an Employer


    Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.


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