Client Success Associate

Mintz Group specializes in investigative services, providing clients with reliable intelligence to make informed decisions. The Client Success Associate role focuses on enhancing case management efficiency and ensuring excellent client service through research and administrative support.

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, Metro DC, Denver, or New York City areas.
• Life Insurance: Company-sponsored basic life and AD&D insurance
• Additional Benefits: FSAs, Transit, and Parking

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