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
Company Overview