[Remote] Client Success Coordinator

Note: The job is a remote job and is open to candidates in USA. Unruh Law, P.C. is a disability benefits law firm based in San Francisco, CA, proudly serving veterans nationwide. They are hiring a Client Success Coordinator to provide friendly and reliable support for clients, managing communications, documenting interactions, and assisting with basic legal tasks to ensure a smooth client experience.

Responsibilities

• Make and receive client calls; provide timely, compassionate updates and clear next steps
• Document all communications and tasks in Filevine and keep matters organized and current
• Triage issues, escalate to the attorney when needed, and follow through to resolution
• Calendar key dates, track tasks, and keep cases on schedule
• Light legal assistant support: request records, organize medical documents, prepare simple forms/letters, and submit routine filings with the VA as directed
• Maintain confidentiality and uphold professional, courteous communication at all times

Skills

• 1+ year in a client-facing role at a law firm (veterans benefits experience a plus)
• Valid PIV (Personal Identity Verification) card—required
• Comfortable and confident on the phone; thrives on helping people and de-escalating concerns
• Highly organized self-starter with excellent follow-through and attention to detail
• Clear written communication; reliable documentation habits; discretion with sensitive information
• Familiarity with Filevine preferred (or strong aptitude to learn quickly)

Company Overview