Position Details

Salary $25 – $27 USD / year

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Operations & Logistics

About this role

Client Specialist - Business Operations supporting CEOs with onboarding, contracting, and client management; manages CRM pipelines, billing, and calendar logistics; may involve occasional weekend work.

Key Responsibilities

New client onboarding (conflict checks, engagement letters, setup)
New attorney onboarding (email, Teams, HR systems)
Billing and invoicing support
Website updates
Insurance renewals — coordination and admin
Vendor management
Calendar management and meeting logistics
Weekly company-wide call prep and support

Technical Overview

Leverages HubSpot and Clio CRM tools; handles contract workflows, invoicing, and vendor management; requires strong English communication and organizational skills.

Ideal Candidate

The ideal candidate is a part-time remote Client Specialist with strong CRM experience (HubSpot, Clio), contract management and onboarding expertise, and strong communication and problem-solving skills. They thrive in a fast-paced, collaborative environment and support the CEO in operations and client management.

Must-Have Skills

Fluency in spoken and written EnglishCRM experience (HubSpot preferred)Clio experienceContract management workflowVendor managementCalendar management

Nice-to-Have Skills

AI tools experienceRemote collaboration across teams

Tools & Platforms

HubSpotClio

Required Skills

HubSpotClioCRMcontract managementonboardinginvoicingvendor managementcalendar management

Hard Skills

HubSpotClioCRMContract managementInvoicingVendor managementCalendar managementOnboardingCRM pipelinesDocument management

Soft Skills

Fluent English (spoken and written)CommunicationProblem-solvingProactiveHighly detail-orientedOrganization

Industry & Role

Industry Consulting

Job Function Coordinate client onboarding, contracts, billing, and calendar logistics to support CEO and client engagements.

Role Subtype Client Operations Specialist

Keywords for Your Resume

Client SpecialistBusiness OperationsHubSpotClioCRMcontract managementvendor managementcalendar managementonboardinginvoicingCRM pipelinesremotepart-timeEnglishAI toolsoperationssales supportvendor relationsbillinghubspotcliocrmai tools

Deal Breakers

Lack of HubSpot or Clio experience, Poor communication or disorganized work habits

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