Client Success Manager
- Manage the client experience across bankruptcy and tax matters as the main point of contact, from first inquiry through case completion and post-filing support.
- Conduct bankruptcy and tax intakes: gather client information, document goals and concerns, and make sure records are collected, organized and ready for attorney review.
- Coordinate consultations, deadlines and case milestones, keeping clients informed and internal workflows on schedule.
- Support bankruptcy petition preparation by compiling and verifying financial documents and coordinating filing readiness with attorneys and outside parties.
- Support tax preparation by collecting and organizing source documents, tracking outstanding items and helping submissions go in on time and accurately.
- Keep sensitive client information confidential and handled securely across every channel.
- Work with attorneys and operations to streamline onboarding, raise documentation standards and cut back-and-forth with clear checklists and templates.
- Give clients ongoing updates, answer questions and follow up so they stay informed and engaged.
- Support BK Aftermath client payment reporting by coordinating credit-reporting documentation, tracking payment plans and keeping monthly records accurate.
- Track outcomes and recurring client needs to find process improvements that raise satisfaction and retention.
beehivelaw.com | 801-432-2975 | 10907 South State St., Sandy, UT 84070
