Client Relationship Manager
Sherri M. Stinson, P.A.
Palm Harbor, FL US
Posted ago
Sherri M. Stinson, P.A.

Our client relationship manager supports our business by greeting and engaging new customers. You will create, maintain and strengthen the personalized relationships that we enjoy with our clients. Are you interested in helping senior clients protect their family and their legacy? We are a thriving, boutique estate planning, guardianship, and probate firm that is growing by leaps and bounds.  Make our clients feel confident that they have called the right firm! Your questions and answers about our business will get them excited to work with our attorney. You will take initiative and be proactive in engaging with new clients and reaching out to existing clients. We are a firm on a mission to help as many people as possible! You will appreciate a variety of tasks, including collecting data that will allow us to better serve our clients. This position has the opportunity for bonuses when key metrics and objectives within the firm are met.


The Client Relationship Manager will do the following:

  • Call new clients shortly after signup
  • Call prior clients periodically to find out how we can help them with changes or developments in their life
  • Wrap-up survey and phone call
  • Send cards/ gifts/ tidbits and other fun interactive items to engage our clients
  • Work with our online marketing agency to obtain reviews
  • Provide a monthly report on actions taken, feedback received, and suggestions on how to improve our services
  • Identify Creative Deliverables (checklists, handouts, etc.) that can be provided to our clients
  • Pre and post-workshop happiness calls to see how we can support clients



  • Proven experience in sales
  • Solid base of customer service skills
  • Strong communication and people skills
  • Strong attention to detail including grammar and spelling
  • Resilient problem-solving skills
  • Good understanding of business principles
  • Ability to multi-task and adhere to deadlines
  • Excellent knowledge of Microsoft Office Suite and online applications (CRM tools, Hootsuite and social media)
  • High School diploma; further education in Sales, Marketing, or business is a strong advantage

This position is about RELATIONSHIPS! We want our clients to know that we value them and that we not only hear their concerns but that we solve them. You MUST love people!!

$38,000 - $55,000 yearly
About Sherri M. Stinson, P.A.

We are on a mission to help as many people as possible! Our young and fast-growing estate planning firm is passionate about helping people take care of their affairs before they die so that their families don’t have a mess to clean up. We take pride in treating clients like family and helping them preserve family harmony. We want clients to feel valued and heard during every interaction with our firm! Our core values are honesty, commitment to our clients and employees, and creating value for everyone.

Enjoy coming to work every day knowing that YOU matter and YOU made a difference in the world. Our clients are positively impacted by the work we do. We have a strict "no jerks" policy and do not allow our employees to be treated poorly!

Benefits include paid time off. PTO accrues after completing a 90-day new hire development plan. Performance bonuses are available. We have COVID precautions in place.

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