Client Onboarding Project Manager

About ABC Legal Services:

ABC Legal Service is proud to be the national leader in service of process. We are a team of 1000 and growing with offices in Los Angeles, Oklahoma City, Phoenix, Brooklyn, Chicago, Washington DC, and more. Seattle is our home and headquarters. We’ve been successful in this unique business for over 30 years and we continue to advance our technology and business processes to remain years ahead of what our competition is able to offer. Our focus is to expand our technology lead, acquire and integrate less efficient competitors, and tap into new segments through an integrated inbound marketing and sales approach. 

Job Overview
The Client Onboarding Project Manager plays a critical role in setting new customers up for long-term success with ABC Legal Services. This individual serves as the primary bridge between the sales team and the account management team, ensuring that every new account whether sourced through the sales team or earned through government contracts receives a structured, thoughtful, and high-quality onboarding experience. 

Key Responsibilities 

Account Intake & Research
Review new accounts from sales and government pipelines, conduct initial research, and gather all required documentation to begin onboarding.

Policy & Workflow Setup
Configure policies and workflows within the ABC Legal platform based on client needs. Document customized processes and ensure accurate setup before go-live while coordinating with internal teams.

Defining Customer Success
Partner with clients during pre-onboarding (including RFPs) to define success metrics, document goals, and identify risks with mitigation plans.

Client Communication
Act as the primary point of contact during onboarding. Lead discovery meetings, manage expectations, and provide consistent status updates from contract through activation.

Account Handoff
Ensure a smooth transition to account management by delivering a detailed account briefing and facilitating a formal client introduction.

Qualifications

• 2+ years in project management, client onboarding, customer success, or related field
• Strong organizational and multitasking skills
• Excellent written and verbal communication
• Proven ability to build client relationships and manage expectations
• Experience with CRM and project management tools

Preferred

• Background in legal services, government contracts, or process-driven environments
• Familiarity with legal operations, court filing, or process serving
• Experience working cross-functionally with sales and account management

Benefits:

• Health, Dental, Vision insurance
• 401(k) with company matching
• Paid time off
• 7 Paid company holidays
• 4 Floating holidays per-year
• Life Insurance and AD&D Insurance
• Long Term Disability
• Health Care Reimbursement Flexible Spending Account
• Dependent Care Flexible Spending Account
• EAP (Employee Assistance Program)
• Pet Insurance

Schedule: Full Time, M-F, 8am-5pm PST
Starting Pay: $60,000 - $65,000 a year