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Client Experience and Revenue Growth Manager


Location: Atlanta, San Francisco, New York, or Remote

Employment Type: Full-time

Compensation: Competitive base salary + performance bonuses based on credit-hour productivity, quality of work, and great customers interaction.

Reports to: Managing Partner


About Us

aiLegal is an immigration law firm powered by AI technology with a strong reputation for delivering excellence, efficiency, and client-centric service. We handle a wide spectrum of immigration cases including family immigration, humanitarian matters, business immigration, consular processing, removal defense, and federal litigation.

We operate on a flat rate model with assigned credit hours per case type and enforce high accountability in meeting deadlines and productivity benchmarks. Each team member is expected to deliver at least 100 credit hours per month.

Our unique service model ensures speed, standardization, and client satisfaction by structuring every case into a clear assembly-line pipeline.

We are seeking experienced and self-driven Client Experience and Revenue Growth Manager. This role has a mission to build aiLegal’s first end-to-end Client experience + Revenue + Knowledge Engine. You own the full client lifecycle, from first inquiry through signed engagement and ongoing service, while also building the internal knowledge systems that enable customer support and sales to perform consistently. You mandate - deliver exceptional client experience, predictable revenue growth, and a scalable knowledge foundation.

This a builder role. You are responsible for turning people + information into systems.


This role is not for candidates who:

✘ move slowly

✘ resist using technology and/or is not tech savvy

✘ require handholding

✘ cannot manage deadlines

✘ dislike KPIs

✘ lack ownership, accountability, or flexibility

✘ can not produce results within defined timelines

✘ brings drama or an ego that requires its own parking space


This role is for candidates who are:

✔ disciplined high-performers

✔ outstanding writers and strategists

✔ tech-comfortable professionals

✔ deadline-sensitive professionals

✔ professionals who can take full ownership of job responsibility

✔ professionals who thrive in well-structured, high-accountability environments

✔ professionals who bring curiosity, humility, and professionalism


Why This Role Exists


Today:

  • Customer support performs legal service agreement follow-ups without sales discipline

  • No CRM or unified lead tracking

  • No conversion KPIs

  • No outbound sales

  • No centralized knowledge base for staff

  • Client answers depend on individual memory and knowledge

  • Service quality varies by person.

  • No visibility into client journey

  • Client experience and revenue are disconnected

aiLegal is scaling fast. This role exists to unify:

  • Customer support

  • Sales conversion

  • Lead tracking

  • Revenue accountability

  • Client experience

  • Knowledge infrastructure

into one coherent operating system. You are the owner of that system.


Key Responsibilities

  • Own Client Experience and Customer Support Performance - You directly manage customer support specialists and are accountable for both service quality and measurable output. You will design, implement, and enforce KPIs for customer support.

    • This include: 

      • Defining role-specific KPIs (response time, follow-ups, booking rates, resolution time)

      • Daily activity tracking

      • Weekly performance reviews

      • Individual coaching plans

      • Performance improvement plans

      • Replacement of underperformers when necessary

      • You will ensure customer support operates as a performance-driven client success function, not an administrative role.

    • Specific ownership:

      • Client communication standards (tone, accuracy, professionalism)

      • Lead follow-up execution

      • Attorney legal service agreements follow-ups

      • Consultation booking support

      • Client onboarding coordination

      • Issue escalation workflows

      • Client satisfaction monitoring

      • Retention support

    • You will build a culture where

      • Every client interaction is measured

      • Every missed follow-up is visible

      • Every team member knows their numbers

  • Build and Operate Customer Support KPI System - You are responsible for creating the customer support performance framework, including:

    • Individual KPIs

      • New lead response time

      • Number of outbound follow-ups per day

      • Consultation booking supported

      • Retainer follow-ups completed

      • Client inquires resolved

      • SLA compliance rate

      • Knowledge base usage

      • Conversion contribution

    • Team KPIs

      • Lead response SLA compliance ≥ 95%

      • Follow-up competition ≥ 95%

      • Consultation support conversion rate

      • Client onboarding completion time

      • Client satisfaction indicators

    • You will:

      • Implement dashboards

      • Run weekly KPI reviews

      • Enforce accountability

      • Drive continuous improvement

  • Build Revenue Infrastructure for Inbound and Outbound Sales

    • You will design and implement:

      • Central CRM

      • Unified intake (phone, web, referrals, chat, email, social media)

      • Funnel stages:

        • New Lead

        • Qualified

        • Consultation Booked

        • Legal Service Agreement Sent

        • Retained

        • Onboarding Complete

        • Active Client

        • Lost (with reason-coded)

    • Plus:

      • Lead source attribution

      • Revenue dashboards

      • Customer support activity tracking

      • You own inbound conversion and outbound design.

  • Build and Own Knowledge Base - You are accountable for creating aiLegal’s first operational knowledge system.

    • This includes:

      • Centralized knowledge repository (policies, FAQ, case types, pricing logic, workflows)

      • Sales enable content

      • Customer support playbooks

      • Qualification guides

      • Objection handling

      • Client communication templates

      • Escalation matrices

  • You will:

    • Extract knowledge from attorneys and other legal professionals

    • Structure it into usable formats

    • Maintain version control

    • Ensure updates as laws/processes change

    • Train staff on usage

  • Goal:

    • Customer support and sales never “guess”. They operate from documented truth.

  • Own Inbound Conversion

    • You manage:

      • Lead response speed

      • Qualification framework

      • Consultation booking

      • Retainer follow-ups

      • Conversion optimization

    • You will:

      • Train support into client specialists

      • Implement scripts

      • Coach objection handling

      • Enforce daily activity standards

      • Replace underperformance when needed

  • Introduce Outbound (Phase 2) - After inbound + support + knowledge are stable, you design outbound for:

    • Employers

    • Investors

    • High achiever talents

    • High net worth immigrants

    • Immigrants with complex history who can not afford losing a case

    • ICP definition

    • Outreach sequences

    • Booking funnels

    • ROI tracking

  • KPI Ownership (Client + Revenue + Knowledge + Support Performance) - You own all metrics:

    • Revenue KPIs

    • Client experience KPIs

    • Knowledge system KPIs

    • Customer support KPIs

    • Weekly dashboards

    • Monthly reviews

Qualifications

Must-Have

  • Bachelor’s degree, business, operations, marketing, or related field preferred

  • 5+ years of experience in customer support/client success management, sales operations/revenue operations, inbound sales management.

  • 3+ years managing customer-facing teams (support and/or sales)

  • Proven experience implementing a CRM

  • Demonstrated success improving conversion rates and building KPI-driven teams

  • Experience building SOPs, playbooks, or internal knowledge bases

  • Startup or scale-up experience strongly preferred

  • Professional service or legal environment strongly preferred

Core Competencies

  • Revenue and Operations

    • Ability to design and manage sales funnels (Lead → Consultation → Retainer → Case Onboarding → Ongoing Client Care → Retention / Expansion)

    • Strong understanding of inbound sales conversion systems

    • Experience launching or contributing to outbound sales programs

    • Comfortable owning revenue-related KPIs and growth targets

    • Able to translate strategy into daily execution

  • Customer Support Leadership

    • Experience managing customer support specialists with measurable KPIs

    • Ability to build and enforce:Response-time SLAs

    • Follow-up standards

    • Service quality benchmarks

    • Proven capability to coach, performance-manage, and replace underperformers

    • Strong client communication standards (professional, clear, and empathetic)

  • Knowledge Systems 

    • Experience building and maintaining internal knowledge bases

    • Ability to extract knowledge from subject-matter experts and convert it to usable documentation

    • Skilled at organizing complex information into SOPs, scripts, FAQs, and playbooks

    • Comfortable owning documentation governance (accuracy, updates, adoption)

  • Leadership and Personal Attributes

    • Highly organized and systems-oriented

    • Data-driven, manage by metrics, not opinions

    • Takes full ownership of outcomes

    • Comfortable in high-accountability environments

    • Able to give direct feedback and enforce standards

    • Proactive problem solver

    • Thrives in fast-paced, build-from-scratch environments

KPI Framework

This role is accountable for Client Experience + Revenue + Knowledge Systems + Customer Support Performance

KPIs are reviewed weekly and monthly.

  • Revenue KPIs

    • Inbound Conversion

      • Lead → Consultation Booking Rate: Target ≥ 60%

      • Consultation → Retained Client Rate: Target 45–55%

    • Revenue Performance

      • Monthly retained revenue growth aligned with firm’s $10M annual run-rate goal

      • Revenue per lead (tracked by source)

      • Sales cycle length (Lead → Retainer): continuous reduction

    • Outbound (By month 6)

      • Qualified outbound consultations: 10-20 per month

      • Outbound retained clients tracked monthly

  • Client Experience KPIs

    • New lead first response time: < 5 minutes during business hours

    • Client inquiry response time: < 4 business hours

    • Retained client onboarding completed within 3 business days

    • Client issue resolution with SLA: ≥ 90%

    • Client retention rate: tracked quarterly

    • Repeat engagement rate: tracked annually

  • Customer Support Specialist KPIs (Built and Enforced by This Role)

    • The position must design, implement, and enforce individual and team KPIs, including:

      • Individual Specialist KPIs

        • Lead response SLA compliance

        • Daily follow-up completion

        • Consultation booking support

        • Retainer follow-ups completed

        • Client inquiries resolved

        • Knowledge base usage

        • Contribution to conversions

      • Team KPIs

        • Lead response SLA compliance: ≥ 95%

        • Follow-up completion rate: ≥ 95%

        • Client onboarding completion with SLA

        • Support ticket resolution within SLA

        • Weekly KPI review cadence maintained

        • Underperformers must be coached or exited within 60 days.

  • Knowledge System KPIs

    • First 90 days

      • Central knowledge base launched

      • Customer support SOPs completed

      • Sales scripts and qualification guides documented

      • Escalation matrix finalized

      • Core client FAQ published

    • Ongoing

      • ≥ 90% of support/sales staff actively using the knowledge base weekly

      • 100% of common client questions documented

      • All service types have playbooks

      • Content reviewed and updated monthly

      • Zero “freestyle” responses on core topics

  • Operational KPIs

    • 100% of leads tracked in CRM

    • ≥ 95% of lost leads coded with reason

    • Weekly dashboards operational

    • Monthly performance reports delivered to Managing Partner

In simple terms, this role succeeds if:

  • Revenue grows predictably

  • Conversion rates improve

  • Customer support is measurable and accountable

  • Knowledge is centralized and actually used

  • Client experience is consistent

  • Nothing important operates on memory or guesswork

Compensation and Benefits

  • Competitive base salary + performance-based bonuses

  • Health, dental, vision, and life insurance

  • 401(k) with employer contribution

  • Paid time off

  • Career growth opportunity in a fast-scaling, and technology driven practice.

Why Join aiLegal

  • Be part of a visionary firm revolutionizing immigration law through AI and automation.

  • Collaborate with a high-performing, mission-driven team.

  • Enjoy a culture of transparency, innovation, and recognition.

  • Gain opportunities for career growth and leadership advancement.

  • Competitive pay structure with performance incentives and bonuses.

Location

Atlanta, GA; San Francisco, CA; New York, NY; or Remote

Employment Type

Full-time employee

Department

Operation

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