Client Success Manager, Corporate Risk, Disputes and Due DiligenceWhat This Job Is About
The Client Success Manager, Corporate Risk, Disputes and Due Diligence is a client-facing operations professional responsible for managing case intake and supporting investigative work conducted before major business transactions. This role sits within Mintz Group's pre-deal department, which performs critical background checks and due diligence prior to M&A, investment, and other high-value financial decisions. The Client Success Manager ensures that all client requests are complete, jurisdictionally compliant, and scoped for internal casework, while managing communication and expectations throughout the engagement.
Job ResponsibilitiesClient Intake & Request Management- Receive and process new client submissions via the Mintz Group Portal or other intake channels.
- Identify the nature of each request and confirm the scope aligns with pre-deal investigative objectives.
- Verify all compliance-related documentation
- Enter request data into internal systems and prepare submissions for investigative assignment.
Pre-Deal Diligence Support- Work closely with the pre-deal investigative team to ensure intake requests are accurate, fully scoped, and ready for processing.
- Conduct a scoping analysis using internal tools to support case assessment and team assignment.
- Retrieve any prior investigative reports from internal systems and attach them to new case files for context and continuity.
- Escalate unclear or incomplete submissions to clients, and resolve open issues swiftly to minimize delays in report delivery.
Jurisdictional & Compliance Oversight- Determine the subject's work or business location and identify relevant jurisdictional requirements.
- Provide guidance to clients on documentation or timing issues related to specific regions, including pricing adjustments or delays.
- For international requests, coordinate collection of any country-specific forms, language translations, and compliance documents.
Client Communication & Expectations Management- Communicate clearly with clients regarding timelines, documentation requirements, rush feasibility, and jurisdiction-specific delays.
- Manage and track consent forms using platforms like DocuSign, ensuring timely follow-up on outstanding items.
- Coordinate with internal teams to align on capacity and timing for expedited cases.
- Offer alternative solutions when rush timelines cannot be met, such as phased reporting or status updates.
Case Launch & Documentation- Finalize case details including subject identifiers, jurisdictions, pricing, due dates, and investigator instructions.
- Open and submit fully prepared cases to the appropriate office, ensuring all documentation and metadata are complete.
- Maintain organized records of all incoming and active cases, including consent status, client communication, and file attachments.
Case Updates & Modifications- Process case modifications requested by clients.
- Track and communicate case status updates, including due date confirmations, red flags, or delays.
- Forward client communications relevant to investigative work to the assigned reviewers or investigators.
Reporting & Analysis- Prepare regular reports on case intake and scoping activity.
- Analyze intake and case data to identify trends, bottlenecks, and opportunities to improve case flow efficiency.
- Respond to ad hoc data and reporting requests from internal stakeholders with accurate, clearly presented analysis.
- Maintain the accuracy and integrity of the intake data and tracking systems used for reporting.
What Makes You a Great Fit:
Education: Bachelor's degree preferred, or equivalent professional experience in due diligence, legal support, client services, or operations.
Experience: 3-5 years in a client-facing coordination or intake role in a professional services or transactional environment. Previous investigative experience is a significant plus.
Technical Skills: Strong analytical skills to support reporting and analysis; comfortable with tools such as DocuSign, scoping calculators, intake trackers, and document management systems.
Professional Attributes: Client-focused, responsive, precise, adaptable, resilient, and able to work independently in a fast-paced environment where requests and expectations can be direct and time-sensitive.
Ready to Join Us?
At Mintz Group, we are looking for a detail-oriented and process-driven Accounts Payable Specialist to contribute to the efficiency and accuracy of our financial operations. If you thrive in a fast-paced environment, enjoy problem-solving, and are committed to financial excellence, we invite you to apply.
This role involves a hybrid work setup, and candidates must work in New York or Washington, DC.
Why You'll Love Working With Us- Competitive Salary: $100,000 to $120,000
- Discretionary Bonus
- Flexible Time Off-Policy
- Health Benefits: Comprehensive medical, dental, and vision coverage
- Retirement Savings: 401k plan with employer match
- Parental Leave
- Hybrid working environment: Candidates must work in New York or Washington, DC.
- Life Insurance: Company-sponsored basic life and AD&D insurance
- Additional Benefits: Flexible spending accounts (FSAs), Transit and Parking
