What are the responsibilities and job description for the Relationship Manager position at TBG | The Bachrach Group?
We’re hiring: Client Legal Relationship Manager and Engagement Specialist
Are you skilled at building trust, uncovering what matters to people, and turning meaningful conversations into confident decisions? We are assisting our client in hiring to help prospective clients understand the legal product and which law offerings they need when they visit, take the next step, and onboard them.
This is a consultative sales and client conversion role. You’ll meet with already-qualified prospects (no cold calling), understand their needs, explain the firm’s services, and guide them through the decision —all with empathy, professionalism, and consistent follow-through.
What you’ll do:
• Conduct in-depth consultations in person, by phone, and/or by video.
• Help prospective clients understand how the firm’s services align with their needs.
• Follow up with prospects who haven’t retained or missed their consultation.
• Coordinate engagement onboarding.
• Check in with new clients to ensure a smooth transition.
• Partner with firm leadership and marketing to improve the prospective client experience and grow the practice.
Who could be a great fit?
Someone with experience in law firm intake, client relations, client engagement, business development, inside sales, or account executive roles—especially within a small law firm.
You’re a strong listener who can ask thoughtful questions, explain services, address concerns, and confidently ask for the business.
Law firm experience highly desired!