Client Success Manager
Apply NowCompany: Mintz Group LLC
Location: Washington, DC 20011
Description:
Client Success Manager, Corporate Risk Advisory and Diligence
About Mintz Group
At Mintz Group, we specialize in uncovering the truth. For over 25 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span background checks, executive diligence, asset tracing, and internal investigations, conducted by a dedicated team of over 280 investigators across 12 offices worldwide.
Why Join Us?
Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients.
What This Job Is About
The Client Success Manager, Corporate Risk Advisory and Diligence is a client-facing operations role that supports Mintz Group's pre-deal department, which performs critical background checks and due diligence prior to mergers, acquisitions, investments, and other high-value transactions. This individual is responsible for managing case intake, ensuring compliance, and facilitating clear communication between clients and investigative teams. The role demands accuracy, attention to regulatory detail, and exceptional service in a fast-paced, deadline-driven environment.
What Are Your Key Responsibilities?
Client Intake & Request Management
Pre-Deal Diligence Support
Jurisdictional & Compliance Oversight
Client Communication & Expectations Management
Case Launch & Documentation
Case Updates & Modifications
What Makes You a Great Fit:
Education & Experience
A bachelor's degree is preferred, or equivalent professional experience in due diligence, legal support, client services, or operations. Brings 3-5 years of experience in a client-facing coordination or intake role within a professional services or transactional environment. Client Engagement & Service Orientation
Establishes trust and confidence with high-stakes clients, communicates clearly and professionally, and efficiently manages intake and expectations in fast-moving, deal-driven environments. Regulatory Awareness & Detail Orientation
Understands relevant regulations, including the FCRA and international privacy rules, and ensures case compliance through careful documentation review, jurisdictional checks, and process integrity. Process Management & Intake Execution
Demonstrates precision and consistency in handling high volumes of intake requests. Accurately scopes investigative cases, manages required documentation, and ensures proper routing to internal teams. Judgment & Problem-Solving
Anticipates potential issues in documentation, scope, or timing. Proactively addresses gaps, offers practical solutions, and adapts based on compliance, logistical, or resource-related constraints. Cross-Team Coordination
Collaborates seamlessly with intake, investigative, and client service teams to ensure information flows smoothly and deadlines are met. Aligns internal efforts with client expectations to keep transactions moving. Technical Proficiency
Proficient in Microsoft Office Suite, document management systems, and intake tracking platforms. Skilled in using tools like DocuSign to manage client authorizations and streamline case intake workflows. Firm Citizenship
Upholds Mintz Group's commitment to ethical standards, professionalism, and service excellence. Contributes to team success, supports knowledge sharing, and embraces firm-wide initiatives to enhance operational efficiency.
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
Our Commitments As An Employer
Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.
About Mintz Group
At Mintz Group, we specialize in uncovering the truth. For over 25 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span background checks, executive diligence, asset tracing, and internal investigations, conducted by a dedicated team of over 280 investigators across 12 offices worldwide.
Why Join Us?
- Global Impact: Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale.
- Expert Team: Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries.
- Growth Opportunities: Be part of a dynamic environment that offers continuous learning and career advancement opportunities.
- Innovative Culture: Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry.
Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients.
What This Job Is About
The Client Success Manager, Corporate Risk Advisory and Diligence is a client-facing operations role that supports Mintz Group's pre-deal department, which performs critical background checks and due diligence prior to mergers, acquisitions, investments, and other high-value transactions. This individual is responsible for managing case intake, ensuring compliance, and facilitating clear communication between clients and investigative teams. The role demands accuracy, attention to regulatory detail, and exceptional service in a fast-paced, deadline-driven environment.
What Are Your Key Responsibilities?
Client Intake & Request Management
- Receive and process new client submissions via the Mintz Group Portal or other intake channels.
- Confirm documentation, verify compliance, and scope requests in alignment with pre-deal investigative goals.
- Enter data into internal systems and prepare case files for review and assignment.
Pre-Deal Diligence Support
- Collaborate with investigative teams to ensure submissions are clear, complete, and ready for launch.
- Retrieve and attach prior investigative reports for reference.
- Resolve unclear or incomplete requests to minimize case delays.
Jurisdictional & Compliance Oversight
- Identify relevant jurisdictions based on subject location.
- Advise clients on country-specific documentation, translations, or timing issues.
- Ensure compliance with FCRA and international privacy regulations.
Client Communication & Expectations Management
- Clearly communicate case timelines, documentation needs, and status updates.
- Coordinate rush requests and offer alternative solutions when necessary.
- Manage consent form workflows using platforms like DocuSign.
Case Launch & Documentation
- Finalize and submit fully scoped cases, ensuring all necessary information and materials are attached.
- Maintain organized, real-time records of active cases and communications.
Case Updates & Modifications
- Process client-requested changes and deliver timely status updates.
- Forward key information to the appropriate investigators or reviewers.
What Makes You a Great Fit:
A bachelor's degree is preferred, or equivalent professional experience in due diligence, legal support, client services, or operations. Brings 3-5 years of experience in a client-facing coordination or intake role within a professional services or transactional environment.
Establishes trust and confidence with high-stakes clients, communicates clearly and professionally, and efficiently manages intake and expectations in fast-moving, deal-driven environments.
Understands relevant regulations, including the FCRA and international privacy rules, and ensures case compliance through careful documentation review, jurisdictional checks, and process integrity.
Demonstrates precision and consistency in handling high volumes of intake requests. Accurately scopes investigative cases, manages required documentation, and ensures proper routing to internal teams.
Anticipates potential issues in documentation, scope, or timing. Proactively addresses gaps, offers practical solutions, and adapts based on compliance, logistical, or resource-related constraints.
Collaborates seamlessly with intake, investigative, and client service teams to ensure information flows smoothly and deadlines are met. Aligns internal efforts with client expectations to keep transactions moving.
Proficient in Microsoft Office Suite, document management systems, and intake tracking platforms. Skilled in using tools like DocuSign to manage client authorizations and streamline case intake workflows.
Upholds Mintz Group's commitment to ethical standards, professionalism, and service excellence. Contributes to team success, supports knowledge sharing, and embraces firm-wide initiatives to enhance operational efficiency.
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: $80,000 to $95,000
- 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
Our Commitments As An Employer
Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.