Client Engagement Specialist
Carolina Family Estate Planning, Cary, NC, United States
Do you genuinely care about client experiences and creating exceptional outcomes?
We're looking for someone confident in leading conversations, guiding clients through decisions, and playing a direct role in driving engagement and revenue.
If you're someone who naturally takes ownership in conversations, can think on your feet, and enjoys helping people move forward with clarity and confidence, you'll thrive here.
Who We Are
Carolina Family Estate Planning is a fast‑growing, woman‑owned law firm based in Cary, NC. We help families plan for the future and navigate life's most important transitions through estate planning and estate administration.
We are driven by values like integrity, proactivity, accountability, teamwork, and a commitment to doing meaningful work at a high level. Our growth is a direct result of the people on our team taking ownership, improving systems, and showing up for clients in a real way.
What This Role Really Is
The Client Engagement Specialist is a client‑facing, in‑person role on our Sales Team.
You will lead and contribute to key client interactions—especially early‑stage conversations—where your ability to communicate value, answer questions, and guide decisions directly impacts outcomes.
This is not about reading a script or handing things off. You are part of the experience that moves clients forward.
You’ll also play a key role in maintaining a smooth, professional in‑office experience and ensuring that nothing falls through the cracks in the client journey.
What You’ll Do
Lead Client Conversations
Conduct Kickoff, Discovery, and Annual Assessment meetings
Communicate the value of our Membership Club offering
Guide clients through the next steps with clarity and confidence
Navigate questions and objections in real time
Drive Engagement & Client Experience
Serve as a primary in‑person point of contact for clients
Ensure a polished, professional, and consistent office experience
Coordinate smooth transitions between team members
Support Client Operations
Prepare and send Welcome Packets
Support key touchpoints before and after meetings
Ensure communication is timely, accurate, and complete
Support Front Office Operations
Step in as backup for Reception when needed
Assist with maintaining organization and flow in the office
Provide support for 3S and other client service functions
Assist with In‑Office Events
Manage client check‑in and check‑out during events
Provide light support for presentations as needed
What You Bring
Strong communication skills and professional presence
Confidence in leading conversations and guiding decisions
Ability to think quickly and respond in real time
High level of organization and attention to detail
Reliability, proactivity, and a team‑first mindset
Bonus if you have
Experience in client‑facing or customer service roles
Exposure to sales or client conversion conversations
Background in legal, financial, or other professional services
What Success Looks Like
Clients feel confident, informed, and clear on next steps
Conversations lead to strong engagement and forward movement
The office runs smoothly and professionally at all times
Communication is consistent, accurate, and timely
Demonstrates a genuine commitment to client experience, consistently striving for exceptional outcomes in every interaction
You become a trusted, reliable part of both the client experience and the team
Compensation & Details
Salary: range $45-60K base
Performance‑based incentives tied to engagement and outcomes
Full‑time, in‑person role (Cary, NC)
Typical hours: 8:30 AM – 5:00 PM, but will require some nights and Saturday mornings for events
Why This Role Matters
This position sits at a critical point in the client journey.
The way you show up in conversations, handle questions, and guide decisions directly impacts whether clients move forward—and how they feel about the firm long‑term.
Own outcomes, not just tasks —if you want a role where you can own outcomes, not just tasks, this is it.
#J-18808-Ljbffr
We're looking for someone confident in leading conversations, guiding clients through decisions, and playing a direct role in driving engagement and revenue.
If you're someone who naturally takes ownership in conversations, can think on your feet, and enjoys helping people move forward with clarity and confidence, you'll thrive here.
Who We Are
Carolina Family Estate Planning is a fast‑growing, woman‑owned law firm based in Cary, NC. We help families plan for the future and navigate life's most important transitions through estate planning and estate administration.
We are driven by values like integrity, proactivity, accountability, teamwork, and a commitment to doing meaningful work at a high level. Our growth is a direct result of the people on our team taking ownership, improving systems, and showing up for clients in a real way.
What This Role Really Is
The Client Engagement Specialist is a client‑facing, in‑person role on our Sales Team.
You will lead and contribute to key client interactions—especially early‑stage conversations—where your ability to communicate value, answer questions, and guide decisions directly impacts outcomes.
This is not about reading a script or handing things off. You are part of the experience that moves clients forward.
You’ll also play a key role in maintaining a smooth, professional in‑office experience and ensuring that nothing falls through the cracks in the client journey.
What You’ll Do
Lead Client Conversations
Conduct Kickoff, Discovery, and Annual Assessment meetings
Communicate the value of our Membership Club offering
Guide clients through the next steps with clarity and confidence
Navigate questions and objections in real time
Drive Engagement & Client Experience
Serve as a primary in‑person point of contact for clients
Ensure a polished, professional, and consistent office experience
Coordinate smooth transitions between team members
Support Client Operations
Prepare and send Welcome Packets
Support key touchpoints before and after meetings
Ensure communication is timely, accurate, and complete
Support Front Office Operations
Step in as backup for Reception when needed
Assist with maintaining organization and flow in the office
Provide support for 3S and other client service functions
Assist with In‑Office Events
Manage client check‑in and check‑out during events
Provide light support for presentations as needed
What You Bring
Strong communication skills and professional presence
Confidence in leading conversations and guiding decisions
Ability to think quickly and respond in real time
High level of organization and attention to detail
Reliability, proactivity, and a team‑first mindset
Bonus if you have
Experience in client‑facing or customer service roles
Exposure to sales or client conversion conversations
Background in legal, financial, or other professional services
What Success Looks Like
Clients feel confident, informed, and clear on next steps
Conversations lead to strong engagement and forward movement
The office runs smoothly and professionally at all times
Communication is consistent, accurate, and timely
Demonstrates a genuine commitment to client experience, consistently striving for exceptional outcomes in every interaction
You become a trusted, reliable part of both the client experience and the team
Compensation & Details
Salary: range $45-60K base
Performance‑based incentives tied to engagement and outcomes
Full‑time, in‑person role (Cary, NC)
Typical hours: 8:30 AM – 5:00 PM, but will require some nights and Saturday mornings for events
Why This Role Matters
This position sits at a critical point in the client journey.
The way you show up in conversations, handle questions, and guide decisions directly impacts whether clients move forward—and how they feel about the firm long‑term.
Own outcomes, not just tasks —if you want a role where you can own outcomes, not just tasks, this is it.
#J-18808-Ljbffr