Grayson HR

Results-driven marketing agency focused on helping Social Security Disability (SSD) law firms grow through strategic TV and digital marketing, automation, and lead generation. We operate in a fast-paced, performance-driven environment where client experience, communication, and execution are critical to success. Location: Remote U.S or Canada-based Job Summary: We are seeking a Customer Success Specialist to serve as the primary point of contact for client communication and a key connector between our clients and internal teams. This role is ideal for someone early in their career who is organized, responsive, and people-oriented, and who thrives in a fast-paced, client-facing environment. You will not be responsible for developing strategy—instead, you will ensure that communication is clear, consistent, and that client needs are effectively relayed, tracked, and supported across teams. This position also offers a growth path into sales or account leadership roles based on performance. Responsibilities - Serve as the main point of contact for all client communication (email, phone, messaging, Zoom, Teams) - Build strong, professional relationships with clients through consistent and proactive communication - Schedule and participate in client check-ins, follow-ups, and status updates - Act as a liaison between clients and internal teams (Marketing, Operations, Delivery) to ensure alignment and follow-through - Track client requests, updates, and communication in CRM systems (e.g., Pipedrive) - Ensure client deliverables, updates, and reports are communicated in a timely and organized manner - Gather client feedback and relay it to the appropriate internal teams - Support client satisfaction through responsiveness, organization, and follow-through - Assist in identifying opportunities to enhance the client experience Qualifications - Bachelor’s degree in Business, Marketing, Communications, or related field (preferred but not required) - 1–3 years of experience in customer service, client support, or a client-facing role - Recent graduates are encouraged to apply - Experience in retail, hospitality, or other customer-facing environments is a plus - Strong communication and interpersonal skills - Highly organized with strong attention to detail and follow-through - Comfortable managing multiple conversations and priorities simultaneously - Professional, positive, and solutions-oriented mindset - Familiarity with CRM tools (e.g., Pipedrive) is a plus

We are seeking an Associate Attorney & Operations to support both client representation and operational initiatives within our organization. This role combines hearing-level legal work with exposure to team and client support, offering a unique opportunity to develop both legal and business skill sets. Location: Remote US-based Responsibilities - Conduct 25–40 SSD hearings per month (primarily virtual) - Prepare clients through pre-hearing calls and case review - Review medical summaries and legal briefs - Collaborate with attorneys on case strategy - Maintain accurate case documentation - Support oversight of call center performance and operations - Monitor and analyze KPIs and team performance metrics - Partner with call center leadership on performance improvements - Assist with QA processes and reporting - Identify operational improvement opportunities Qualifications - Juris Doctor (J.D.) - 1–3 years of legal experience - Strong communication and client service skills - Ability to manage a high-volume caseload - Strong analytical and organizational skills Preferred Qualifications - Prior experience in call center operations, QA, or team leadership - Experience working with performance metrics and reporting - Interest in combining legal and operational work Why Join Us - Unique opportunity to build both legal and operational experience - Strong training and mentorship environment - Clear growth opportunities - Mission-driven work with direct client impact Benefits: Our benefits, perks, and compensation include the following: - Competitive compensation - Fully paid employee health coverage - Life insurance - Long-term disability insurance - Paid holidays, paid vacation, and 401k matching after 90 days of employment - Company-provided phone and laptop - A healthy work-life balance - A supportive learning environment

We are seeking an Associate Attorney & Operations to support both client representation and operational initiatives within our organization. This role combines hearing-level legal work with exposure to team and client support, offering a unique opportunity to develop both legal and business skill sets. Location: Remote US-based Responsibilities - Conduct 25–40 SSD hearings per month (primarily virtual) - Prepare clients through pre-hearing calls and case review - Review medical summaries and legal briefs - Collaborate with attorneys on case strategy - Maintain accurate case documentation - Support oversight of call center performance and operations - Monitor and analyze KPIs and team performance metrics - Partner with call center leadership on performance improvements - Assist with QA processes and reporting - Identify operational improvement opportunities Qualifications - Juris Doctor (J.D.) - 1–3 years of legal experience - Strong communication and client service skills - Ability to manage a high-volume caseload - Strong analytical and organizational skills Preferred Qualifications - Prior experience in call center operations, QA, or team leadership - Experience working with performance metrics and reporting - Interest in combining legal and operational work Why Join Us - Unique opportunity to build both legal and operational experience - Strong training and mentorship environment - Clear growth opportunities - Mission-driven work with direct client impact Benefits: Our benefits, perks, and compensation include the following: - Competitive compensation - Fully paid employee health coverage - Life insurance - Long-term disability insurance - Paid holidays, paid vacation, and 401k matching after 90 days of employment - Company-provided phone and laptop - A healthy work-life balance - A supportive learning environment

We partner with law firms across the United States to deliver integrated solutions across client acquisition, operations, and business support. We drive growth with targeted, data-driven campaigns, while providing operational support, including contact center solutions, medical record summarization, and back-office services, creating a scalable, end-to-end platform for law firm success. Location: Remote Job Summary: The Associate Director, Strategy Execution, supports the translation of strategic priorities into day-to-day execution across three entities. This role partners closely with leadership to drive alignment, track progress, and ensure key initiatives are implemented effectively. This is a hands-on, execution-focused role designed for someone who can operate within a fast-paced, multi-entity environment while developing into a senior leadership position over time Responsibilities: - Drive the execution of strategic initiatives across all three business entities, ensuring alignment, accountability, and consistent follow-through - Translate leadership priorities into clear, actionable plans, timelines, and deliverables - Track progress against key initiatives and ensure accountability across cross-functional teams - Partner with Legal, Marketing, HR, and Operations to align priorities and drive effective execution - Establish and monitor KPIs to measure performance, identify gaps, and inform decision-making - Identify operational inefficiencies and implement process improvements that enhance performance and scalability - Build and strengthen scalable processes, workflows, and execution frameworks - Provide reporting, insights, and recommendations to support leadership decisions - Strengthen cross-functional alignment, communication, and execution across teams and entities Qualifications: - Bachelors Degree in Business Management or Marketing - 7–10 years of experience in strategy execution, operations, or business leadership - Excellent communication, interpersonal, and client service skills - Proven ability to execute strategy across multiple business units - Strong organizational and execution skills, experience working closely with executive leadership - Experience working in startup, Business Process Outsourcing (BPO), Legal Process Outsourcing (LPO), or multi-entity environments Preferred Qualifications - Experience supporting multi-entity or global organizations - Background in operations, consulting, or strategic program management - Familiarity with performance metrics, dashboards, and operational KPIs How We Work How we work is just as important as what we do: - Results-Driven We focus on delivering measurable outcomes and take ownership of performance and execution across teams. - Client-Centric Focus We prioritize decisions that drive meaningful outcomes and improve the experience for the clients and partners we support. - Conscientious Trust We operate with integrity, transparency, and accountability in every interaction and decision. - Entrepreneurial Spirit We take initiative, solve problems proactively, and continuously improve how we operate and scale. Benefits: Our benefits, perks, and compensation include the following: - Competitive compensation - Healthcare Reimbursement - Paid holidays, paid vacation, and 401k matching - Company-provided phone and laptop - A healthy work-life balance - A supportive learning environment

Results-driven marketing agency focused on helping Social Security Disability (SSD) law firms grow through strategic TV and digital marketing, automation, and lead generation. We operate in a fast-paced, performance-driven environment where client experience, communication, and execution are critical to success. Location: Remote U.S or Canada-based Job Summary: We are seeking a Customer Success Specialist to serve as the primary point of contact for client communication and a key connector between our clients and internal teams. This role is ideal for someone early in their career who is organized, responsive, and people-oriented, and who thrives in a fast-paced, client-facing environment. You will not be responsible for developing strategy—instead, you will ensure that communication is clear, consistent, and that client needs are effectively relayed, tracked, and supported across teams. This position also offers a growth path into sales or account leadership roles based on performance. Responsibilities - Serve as the main point of contact for all client communication (email, phone, messaging, Zoom, Teams) - Build strong, professional relationships with clients through consistent and proactive communication - Schedule and participate in client check-ins, follow-ups, and status updates - Act as a liaison between clients and internal teams (Marketing, Operations, Delivery) to ensure alignment and follow-through - Track client requests, updates, and communication in CRM systems (e.g., Pipedrive) - Ensure client deliverables, updates, and reports are communicated in a timely and organized manner - Gather client feedback and relay it to the appropriate internal teams - Support client satisfaction through responsiveness, organization, and follow-through - Assist in identifying opportunities to enhance the client experience Qualifications - Bachelor’s degree in Business, Marketing, Communications, or related field (preferred but not required) - 1–3 years of experience in customer service, client support, or a client-facing role - Recent graduates are encouraged to apply - Experience in retail, hospitality, or other customer-facing environments is a plus - Strong communication and interpersonal skills - Highly organized with strong attention to detail and follow-through - Comfortable managing multiple conversations and priorities simultaneously - Professional, positive, and solutions-oriented mindset - Familiarity with CRM tools (e.g., Pipedrive) is a plus

The Associate Director of Legal & Compliance supports legal and compliance initiatives across three entities. This role serves as an internal legal resource, helping the organization navigate regulatory requirements, assess risk, and support business operations. This is a highly strategic role requiring a business-minded attorney who can operate beyond traditional client-facing legal work and contribute to broader organizational decision-making. Location: Remote US Based Responsibilities: - Oversee legal compliance across all business entities - Ensure adherence to advertising regulations, employment laws, and applicable state/federal requirements - Support compliance related to international teams and operations - Support legal and compliance efforts across all business entities - Assist in ensuring adherence to advertising, employment, and regulatory requirements - Partner with leadership to evaluate risk vs. business opportunity - Provide guidance on contracts, policies, and operational decisions - Support internal legal inquiries and reduce reliance on external counsel - Assist with contract review, drafting, and negotiation - Collaborate with HR, Marketing, and Operations on compliance initiatives - Help develop and maintain internal policies and compliance frameworks - Stay current on regulatory changes and support implementation Qualifications: - Juris Doctor (J.D.) degree from an accredited law school. Active license to practice law in any U.S. state - 3–7 years of legal experience, preferably with exposure to: SSD Law, Business law, Compliance and regulatory matters, Employment law - Excellent communication, interpersonal, and client service skills - Strong research, writing, and analytical skills - Ability to work independently and manage a high volume of cases - Compassionate and dedicated to helping others - Proficiency with video conferencing technology and other relevant software Preferred Qualifications - Experience in SSD law, advertising law, or consumer protection - Experience working in startup, BPO, LPO, or multi-entity environments - Strong business acumen and ability to advise beyond legal theory Benefits: Our benefits, perks, and compensation include the following: - Competitive compensation - Fully paid employee health coverage - Life insurance - Long-term disability insurance - Paid holidays, paid vacation, and 401k matching after 90 days of employment - Company-provided phone and laptop - A healthy work-life balance - A supportive learning environment

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Sales Specialist will report to the revenue growth manager and manage prospects who have already shown interest and conduct Consultations to deepen understanding of their goals, challenges, and financial needs. This role focuses on middle of the sales funnel qualification and advancing customers into the Document Request phase for formal quotes. As a bridge between initial lead generation and high-level advisory, the Sales Specialist identifies complex needs that require fractional CFO-level analysis and facilitates handoffs for paid Advisory Calls. Responsible for conducting in-depth consultations to diagnose financial challenges, address objections, and drive prospects into the Document Request phase for formal quoting. Key Responsibilities - Needs Analysis & Consultation: - Conduct structured and strategic consultations to assess financial readiness and specific service needs. - Diagnose critical business challenges, including revenue flow issues, compliance risks, and lack of forecasting. - Educate prospects on the distinctions between project-based work and ongoing advisory services. - Pipeline Progression & Conversion: - Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting. - Proactively address objections and reinforce the firm strategic value proposition. - Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote. - Advanced Escalation & Collaboration: - Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls. - Ensure seamless handoffs by providing detailed CRM notes and insights for the next stage of the sales journey. - Coordinate with internal teams to ensure documentation accuracy for proposals and onboarding. Qualifications - Bachelor’s degree in Business, Communications, Marketing, or a related field preferred. - Demonstrated success in consultative selling, ideally within financial or professional services. - Strong understanding of business financials, basic tax structures, and operational bottlenecks. Requirements - Skilled at using needs-based discovery techniques to uncover hidden pain points. - Ability to navigate complex concerns regarding high-level advisory fees and service value. - Proficient in maintaining detailed records to support departmental handoffs. Ideal Candidate Profile - You are a strategic communicator who excels at converting interest into action. - You possess a strong understanding of business operations and financial pain points for companies scaling beyond $5M. - You are skilled at strategic questioning and can maintain a calm, authoritative presence during complex consultative conversations. Personality & Behavior - Strategic Thinker: Motivated by helping business owners gain clarity and control over their finances. - Persistent Nurturer: Disciplined in follow-up without being aggressive; focused on the long-term relationship. - Solution-Oriented: Able to diagnose forecasting gaps, tax burdens, and operational bottlenecks effectively. - Collaborative Partner: Views the Business Development Specialist (BDS) as an equal partner in moving leads through the funnel.