Client Success Manager, Corporate Risk, Disputes & Due Diligence
Mintz Group
- Location
- Hybrid (Washington, District of Columbia · Washington, District of Columbia)
- Compensation
- $100k - $120k/yr
- Employment
- Full-time
- Level
- Mid Level
About the role
Mintz Group is a global investigative firm specializing in background checks, due diligence, and risk mitigation for high-value transactions. The Client Success Manager role manages case intake, ensures jurisdictional compliance, and coordinates with investigative teams to support pre-deal diligence.
Skills
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401k plan
- Life insurance
- Parental leave
Perks
- Discretionary bonus
- Flexible time off
- Hybrid work
Full job details
Client Success Manager, Corporate Risk, Disputes and Due 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?
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 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 Responsibilities
Client 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
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.