Practice Management Advisor

⭐️ Do you love supporting customers while they move through meaningful transformation (or know someone who does)?

⭐️ Do you genuinely like helping people find answers, being positioned as a “go-to” resource, and are a natural at finding solutions?

Our rapidly growing, 100% online training company needs a caring, professional and performance-motivated Practice Management Advisor (PMA) to nurture our growing base of heart-centered lawyers. This full-time, remote role will work with attorneys in our introductory program by supporting them to successfully onboard, offer warm and helpful welcome calls, gain access to our platforms, ensure their questions in our community forum are answered, track necessary data accurately, support live group coaching calls, provide excellent and prompt communication in response to all email inquiries, and more.

At New Law Business Model, we help heart-centered Estate Planning lawyers (and those that want to be one) put human connection at the forefront of their practice, helping their clients’ families have proactive conversations that save relationships and protect their legacy. In this hybrid customer service - account management role, you’ll put connection with your lawyers at the forefront of your work. You’ll also have the freedom and independence to work from anywhere (providing you are available for North American business time zones), have immense opportunities for personal and professional growth, and work with other conscious people who are passionate about making a difference in the world. We’re a company that invests in you and rewards the energy you invest in us.

IS THIS YOU?

• You truly care about the success of others. You genuinely like helping people find answers, being positioned as a “go-to” resource, and are a natural at finding win-win solutions

• You’re a highly communicative human - you keep the people in your world informed of what’s happening and what you see. You enjoy checking in on people and making sure everyone feels important and thought of.

• You’re proactive, not reactive - you embody “anticipatory care”, often leaving people taken care of before they even knew they needed something (you might just have a natural ability to understand others’ needs, desires and viewpoints)

• You listen to your intuition when things feel off and you are able to respond in supportive ways to both customers and your team.

• You have a calming presence in chaos and have a gift for de-escalating situations and/or mediating emotional scenarios

• Not only are you a good listener, but you are comfortable sharing ideas based on feedback back to the team that could improve our product and processes

• You care about creating community and connection and love building long term relationships remotely. You love being the host of the party and making sure people feel included - (you’re either an extrovert in general OR you are an introvert in person but a social butterfly online) - you’re quick to engage and get everyone involved.

• You’re diligent about keeping track of various items and reliable in populating spreadsheets with updated information

• You’re coachable yourself, and open to feedback and adapting your approach to the way we teach and work with members

• You’re a go-getter and get things done. If a task is unfinished, you don’t stop until you’ve seen it through. ​You follow through with your commitments and honor your word without micromanagement

THIS ROLE:

As a Practice Management Advisor on our team, you will:

• Own the experience of a roster of members; you will be established as their go-to resource and advocate as you build a long-lasting relationship with them

• Demonstrate a strong ability to interface with many different staff and customers with ease, grace and kindness

• Demonstrate excellent organizational and tracking skills

• Handle member onboarding and offboarding and all the various steps contained in each of those processes (including conducting welcome calls and sequences for our new members across several platforms)

• Manage any care protocols affiliated with roster needs (i.e. re-engaging members when they’ve missed calls, getting to the core of any payment delays, etc)

• Triage and respond to incoming messages, providing excellent customer service

• Support the requests, tasks, accuracy and timeliness necessary behind the scenes for the Member Success Department and all platforms

• Shift gears from helpful guide to accountability coach based on what the member needs; holding an outlook that is uplifting and encouraging in supporting members to move the needle in their business

REQUIREMENTS:

We’re looking for someone who:

• Embodies the personality and demonstrates a skillset that’s aligned with the description above

• Is available to work 35-40 hours per week in North American timezones

• Has a high competency - or proficiency to learn quickly - in varying technologies, platforms and data management, including but not limited to: Keap (formerly InfusionSoft), ZenDesk, MemberHub, Facebook groups, Google suite.

• Is excited to make a long-term commitment that supports their own wealth and growth goals

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