Client Success Manager, Corporate Risk and Due Diligence

Job Description

Job Description

Client Success Manager, Corporate Risk and Due DiligenceAbout 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 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 :

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 seeking a service-oriented and detail-driven Client Success Manager to support our Corporate Risk Advisory and Diligence team. If you excel at managing complex processes, communicating with precision, and ensuring smooth client intake in high-stakes environments, we’d love to hear from you.

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.