Account Manager

ACCOUNT MANAGER: Support law firm clients by managing accounts at Lexitas, succeeding through accuracy, responsiveness, and reliable follow-through.

LOCATION: This is a full-time, on-site position based at our Irvine office located at 7700 Irvine Center Drive, Suite 450, Irvine, CA.

PAY RATE: $20-$21/hr

BENEFITS: M edical, dental, and vision coverage; 401(k) with company match; paid time off and paid holidays, company paid maternity, baby bonding and military leave.

Join a High-Growth Legal Services Leader

ABOUT THE ROLE:

Lexitas is seeking a client-focused Account Manager to cultivate long-term relationships with law firm clients and ensure exceptional service delivery. In this fast-paced, high-growth environment, you’ll serve as the trusted point of contact for attorneys and their teams, managing a dedicated book of business and ensuring all case requests and record needs are met with urgency, accuracy, and professionalism. If you thrive in client advocacy, problem-solving, and detailed execution—this is the opportunity for you.

Lexitas is a rapidly growing national provider of legal and corporate support services, including court reporting, medical record retrieval, process service and legal talent. Built on a foundation of trust, professionalism, and innovation, Lexitas delivers customized solutions with unmatched personal service to clients across the U.S. and internationally.

KEY RESPONSIBILITIES:

• Manage and provide oversight for a dedicated book of client accounts

• Deliver bi-weekly case status updates and proactively communicate with clients

• Handle inbound client orders and requests, ensuring prompt, same-day resolution

• Verify identity of individuals requesting medical records and ensure secure record handling

• Coordinate with medical and legal offices on status updates and document requests

• Troubleshoot client concerns, identify root causes, and implement effective solutions

• Ensure HIPAA compliance and data confidentiality across all medical record processes

• Track and report client feedback, satisfaction trends, and escalated issues to leadership

• Manage a small number of high-priority client orders directly

• Perform other duties as assigned to support team and client success

WHAT YOU’LL BRING:

• Proven ability to multitask, prioritize, and thrive in a deadline-driven environment

• Exceptional communication skills—written, verbal, and interpersonal

• Detail-oriented with strong follow-through and accountability

• Creative problem-solving mindset and proactive approach to client needs

• Comfortable navigating legal documents such as subpoenas and affidavits (a plus)

• Service-first mentality with the agility to adapt in a fast-evolving workplace

• Proficiency with Microsoft Outlook, Word, Adobe Acrobat, and general digital tools

QUALIFICATIONS:

• High school diploma required; Bachelor’s degree preferred

• 3+ years of experience in a customer service or account management role

• Prior experience in legal services or medical record management is highly desirable

• Demonstrated ability to work collaboratively in multi-function, multi-location teams

• Excellent attendance, punctuality, and professional presence

SUPERVISORY RESPONSIBILITIES:

This role is not a supervisor position.

LANGUAGE SKILLS

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS

Little to no travel expected for this position.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled

If you require reasonable accommodation in the application process, please contact Human Resources at [email protected] for assistance. All other applications must be submitted online.