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Client Success Specialist
2 months ago
Company Overview:
At Expert Institute, we are pioneering the future of legal technology. Through our innovative cloud-based platform, Expert iQ, we equip legal professionals with essential resources, data, and insights necessary for effective case preparation and success.
Role Summary:
The Customer Success division is a vibrant and cohesive team dedicated to fostering client relationships and enhancing retention. As a vital member of this team, you will serve as both a representative of Expert Institute and a strategic ally to our clients. Our Customer Success professionals possess a deep understanding of the legal sector and are adept at conveying how our expert services can revolutionize a firm's case management.
Key Responsibilities:
- Manage and cultivate a portfolio of high-value subscription accounts.
- Establish and maintain strong relationships with our attorney clients through various communication channels, including calls, emails, and in-person meetings.
- Oversee client interactions, monitor account health, and collaborate closely with the Sales team to prepare accounts for renewal.
- Present proposals and negotiate pricing with renewing clients.
- Strategically enhance the utilization of our services within each firm to maximize retention rates.
- Collaborate with our Medical and Research teams to ensure an exceptional client experience.
- Bring enthusiasm, high energy, and a strategic approach to delivering superior service.
- Stay informed on the latest developments and trends within the legal industry.
- Assist other members of the Customer Success and Sales teams with various tasks and projects as required.
Qualifications:
- 2-6+ years of relevant experience in sales, client relationship management, or client engagement.
- Experience in a SaaS environment is preferred.
- Familiarity with Salesforce is advantageous but not mandatory.
- Excellent presentation and communication skills.
- Knowledge of the legal industry is beneficial but not essential.
- Able to work independently and collaboratively in a fast-paced startup atmosphere.
- Exhibit a positive and professional demeanor.
- Demonstrate a continuous desire for learning and personal growth.
- Willingness to travel as needed.
Additional Information:
Your information will be kept confidential in accordance with EEO guidelines.