Customer Success Manager

Posted 15 Days Ago
Hiring Remotely in Milwaukee, WI
Remote
Hybrid
Mid level
Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Expert Institute is a high growth start-up that has been disrupting the legal-tech space since 2010.
The Role
The Customer Success Manager at Expert Institute is responsible for managing high-value subscription accounts, building relationships with attorney clients, overseeing client communications, and maximizing retention rates. They work closely with sales to prepare accounts for renewal and support the Medical and Research teams in delivering an exceptional client experience.
Summary Generated by Built In

Company Description

At Expert Institute, we’re building the smarter future of legal technology. Through our cloud-based service platform, Expert iQ, we empower attorneys with the resources, data, and insights they need to prepare for and win their cases. 
Our sales department moves quickly, but so does your potential for promotion. Our leaders value sales development and training—every team member has a track towards success. If you’re ready to meet ambitious goals and drive growth in one of the most explosive tech verticals, we want to hear from you.

Job Description

Our Customer Success organization is a dynamic, tight-knit team building client relationships and leading retention. As a member of the Customer Success team, you’re both a face of Expert Institute and a strategic partner to our clients. Our Customer Success team members understand the pulse of the legal industry and can communicate how our expert services will transform a firm’s caseload.

Customer success operations move quickly, but so does your potential for promotion. Our leaders value development and training—every team member has a track towards success. Plus, top performers are invited to an all-expense paid annual Leaders Club trip to a sunny destination (public health permitting). If you’re ready to meet ambitious goals and drive growth in one of the most explosive tech verticals, we want to hear from you.

  • Manage and grow a book of high value subscription accounts
  • Build strong relationships and rapport with our existing attorney clients through phone calls, emails and onsite visits, serving as their primary point of contact 
  • Oversee client communications, track account health and work closely with Sales to prepare accounts for renewal
  • Present proposals and discuss pricing with renewing accounts
  • Strategically increase usage of our service within each firm and maximize retention rates
  • Work closely with our Medical and Research teams to deliver exceptional client experience
  • Bring passion, high energy, and a strategic mindset to help us provide superior service
  • Stay up to date on the latest and most relevant legal industry news and updates
  • Support other members of the CS and Sales team with tasks and projects as needed

Qualifications

  • 2-6+ years of relevant sales, client relationship, or client engagement experience
  • Experience at a SaaS company preferred
  • Salesforce experience preferred but not required
  • Strong presentation and communication skills
  • Knowledge of legal industry is a plus but not required
  • Ability to work autonomously and in a team setting in a fast paced startup environment
  • A positive and professional disposition
  • Continuous interest in learning and growth
  • Some travel required

Additional Information

All your information will be kept confidential according to EEO guidelines.

Top Skills

Salesforce

What the Team is Saying

Austin
Nora
Chelsea
Meredith Kalberer
Celia
Bill
Jason
The Company
Milwaukee, WI
185 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.

Our team is composed of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for the brightest talent to join our team.

Why Work With Us

Expert Institute is a team of born innovators making an impact on the legal-tech industry. We are focused on creating a truly fantastic culture with meaningful team values. Our employees are our greatest assets, and we believe in providing the support and guidance to help our employees grow, and position them for success throughout their career.

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Expert Institute Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Milwaukee, WI
New York, NY
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