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.
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.