Customer Success Specialist

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Company Description

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 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.

Job Description

  • Manage and grow a book of high-value subscription accounts
  • Build strong relationships and rapport with new and existing attorney clients through phone calls, emails and strategic meetings, 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 an 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

  • 1-3 years of relevant sales, client relationship, or client engagement experience
  • Strong presentation and communication skills
  • Working knowledge of Salesforce
  • Strong time management, prioritization, and follow-up skills
  • Ability to build and maintain strong relationships with clients
  • Ability to collaborate with CS team members and across departments
  • 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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • CSSLanguages
    • JavascriptLanguages
    • SqlLanguages
    • HTMLLanguages
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Google Cloud SDKLibraries
    • Sequelize ORMLibraries
    • AngularFrameworks
    • ExpressFrameworks
    • PostgreSQLDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • Google CloudServices
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • DocuSignCRM
    • HubSpotCRM
    • SalesforceCRM
    • MailChimpEmail
    • ZoomInfoLead Gen

An Insider's view of Expert Institute

What are some social events your company does?

During my time at Expert Institute, I've been a part of some awesome social events. I've been able to admire the Statue of Liberty during a boat cruise, master the nuances of wine and cheese virtually, and receive expert advice during our golf outing. These sponsored events offer something for everyone and I get to know my colleagues even better!

Meredith Kalberer

Associate Director, Medical Research Operations

What's the biggest problem your team is solving?

Every day, attorneys come to us to source experts to assist with their cases. Each case has unique challenges to overcome, whether it's the expert specialty, case theory, or jurisdiction requirements. Our team speaks with attorneys to learn more about their cases and experts in various industries to find the most suitable expert for these cases.

Celia

Director, Multidisciplinary Research

What is your vision for the company?

I envision the company expanding tremendously, keeping and growing its lead in the legal tech/services marketplace. In the years to come we'll remain the preeminent provider of expert access, while continuing to build out the best data & analytics on experts & intelligence on case types that help our clients achieve the best outcomes possible.

Bill

President

How does the company support your career growth?

Although we all have recurring daily responsibilities, Expert Institute encourages us to grow and refine our skills by getting involved in different and new initiatives. Continually learning and exploring new ways to optimize processes and solve challenges is ingrained into the culture here at EI!

Jason

Manager, Strategy & Analytics

What are Expert Institute Perks + Benefits

Expert Institute Benefits Overview

Expert Institute provides generous benefits to all employees, as well as competitive salaries and bonus compensation. Our benefits include medical, dental, and vision insurance, commuter benefits, 401(k) with employer match, generous parental leave, as well as free snacks and after-hours activities.

Culture
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Professional Development Benefits
Job training & conferences
Promote from within
Mentorship program

Additional Perks + Benefits

At Expert Institute, you will surround yourself with great people that do great things together. Sports leagues. Happy hours. Volunteer work. Not to mention an intellectual atmosphere that makes every day a new experience.

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