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Customer Success Specialist

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 and prioritization skills 
  • A positive and professional disposition
  • Continuous interest in learning and growth
  • Some travel required