Customer Success Manager

Posted 4 Days Ago
New York, NY
Hybrid
3-5 Years Experience
Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Expert Institute gives lawyers access to world-class experts, unparalleled intelligence, and cutting-edge legal-tech.
The Role
Manage and grow high-value subscription accounts, build strong client relationships, track account health, present proposals, increase service usage, collaborate with teams, stay updated on legal industry news, support CS and Sales team.
Summary Generated by Built In

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.

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. 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.

ABOUT THE POSITION:

  • 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

YOUR BACKGROUND:

  • 3-6+ 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.


Total compensation: 80k - 140k+ OTE

Top Skills

Salesforce

What the Team is Saying

Austin
Nora
Olivia
Chelsea
Meredith
Jason
Celia
Bill
The Company
New York, NY
215 Employees
Hybrid Workplace
Year Founded: 2010

What We Do

Founded in 2010, Expert Institute has established itself as a pioneer in legal technology. Renowned for offering unparalleled access to world-class experts, comprehensive legal data, and cutting-edge expert research, Expert Institute has reshaped the way legal professionals approach case preparation and litigation strategy. At the heart of their innovation is Expert iQ, a cloud-based SAAS platform offering case management solutions designed to meet the needs of the modern legal landscape, integrating advanced technology with ease of use.

Expert Institute's influence extends across North America, having partnered with over 5,000 law firms. They are distinguished for their dynamic blend of research capabilities, deep medical insights, and commitment to client satisfaction. This combination of expertise, technological advancement, and customer-centric approach makes Expert Institute a transformative force in legal tech. They are redefining the standards of legal practice, enabling lawyers to navigate the complexities of their cases with unprecedented efficiency and effectiveness.

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
New York, NY

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