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Customer Success Manager

Milwaukee, WI, United States

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 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.

BENEFITS & MORE:

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.

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