Maintain regular contact with a medium-large book of 200+ subscriber accounts to ensure adoption, retention, and client satisfaction
Conduct general and targeted product reviews and perform specified research training (in-person and virtual)
Provide comprehensive customer service including technical troubleshooting, product access resolution, event and incident tracking and client-facing data reporting
Identify potential new users and practice area opportunities to enhance product adoption
Partner with sister LexisNexis products and Sales Organization on multi-product initiatives and retention strategies
Work closely with development teams to provide customer-centric feedback for product enhancements
Track all activity via CRM tools and adopt workflow management tools (Bookings, CoPilot, PowerAutomate, Salesforce, proprietary solutions)
Cultivate and maintain exemplary working relationships to support Intelligize NPS and retention goals
Requirements
Bachelor’s Degree required
MLS, JD or other advanced degree preferred
Industry knowledge of Securities disclosure and regulation highly favored
Experience performing simple and complex research assignments
Ability to speak/teach in front of groups (live or video)
Excellent verbal skills across professional levels; ability to identify needs and connect to solutions
Familiarity with CRM tools, including SalesForce, Tableau, PowerAutomate
Familiarity with communications tools including Outlook, Zoom, Teams
Comfortable with and able to learn new technologies and tools
Ability to travel up to 15% of the time
Benefits
Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits
Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan
Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
Annual Paid Time Off plus up to two paid days for Employee Resource Groups and volunteering
Flexible working hours and work/life balance initiatives
Study assistance and sabbaticals
Ability to work from home (multiple US home-based locations listed)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
research assignmentstechnical troubleshootingdata reporting
Soft skills
client satisfactionexcellent verbal skillsability to speak/teach in front of groupsidentify needs and connect to solutionscultivate working relationships