Conduct general and targeted product review and perform specified research training (both in-person and virtual) for a curated subscriber account list of 200+ accounts
Provide comprehensive customer service to existing users, including by not limited to: light technical troubleshooting, product access resolution, event and incident tracking and client-facing data reporting
Identify potential new users, new practice area opportunities and other elements of enhanced product adoption
Partner with sister products on the LexisNexis side, including collaboration for multi-product initiatives
Work closely with development teams to provide customer-centric levels of feedback regarding the design and implementation of product enhancements
Partner with the Sales Organization on retention strategies and best practices for the overall Customer Experience
Technical tracking of all activity via CRM tools
Adoption of workflow management tools including but not limited to: Bookings, CoPilot, PowerAutomate, Salesforce and proprietary workflow solutions.
Cultivate and maintain exemplary working relationships with user base and ultimately support the 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 (of varying sizes) in a live or video setting
Excellent verbal skills relevant to all levels of professionals; with emphasis on the ability to identify needs and connect those to solutions
Familiarity with CRM tools, including SalesForce, Tableau, PowerAutomate, others.
Familiarity with communications tools including Outlook, Zoom, Teams and others
Comfortable with, and able to learn, new technologies and tools
Ability to travel up to 15% of the time as client needs dictate
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
In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
research assignmentstechnical troubleshootingdata reportingproduct access resolutionevent trackingincident trackingcustomer service
Soft skills
excellent verbal skillsability to teachrelationship buildingcustomer-centric feedbackidentifying needsconnecting solutions