As part of the Intelligize CX Team, the Customer Success Manager is responsible for cultivating and maintaining excellent client-facing relationships with Intelligize subscribers. In this post-sales role, the CSM will maintain regular contact with a medium-large book of business and make sure adoption, retention and overall client satisfaction is consistently achieved.
Key Responsibilities:
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
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: Calendly, PowerAutomate, Camtasia, Salesforce and proprietary workflow solutions.
Cultivate and maintain exemplary working relationships with user base and ultimately support the Intelligize NPS and retention goals.
Qualifications:
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, WebEx, Teams, Calendly 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
LexisNexis, a division of RELX Group, is an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form: https://forms.office.com/r/eVgFxjLmAK .
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