Company Description

At Expert Institute, we’re building the future of legal technology. Our cloud-based expert consulting platform, Expert iQ, empowers attorneys with the expertise and solutions they need to win.

We’re proud to support many of the nation’s most prominent law firms. Together with our network of 3 million+ subject matter experts, we’ve played a significant role in securing over $20 billion in recovered value. Over the past decade, we’ve worked on the most prominent cases, ranging from recent civil rights, Big-Tech, pharma, and major league sports-related litigation.

We’re making all of this happen through a SaaS-enabled model: our team is the fuel helping the expert engine run. We’re a team of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for growth-minded individuals to join the team.

Job Description

New product introduction and delivery is paramount to client development and success. We are seeking a Client Development Associate on our Customer Success team that will interact with attorney clients by conducting client onboardings, software implementation, and new product promotion. The Client Development Associate will also be responsible for deepening awareness of our new initiative, the Transcript Network, through targeted phone and email outreach. 

The ideal candidate should be able to present information and gather feedback on the Transcript Network and its available incentives both internally and externally. The Client Development Associate will also utilize tools to collect data on expert depositions and testimony transcripts. You will be working in two of our developed platforms, Expert iQ and Data Central, which enable our products and legal clients to interact with expert witnesses within our network. This position reports directly to the Senior Implementation Specialist and has a great opportunity for advancement.

  Our Client Development Associate will:

  • Support the Senior Implementation Specialist with client webinars and demonstrations and conduct software integration training sessions in order to onboard clients to the Expert IQ platform; provide and an implementation experience that sets up clients for success

  • Conduct targeted and persistent outreach via phone calls and emails to existing attorney-clients in order to increase participation in the Transcript Network, communicate new product features, and build strong relationships with law firms

  • Work closely and strategically with Customer Success representatives to coordinate participation and increase client knowledge of the Transcript Network

  • Schedule and conduct virtual platform demonstrations with attorney-clients and client staff in order to provide a further understanding of the Transcript Network

  • Continuously incorporate Expert Institute’s new products and services into client outreach activities

  • Work cross functionally with the Content department and assist with the management, and organization, and uploading of documents submitted by attorney-clients

  • Communicate often and effectively with internal departments such as Product, Marketing, and Legal Research about new product launches 

  • Coordinate with management to ensure that outreach processes are implemented efficiently, and that all communication with other programs/departments is conducted properly and timely

  • Utilize and/or gain knowledge of the legal process and terms in order to overcome objections related to deposition and testimony transcripts


  • 1-3 years of experience in B2B sales  and/or experience in a client facing role 

  • Proven ability to achieve and exceed KPIs, quotas, and goals

  • Bachelor’s degree in related field

  • Ability to work autonomously and in a team setting in a fast paced startup environment

  • Strong written and verbal communication skills and customer service experience

  • Previous experience performing client outreach initiatives

  • Strong skill set in cold and/or warm calling and overcoming objections 

  • Experience in the SaaS industry is strongly preferred

  • Interest in Product and/or Tech is strongly preferred  

  • Some paralegal experience or understanding of litigation activity within the context of the legal process is a plus

  • Ability to think quickly and critically, and pay close attention to detail 

  • Continuous interest in learning and growth

  • Ability to meet deadlines

  • Working knowledge of office-based applications, Google products

  • Experience with Salesforce is strongly preferred 

  • Interest in starting or continuing a career in the legal field

Additional Information

All your information will be kept confidential according to EEO guidelines.

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