Research Analyst - Managed Billing

ABOUT US

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.

ABOUT THE POSITION

This is a unique opportunity for those interested in building a career in a client-facing role or within the legal industry. Research Analysts are the foundation of Expert Institute’s Expert Search service- which is responsible for sourcing, screening and vetting expert witness candidates who will aid in the litigation needs of attorney clients. A valuable addition to a law firm’s workflow, Research Analysts act as consultants to provide the research and insight that clients need to make an informed, data-backed decision. This team plays a critical role in supporting engagements where revenue is generated through managed billing. Under this business model, our company manages all billing and invoicing between expert consultants and attorney clients.

On a daily basis, you will:

• Receive and review invoices from different individuals (Experts) for accuracy and completeness, ensuring all required itemization is included.
• Enter invoice data into Salesforce and generate corresponding client-facing invoices.
• Send invoices to attorney clients and follow up as needed to ensure timely payment.
• Maintain clear, consistent communication with both experts and attorneys via email and phone.
• Manage follow-ups and clarifications related to invoice submissions, payments, and related documentation.
• Provide exceptional customer service and maintain professionalism in all interactions.

No two projects are ever the same and the deliverables we provide our clients play a significant role in the outcomes of litigation. As a result, our Research Analysts must be insightful, pay close attention to detail, be great teammates, and strive to create an outstanding client experience.

Qualifications

• Internship to 3+ years of relevant work experience
• Bachelor’s degree preferred
• A client-focused mindset, prior customer service experience is a plus
• Excellent communication and active listening skills
• Ability to learn complex material and multitask
• Continuous self-learner and a competitive drive
• Proven experience being a great teammate
• Ability to work autonomously and achieve individual performance metrics
• Computer literacy; comfortable using cloud-based solutions to manage day-to-day business (i.e. Salesforce)
• Strong work ethic and a positive presence

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