Transactional Research Solution Consultant

About our team

Intelligize is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance, transactional and financial reporting professionals. Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations, and other organizations stay compliant with government regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. Headquartered in New York City, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms.

About the role

As part of the Intelligize Sales Operations Team, the Solution Consultant is responsible for cultivating and maintaining excellent client-facing relationships with Intelligize subscribers.  In this post-sales role, the Solution Consultant will maintain regular contact with a medium-large book of business and make sure adoption, retention and overall client satisfaction is consistently achieved.

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

• 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

Work in a way that works for you

Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive. We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, study assistance and sabbaticals, we will help you meet your immediate responsibilities and your long-term goals.

Working for you

We know that your wellbeing and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer:

• 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

• Up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice

About the business

LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services.

Salary range

To be added when data can be disclosed

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We are 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.

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