Client Experience Specialist

expertinstituteΒ· Customer Success
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About this role

Company Description

Expert Institute is #1 technology platform connecting litigation attorneys with expert witnesses. We are pioneers and disruptors in the legal space. Simply put, we pair attorneys with the perfect expert witnesses to win high-stakes cases and be the hero for the people, families, and businesses they serve.

In our history, we have had a helping hand in billions of dollars in settlements and verdicts for our clients. We have helped all kinds of litigators work on all types of cases including many national headline cases involving well-known brands like Google, Uber, Microsoft, Facebook, the NFL, the MLB and many others.

Job Description

Who You Are

  • Highly organized and proactive relationship manager who thrives in a fast-paced environment

  • A proactive relationship builder passionate about delivering white-glove client service and driving long-term engagement.

  • Excels in a fast-paced, dynamic environment, managing multiple accounts and priorities effectively.

  • A strategic thinker capable of analyzing client usage trends and translating those insights into actionable strategies.

  • A dynamic communicator skilled in leading product demos, training sessions, and client-facing meetings.

  • A collaborative people person who builds strong internal and external rapport.

The Role

The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and utilization. This role is a critical part of a firm's initial three-month experience, overseeing engagement, strategy, and outcomes to ensure a successful conversion to a long-term partner. Serving as a key strategic partner to both clients and internal teams, the manager proactively monitors account health, coordinates outreach, and delivers a high-touch experience designed to increase long-term value and retention.

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Qualifications

What You’ll Do

  • Lead and coordinate onboarding for new trial accounts, ensuring seamless activation and user setup.

  • Host weekly internal strategy sessions with the teams to review account health, usage trends, and outreach plans.

  • Monitor account usage and proactively identify opportunities to improve engagement and product adoption

  • Develop and execute strategic outreach campaigns to drive product adoption and identify expansion opportunities.

  • Conduct high-touch product demos and training sessions for both new and existing users.

  • Partner cross-functionally with Sales, Client Advisory and LNC teams to deliver a white-glove customer experience.

  • Maintain detailed account insights to prioritize engagement and maximize long-term partnership value.

Additional Information

Why Join Us?

  • Full benefits: Medical, Dental, Vision, 401(k) with match

  • Work in a dynamic, fast-paced environment where you can have a voice

  • Be part of a team that values curiosity, innovation, and professional growthΒ 

Frequently Asked Questions

Is the salary disclosed for the Client Experience Specialist position at expertinstitute?
The salary for this Client Experience Specialist role at expertinstitute is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Experience Specialist position at expertinstitute located?
This Client Experience Specialist role at expertinstitute is based in Milwaukee, Milwaukee, WI, United States, WI, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Experience Specialist role at expertinstitute full-time or part-time?
This is listed as a Full time position. It is posted as a Client Experience Specialist role in the Customer Success department at expertinstitute.
Which team or department does the Client Experience Specialist at expertinstitute belong to?
This Client Experience Specialist position is part of the Customer Success department at expertinstitute. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Experience Specialist position at expertinstitute?
Click the "Apply Now" button on this page. You will be redirected to expertinstitute's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Client Experience Specialist job at expertinstitute posted?
This Client Experience Specialist position at expertinstitute was posted on May 21, 2026. Apply as soon as possible β€” early applications are often reviewed first.
Client Experience Specialist
expertinstitute
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