Job Description

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

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

Additional Information

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