Field Solutions Consultant

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Execute general and focused product evaluations while conducting designated research consultations (both in-person and virtual) for a curated list of approximately 200+ subscribers.

• Deliver exceptional customer service to current users, including but not limited to: light technical troubleshooting, resolution of product access issues, tracking events and incidents, and providing client-facing data reports.

• Recognize potential new users, explore new practice area opportunities, and identify other elements to enhance product adoption.

• Collaborate with sister products within the LexisNexis framework, including joint efforts on multi-product initiatives.

• Work closely with development teams to offer customer-focused feedback regarding the design and implementation of product improvements.

• Partner with the Sales Organization to develop retention strategies and best practices that enhance the overall Customer Experience.

• Maintain technical tracking of all activities through CRM tools.

• Utilize workflow management tools, including but not limited to: CoPilot, PowerAutomate, Salesforce, ChatGPT 5, Gong, and proprietary workflow solutions.

• Foster and sustain exemplary working relationships with the user base to support Intelligize's NPS and retention objectives.

⛳️ Requirements

• A Bachelor’s Degree is required.

• An MLS, JD, or other advanced degree is preferred.

• Strong knowledge of securities disclosure and regulation is highly advantageous.

• Experience with both simple and complex research assignments is essential.

• Capability to speak and teach in front of groups (of varying sizes) in both live and video settings.

• Excellent verbal communication skills pertinent to all professional levels, with a focus on identifying needs and connecting them to solutions.

• Familiarity with CRM tools, such as Salesforce, Tableau, PowerAutomate, and others.

• Knowledge of communication tools, including Outlook, Zoom, Teams, and others.

• Comfort and ability to learn new technologies and tools, including but not limited to AI products and processes.

• Willingness to travel up to 15% of the time based on client needs.

🏝️ Benefits

• Healthy work/life balance.

• Support in achieving immediate responsibilities and long-term goals.

• Country-specific benefits.