Field Solutions Consultant

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

📋 Description

• Conduct general and targeted product evaluations and offer specified research consultations (both in-person and virtual) for a curated list of approximately 200+ accounts.

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

• Identify potential new users, explore opportunities in new practice areas, and enhance overall product adoption.

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

• Work in close partnership with development teams to provide customer-focused feedback regarding the design and execution of product enhancements.

• Collaborate with the Sales Organization on retention strategies and best practices to improve the overall Customer Experience.

• Track all activities technically using CRM tools.

• Utilize workflow management tools such as CoPilot, PowerAutomate, Salesforce, ChatGPT 5, Gong, and proprietary workflow solutions.

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

⛳️ Requirements

• A Bachelor’s Degree is mandatory.

• An MLS, JD, or other advanced degrees are preferred.

• Strong industry knowledge of securities disclosure and regulation is highly valued.

• Experience in executing both simple and complex research tasks.

• Ability to present and teach in front of groups (of varying sizes) in both live and video formats.

• Outstanding verbal communication skills relevant to all professional levels; with a focus on identifying needs and linking them to solutions.

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

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

• Comfortable with and capable of learning new technologies and tools, including but not limited to AI products and processes.

• Willingness to travel up to 15% of the time as client needs require.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Flexible work hours.

• Paid time off.

• Remote work options.