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Serves as the primary point of contact for assigned clients, including general counsels, legal operations teams, and law firms, Focuses on understanding their needs and ensuring client satisfaction; Provides expert guidance and advice to clients on best practices for utilizing the software efficiently and effectively in their day-to-day operations; Collects and analyzes client feedback to drive product enhancements and contribute to the overall product roadmap; Translates complex technical information to clients and their technical teams; Works cross-functionally with account managers, product managers, support teams and software developers.

Provides in depth legal, news, financial and business research for the clients of HBR Consulting; Provides cost-effective legal and non-legal research and reference to attorneys, paralegals, administrative staff and clients using a variety of print and online resources; Creates and monitors alerts for news, SEC filings, dockets and other sources as requested; Routinely conducts SEC research, corporate research, litigation research and legislative research.

Managed a team of account managers who supported over 60 accounts and generated over $1 million in annual revenue;   Developed the onboarding process and client journey; Maintained client relationships with high quality service,  coaching and expectation setting; Innovated with new methods to support the client experience, results and retention; Provided sales and marketing support for small law firms; Monitored and tracked ad performance on digital marketing platforms such as Facebook, Google Search Ads, YouTube and Tik Tok; Supported estate planning, bankruptcy, personal injury, and family law firms.

Reviewed harassment and misconduct allegations filed by Forest Service employees; Conducted interviews with all parties; Provided detailed statements for the employee’s signature; Gathered documentation and sworn statements; Created a detailed report for Employee Relations with recommendations for action if needed; Assisted in identifying patterns and deficiencies that need management attention; Investigated and offered solutions to employee complaints and concerns.

Partnered with clients and maintained relationships; Focused on driving usage and retention; Worked closely with clients to assist in conducting financial, legal, legislative and regulatory research; Identified helpful resources, assisted with research questions; Conducted presentations, trainings (including CLE’s for attorneys) and hosted events for clients; Worked directly with sales representatives to share leads information based on developing relationships.

Conducted legal, medical, psychological, business and general research; Acquired research data from diverse sources including books, Lexis Nexis, Westlaw, Accurint, Proquest, PsychInfo, Dun & Bradstreet; Compiled legislative histories, Maintained in house databases; Researched expert witnesses; Facilitated interlibrary loans; Evaluated information resources and solved computer problems; Created and maintained RSS feeds; Provided legal research training; Developed training classes.