Client Advisor, Managed Billing jobs in United States
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Expert Institute · 2 days ago

Client Advisor, Managed Billing

positionMilwaukee, WI
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. As a Client Advisor on the managed billing team, you'll be a crucial link between Expert Institute and our attorney-clients, directly impacting case outcomes through expert witness selection and strategic consulting.

ConsultingInformation TechnologyLaw EnforcementLegalLegal Tech

Responsibilities

Lead comprehensive case intake conversations with attorneys
Analyze case theories and develop targeted expert witness search strategies
Translate complex legal needs into actionable research parameters
Oversee end-to-end client engagements
Ensure timely delivery and exceptional quality of all deliverables
Build and maintain strong relationships with attorney clients
Present findings and recommendations to key stakeholders
Proactively identify and resolve potential challenges
Serve as a trusted advisor throughout the litigation process

Qualification

Client service experienceAnalytical skillsProject managementLegal experienceResearch skillsAttention to detailCommunication skillsProblem-solving

Required

Bachelor of Science or Bachelor of Arts
1-3 years of client or customer service experience
Exceptional attention to detail and commitment to accuracy
Strong analytical and critical thinking abilities
Demonstrated ability to work independently in a fast-paced environment
Outstanding written and verbal communication skills
Proven track record of meeting deadlines and managing multiple priorities
Natural problem-solver with a creative approach to challenges
Previous experience in legal, research, or professional services industries

Company

Expert Institute

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Glassdoor3.8
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Expert Institute is empowering firms with the world’s leading expertise.
dateFounded in 2011
location
New York, New York, USA
people-size201-500 employees
web-link
https://expertinstitute.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Spectrum Equity
2024-09-30Acquired
2018-01-16Private Equity

Leadership Team

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Michael Talve
CEO / Board Director
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Wendy Ketner
Senior Vice President, Medical Affairs
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Recent News

San Diego Union-Tribune
Are you a laid-off professional? Here are some part-time gigs.
2025-11-10
PE Hub
LLCP-backed Expert Institute acquires ExpertConnect Litigation Support
2025-06-18
Morningstar.com
Expert Institute Acquires ExpertConnect Litigation Support, LLC, Expanding Leadership in High-Stakes Expert Witness Consulting
2025-06-17
Company data provided by crunchbase