Offer summary

Qualifications:

Strong outbound calling experience and excellent communication skills., Demonstrated knowledge and experience with CRM software., High school diploma or equivalent is required., A positive attitude and willingness to learn and grow in the role..

Key responsabilities:

Make outbound calls to welcome new clients and conduct onboarding.

Cold call law firms to introduce Practice AI's services and schedule product demonstrations.

Train clients on using Practice AI effectively and ensure their adoption of the system.

Gather client feedback and report insights to the product team for improvements.

Job description

About Practice AI:

Practice AI is a fast-growing SaaS platform serving the legal and medical industries. We offer AI-powered tools like AI Demands, AI Medical Summary, and more modules launching soon to help law firms and practices automate their operations and improve case management.

Job Overview:

We are hiring Client Success Representatives to actively support new client sign-ups. This role requires a high volume of outbound calls to welcome clients, offer training, invite their team members, help them adopt Practice AI into their daily operations, and cold call law firms to introduce our services.

Key Responsibilities:

Client Welcome and Onboarding

Make outbound calls to all new leads and new sign-ups to welcome them.
Cold call law firms to introduce Practice AI's services.
Schedule and conduct live or virtual product demonstrations.
Train clients and their teams on how to use Practice AI effectively.
Answer client questions and solve any issues during onboarding.

Client Adoption and Retention

Make follow-up outbound calls to ensure clients are using the system fully.
Help clients test modules like AI Demands and Case Summary.
Build strong relationships with clients to encourage retention and referrals.

Sales and Outreach

Engage potential users within client law firms through continuous outreach.
Identify opportunities to expand usage inside each firm.
Assist in creating sales materials and strategies.

Feedback and Product Improvement

Gather client feedback during training and usage.
Report client insights to the product team to support improvements.

Requirements

Strong outbound calling experience.

Excellent negotiation and deal closing skills.
Excellent communication skills (phone, Zoom, email).
Demonstrated knowledge and experience with CRM software usage and management
Experience in handling B2B campaigns is a plus
A positive attitude and willingness to learn and grow in the role
Willingness to work in US time zones (PST, EST, CST).
High school diploma or equivalent.

System and Work Setup Requirements

A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues.
Own PC/laptop with 8GB RAM, and a processor of Core i5 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage
Headset/earphone with noise cancellation and webcam at 720p or higher resolution
A designated, quiet, and well-organized workspace free from distractions to facilitate focused work

Benefits