InfoTrack US

Client Experience Specialist

United States full-time Entry $20 - $27
full-time Entry level Technology & IT Salary listed Curated
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About the role

About One Legal, an InfoTrack Company
One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us.
About the role
As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources.
In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success.
This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT.
Responsibilities
Client Experience:

Lead clients through the One Legal platform to complete tasks.

Maintain accurate client records in Salesforce.

Own your learning and communicate effectively with your manager.

Advocate for clients by reviewing materials and providing feedback to internal teams.

Solve problems efficiently, ensuring a high-quality client experience.

Represent the client's voice to influence product improvements.

Driver of Results:

Seek solutions to enhance the employee experience and celebrate team successes.

Collaborate with your manager to meet corporate goals.

Understand and act on key KPIs to consistently deliver exceptional client service.

Continuously improve the client experience through proactive learning.

Operational Excellence:

Embrace new technology to improve service and efficiency.

Address productivity issues with your team and suggest improvements.

Assist in onboarding new team members.

Focus on de-escalation to minimize client delays.

Follow all policies and guidelines.

Participate in discussions to ensure consistent practices and communication.

Requirements

2+ years in Customer Support, with a preference for Call Center experience.

2+ years working with CRM systems; Salesforce experience preferred.

Experience in SaaS, especially in legal services, is a plus.

Skilled in optimizing telephonic support systems; DialPad experience preferred.

1+ years in legal/litigation support preferred.

High school diploma required; advanced studies or equivalent work experience valued.

Compensation
The anticipated starting base pay range for this role is listed below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications.
$20.00 - $27.00 per hour
Benefits
What Sets InfoTrack apart
At InfoTrack, we’re committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you’re here and supports you when you’re not. We built our benefits package to prove that we’re committed to you having everything you need.
Our benefits guide, located here, illustrates what we offer full-time employees and a sneak preview is below

401(k) Match

Medical, Dental, & Vision Insurance

Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance

20 Days of Paid Time Off (PTO)

11 Paid Holidays

“Be Me Time” off for mental health, re-charging, volunteering

Matching Gift Program

Our Commitment
We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.
InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Entry
Technology & IT CRM Customer Service Remote Collaboration Client Experience Entry level

Likely questions

  1. Tell us about work you have done that is close to the Client Experience Specialist role.
  2. How would you approach your first 30 days at InfoTrack US?
  3. Which of CRM, Customer Service and Remote Collaboration have you used recently, and what did it help you achieve?
  4. What have you learned quickly in a past role, project, or training experience?
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Customer Service and Remote Collaboration.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Client Experience Specialist role because I can bring practical experience in CRM, Customer Service and Remote Collaboration, learn the team quickly, and contribute to the outcomes InfoTrack US needs from this hire.

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