Integreon Intermediate LLC

Manage customer lifecycle, drive adoption, retention, and revenue growth, and coordinate with internal teams to ensure project success. | At least 3 years in a customer success or SaaS role, with technical understanding of software/web technologies, and experience working with C-level clients. | Role Summary As a key member of our Customer Success team, this role is technically savvy, highly organised and for somebody that’s great at handling people. You will be accountable for managing the success of the full customer lifecycle and demonstrating best practices by consistently executing with excellence our standard processes and procedures and modeling and ensuring adoption for direct reports, if applicable. Equally comfortable liaising with C-level clients, you’ll drive value across each customer account within your territory by increasing adoption, growing revenue, enabling and procuring customer advocacy – all with a keen eye to retention. You will be well-rewarded for your success with a good base salary and outstanding commission scheme, plus many of the perks you would expect in a bigger business. Responsibilities and Duties • Set the strategic tone, direction, and supervision of how to works with clients. This includes overseeing client needs, staffing, strategy, and quality of work in accordance with issued processes, policies and procedures.• Management of customer expectations and being a focal point for customer service issues• Support the customer success team to ensure quality execution that drives towards the client’s business objectives and key metrics.• Management of customer expectations and being a focal point for customer issues• Increase ARR across existing accounts through the execution of growth / upsell strategies.• Drive retention for each account through customer advocacy, increased usage and adoption strategies• Ongoing post-implementation support and account management• Ensure that all projects are delivered on time, within scope and within budget.• Develop and run a detailed project plan to track the progress.• Use appropriate verification techniques to manage changes in project scope, schedule and costs. • Manage the relationship with the client and all stakeholders.• Establish and maintain relationships with third parties/vendor.• Relationship-focused client management, that aligns client and vendor goals for mutually beneficial outcomes• Coordinate with various internal teams to build the right strategies to help the existing customer base.• Implement an effective strategy that results in decreased churn and increased upsell opportunities.• Focus on customer intimacy – deliver business impact and innovative improvements by understanding our customers’ key business issues and opportunities.• At least 3 years experience in a similar role• SaaS experience essential, legal services experience desirable• Solid technical background, with a demonstrable understanding of software development and web technologies• Excellent client-facing and internal communication skills• Excellent written and verbal communication skills• Occasional international travel• Experience working with/presenting to C-level executives.• Business process management experience and expertise• Proven track record of successfully managing customer relationships and results delivery. Required Skills/Abilities • Self-starter with the ability to handle ambiguity, utilize robust problem-solving skills, demonstrate situational agility, manage parallel efforts, and communicate effectively.• Ability to influence through persuasion, negotiation, and consensus-building with senior level leaders, customers, and internal stakeholders.• Knowledge managing in a SaaS environment• Strong empathy for customers and their business challenges.• Proven track record in the management of global service delivery operations• Experience with Salesforce.com, JIRA, and other engagement tools is a strong plus.• Excellent communication skills with customers and key executives.• Ability to identify risks and dependencies and put in place plans to mitigate them. Education and Experience • At least 3 years experience in a similar role• SaaS experience essential, legal services experience desirable• Solid technical background, with a demonstrable understanding of software development and web technologies• Excellent client-facing and internal communication skills• Excellent written and verbal communication skills• Occasional international travel• Experience working with/presenting to C-level executives.• Business process management experience and expertise• Proven track record of successfully managing customer relationships and results delivery. Company Information Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations and professional services firms. Our highly trained, experienced staff of over 3,000 employees globally service a comprehensive range of client needs that require scale and expertise, enabling clients to become more operationally efficient. Integreon works with corporations and law firms who rely on our team’s experience and expertise in documents, administrative and business services. With delivery centres on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore and onsite delivery of our award-winning services. If you are exceptional at what you do, we would love to put you to work in an exceptional company in an exceptional position. We are One. We are On. Follow us https://www.linkedin.com/company/integreon/ Visit us at www.integreon.com Pay Range USD $40,000.00 - USD $50,000.00 /Yr.

The Administrative Specialist is responsible for professional communication with customers and effective project management to meet client needs. This includes assigning project work, monitoring project status, and maintaining ISO standards. | Candidates must demonstrate expert skills in Microsoft Office and have experience with Oracle. A 2-year degree or 4 to 5 years of office-related work experience is required. | Role Summary This position is responsible for professional communication with customers, effective utilization of Integreon’s Workflow management tools, establish project priority to meet deadlines, and will work with Integreon Associates to appropriately assign projects to meet client needs. This position works up to 40 hours weekly on a specific assigned shift. The employee is responsible for accurate and timely completion of the principal responsibilities mentioned below. Responsibilities and Duties • Working with Integreon Associates to assign project work as needed to meet client needs. • Answering customer phones and responding to customer e-mail with professional and concise communication regarding project status. • Monitoring e-mail inboxes for incoming projects and setting up projects using a workflow management tool. They may also assist in coordinating, prioritizing and monitoring incoming projects. • Managing and prioritizing projects to meet deadlines. • Working to support the Intake Administrative Specialists with other duties as assigned. • Maintaining and supporting ISO standards through creation and updating of documentation and compliance with all security standards. • Responsible for maintaining and supporting ISO standards through creation and updating of documentation and compliance with all security standards. Required Skills/Abilities • Must be able to demonstrate expert skill in using Microsoft Office suite of product for word processing, spreadsheet and database, as well as Adobe Acrobat. • Must have previous experience with or ability to learn Oracle. • Must be able to operate standard office equipment, such as telephones, personal computers, office machines and adding machines. • Must have ability to multi-task and oversee multiple projects at any given time, as well as perform accurately under time pressure and constraints. • Ability to maintain confidential information and work in a fast paced, dynamic and creative organization. • Must possess the ability to communicate effectively with employees and customers in a friendly, pleasant manner. • Must possess skills of detailed oriented, well-organized, self-motivated, problem solver who can work independently. • Must be able to operate with confidential information. • Must be an excellent record keeper and process the position requirements with little direction. • Must be able to follow processes and instructions as outlined by client Education and Experience • 2-year degree or 4 to 5 years of office related work experience • 1 or 2 years of computer related experience Benefits Health, vision, dental, 401k, PTO and tuition discount Company Information Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations and professional services firms. Our highly trained, experienced staff of over 3,000 employees globally service a comprehensive range of client needs that require scale and expertise, enabling clients to become more operationally efficient. Integreon works with corporations and law firms who rely on our team’s experience and expertise in documents, administrative and business services. With delivery centres on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore and onsite delivery of our award-winning services. If you are exceptional at what you do, we would love to put you to work in an exceptional company in an exceptional position. We are One. We are On. Follow us https://www.linkedin.com/company/integreon/ Visit us at www.integreon.com Pay Range USD $16.00 - USD $17.00 /Yr.

The Intake Administrative Specialist provides administrative support to the assigned client, including meeting preparation, report preparation, and maintaining personnel records. The role requires accurate and timely completion of various administrative tasks as requested by the client. | Candidates must have a 2-year degree or certification in office-related work, or 4-5 years of relevant experience. Proficiency in Microsoft Office Suite and the ability to maintain confidentiality are essential. | Role Summary The purpose of this position is to provide administrative support to the assigned client. The duties in this position may range from meeting preparation, internal and external correspondence, report preparation, document and word processing assistance and many other administrative duties as requested. This position works up to 40 hours weekly on a specific assigned shift. The employee is responsible for accurate and timely completion of the principal responsibilities listed below. Responsibilities and Duties Assisting with all administrative requests from the specific client. Accurately maintaining all personnel records, both electronic and hard copy. Assisting with gathering requested information from the client. This position may then create PDF's and email documents as necessary. Administrative support to the client that includes weekly report preparation following a specific report format, presenting reports back to the client in a final presentation format and maintaining records associated with all requests and inquiries for each report. Working with the client to post rulings and other information on the client web site and/or document management system as quickly as rulings become available. This may require constant monitoring of the information released. The development and entering of meeting minutes into the client systems. This will require training on client specific software along with strong accuracy to ensure that minutes posted are on time and with correct details. Regular internal communications to include e-mail and other professional correspondence. A high degree of accuracy is required for communication between the client and Integreon offices. Creating folders and assembling documents all related to the internal workings of the HR systems. New hire information along with promotional materials needed to ensure all internal staff is aware. In addition to assemble the materials, this position may need to update the web sites and other team members to all of the steps that have been taken. Completion of safety records to ensure forms are filled out as required and file appropriate records for the occurrences that take place. Align records with HR files as needed. Tying meeting minutes to other HR records as needed, such as pension recording and other benefit updates. These changes may be entered into the client specific software and referenced by the client as needed. Weekly or daily reporting requirements provided by client instruction. Reports may take place on client software or other required programs. Updates will be maintained as often as requested or defined by client instruction. Secretarial correspondence not otherwise defined to include all letters, legal correspondence and all other written or transcribed information. Recording compliance and maintenance of confidential information to include drug screens, background checks and other documents received in support of record retention. Answering customer phones and responding to customer emails. Monitoring email inbox for incoming projects and setting up projects in workflow management tool. Maintaining and supporting ISO standards through creation and updating of documentation and compliance with all security standards. Required Skills/Abilities Must be able to demonstrate expert level skill in Microsoft office suite of products for word processing, spreadsheet and database as well as Adobe Acrobat. Must have previous experience with or ability to learn Oracle and Lotus Notes. Must be able to operate standard office equipment, such as telephone, personal computers, office machines and adding machines. Must be able to multi- task and oversee multiple projects at any given time as well as perform accurately under time pressures and constraints. Ability to maintain confidential information and work in fast paced, dynamic and creative organization. Must possess the ability to communicate effectively with employees and customers in friendly, pleasant manner. Must possess skills of a detailed oriented, well-organized, self- motivated, problem solver who can work independently. Must be able to operate with confidential information. Must be an excellent record keeper and process the position requirements with little direction. Must be able to follow processes and instructions as outlined by client. Education and Experience 2-year degree or certification in office related work, or a minimum of 4-5 years of office related work experience 1-2 years of computer related experience Benefits Health, vision, dental, 401k, PTO and tuition discount Company Information Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations, and professional services firms. Our highly trained, experienced staff of around 3,500 employees globally service a comprehensive range of client needs that require scale and expertise, enabling clients to become more operationally efficient. Integreon works with corporations and law firms who rely on our experience and expertise in documents, administrative and business services. With delivery centres on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore, and onsite delivery of our award-winning services. Follow us https://www.linkedin.com/company/integreon/ Visit us at www.integreon.com Pay Range USD $16.00 - USD $17.00 /Hr.