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SUMMARY:&nbsp; The Client Services Specialist is responsible for providing services tailored to our clients’ business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance. The Client Services Specialist requires a high level of interaction with clients at all organizational levels. Precise and professional communication and customer service skills are essential. Essential Functions:&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Build and maintain client relationships by providing excellent customer service.</li><li>Build and maintain relationships with Secretary of State staff by exemplifying RASi core values.</li><li>Responsible for effectively communicating with clients regarding corporate services.</li><li>Respond and resolve incoming client, affiliate, and vendor/correspondent requests, queries, issues and concerns via phone and email.</li><li>Efficiently manage the entire order process from initial client inquiry through processing, invoicing and follow up.</li><li>Responsible for corporate filings including, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals.</li><li>Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-down reports, filing/tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents.</li><li>Process apostilles and document authentications and legalizations.</li><li>Responsible for reviewing deliverables and invoices prior to sending to clients. </li><li>Assist with initial client account set up and maintenance.</li><li>Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS).</li><li>Assist clients with queries regarding online accounts, tools, and services.</li><li>Create and maintain filing fees/requirements reference charts.</li><li>Assist with answering phone calls and routing to the appropriate department.</li><li>Any other duties of similar or lesser nature as required.</li></ul>COMPETENCIES, SKILLS AND ABILITIES:<ul><li>Must be a positive team player and be able to effectively communicate with colleagues and clients. </li><li>You are required to multi-task, accept directions well, possess a strong attention to detail and manage your time wisely. </li><li>Must be computer literate; Intermediate level skills with MS Office; Word, Excel and Outlook are required.</li><li>Able to be self-directed and work efficiently with minimal supervision.</li><li>Excellent attendance and punctuality.</li><li>Strong critical thinking and problem-solving skills are required. </li><li>Able to work in a fast-paced, high-energy environment. </li><li>Ensure superior customer service is always provided and maintain a high level of professionalism.</li><li>Knowledge of most corporate services.</li></ul> <h4>EDUCATION / EXPERIENCE:</h4><ul><li>High school diploma or equivalent required.</li><li>Preferred Education: Bachelor’s degree </li><li>Preferred Experience: 2-4 years’ experience in corporate services/registered agent industry. </li></ul>SUPERVISORY RESPONSIBILITIES:This role is not a supervisor position.LANGUAGE SKILLSAbility to effectively present information and respond to questions from internal and external customers whose first language is English.CERTIFICATES, LICENSES, REGISTRATIONSNonePHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.TRAVEL REQUIREMENTSNo travel requiredOTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.AAP/EEO STATEMENTLexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status.EOE Employer/Vet/Disabled.If you require reasonable accommodation in the application process, please contact Human Resources at <a href="mailto:HRDept@lexitaslegal.com" target="_blank">HRDept@lexitaslegal.com</a> for assistance. All other applications must be submitted online. Apply Now <h4>Other details</h4><ul><li> Pay Type Hourly</li><li> Min Hiring Rate $24.00</li><li> Max Hiring Rate $26.00</li></ul>

Lexitas

Client Services Specialist

SUMMARY:<h4>The Office Assistant/Process Service Specialist is accountable for providing a positive client experience through daily email correspondence and management of data entry requirements. Process Service Specialist receives emails from new and existing customers. This position is responsible for the onboarding of new clients into the various systems. This position will also engage with specific job requests, and the coordination of job fulfillment across departments. This position will receive and submit client orders and confirmations, update customer preferences, enter new client/firm details in database, upload order and liaise with other departments as assigned.</h4>ESSENTIAL FUNCTIONS:Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Accountable for providing clients with service excellence through hyper-responsive replies to client emails and accurately capturing job details that include, but are not limited to, direct/specific billing details, preferred service and product requirements, additional parties associated with case or job.</li><li>Manage data entry requirements; including entering notices, new attorneys/firms, resources, locations and client preferences.</li><li>Responsible for timely send out of daily job entries.</li><li>Assist with coordinating and scheduling locations for deposition services.</li><li>Monitor resource back log and jobs in progress, update with status notes and provide updates as directed.</li><li>Assist sales team by providing information pertaining to new leads and/or potential client concerns.</li><li>Correct and modify inaccurate information as requested.</li><li>Runs, monitors, and distributes reports pertaining to job execution for clients.</li><li>Ensures billing is accurate and sent to management for approval of specific, outlying jobs.</li><li>Assists with call Que when needed.</li><li>Actively demonstrate company values of SPIRIT.</li><li>May participate in on-call duty after hours and on weekends.</li><li>Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.</li><li>Other duties as assigned.</li></ul>COMPETENCIES, SKILLS AND ABILITIES<ul><li>Strong attention to details, efficient and highly organized.</li><li>Demonstrate a strong attitude with the ability to adjust to changing priorities</li><li>Able to quickly and accurately type and enter data.</li><li>Ability to work with deadlines and work well under pressure.</li><li>Knowledge of touch-typing system preferred.</li><li>Must have strong written and verbal communication.</li><li>Familiarity with deposition notices a plus.</li></ul><ul><li>Flexible schedule and availability to work occasional overtime as required.</li><li>Excellent Customer Service skills, with an upbeat and positive attitude.</li><li>Take ownership and accountability, as well as manage internal and external expectations.</li><li>Adheres to compliance policies.</li><li>Constantly strives to achieve excellence in day-to-day operations of respective department.</li><li>Strong sense of integrity, initiative and extraordinary teamwork aptitude.</li><li>Exhibits company’s values of SPIRIT on a consistent basis.</li><li>Ability to multi-task.</li><li>Accepts direction well.</li><li>Works collaboratively with all members of management to resolve departmental and organizational challenges. expeditiously, economically, professionally and with minimum disruption to the practice.</li><li>Excellent attendance and punctuality.</li><li>General computer skills (Outlook, Word, Adobe Acrobat, Internet Explorer, Windows.)</li></ul>EDUCATION / EXPERIENCE<ul><li>High school diploma or equivalent required.</li><li>Legal terminology preferred, but not required.</li><li>A minimum of 1-year experience in the litigation service or customer service fields</li><li>Adheres to compliance policies.</li><li>Constantly strives to achieve excellence in day-to-day operations of respective department.</li><li>Works collaboratively with all members of management to resolve departmental and organizational challenges expeditiously, economically, professionally and with minimum disruption to the practice.</li><li>Team player approach</li></ul>SUPERVISORY RESPONSIBILITIESThis role is not a supervisor position.LANGUAGE SKILLSAbility to effectively present information and respond to questions from internal and external customers whose first language is English.CERTIFICATES, LICENSES, REGISTRATIONSNonePHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.TRAVEL REQUIREMENTSNo travel is expected for this position.OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.AAP/EEO STATEMENTLexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.EOE Employer/Vet/DisabledIf you require reasonable accommodation in the application process, please contact Human Resources at&nbsp;<a href="mailto:HRDept@lexitaslegal.com" target="_blank">HRDept@lexitaslegal.com</a>&nbsp;for assistance. All other applications must be submitted online. Apply Now <h4>Other details</h4><ul><li> Pay Type Hourly</li><li> Min Hiring Rate $16.00</li><li> Max Hiring Rate $19.00</li></ul>

Office Assistant / Process Service Specialist

RemoteSUMMARY:&nbsp; The Account Executive is responsible for supporting the new client and overall revenue growth of the organization in alignment with the company’s ongoing sales strategies and methods.&nbsp; Account Executives collaborate with local Inside Sales Representatives, Operations personnel and Management.&nbsp; Our clients and influencers are: litigation attorneys, paralegals, legal secretaries, corporate general counsel and insurance companies.Essential Functions:&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>B2B direct sales and telephone-based sales activities including pure prospecting, lead follow-up, client cross-selling and client maintenance.</li><li>Building new business opportunities to grow revenue and increase unique client utilization thru in-person: prospecting, individual and group meetings, service/product demonstrations, association networking, channel partners, prospecting events, outbound calling activities, email communication and social media networking. </li><li>Qualify prospects and leads to build opportunities in the sales cycle. </li><li>Drive sales activity to achieve monthly and quarterly revenue and new client sales targets.</li><li>Heavy in person sales activities and calling activity, targeting new clients and service cross-selling targets.</li><li>Identify and qualify new prospects and business opportunities. </li><li>Leverage client referrals, associations and networking to build sales pipeline.</li><li>Identify new lead sources both outbound and inbound. </li><li>Update and Manage Commence CRM tool for all assigned accounts. </li><li>Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets. </li><li>Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics. </li><li>Compile weekly sales reports and performance metrics as needed. </li><li>Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation.</li><li>Manage and grow pipeline as well as forecast accurately to sales management, with an emphasis on overall territory revenue growth, new client acquisition and successful cross-selling, all of which will be key to success in this role. </li><li>Communicate and collaborate effectively with other members of the organization at all levels.</li><li>Compliance with all company policies.</li><li>Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records. </li><li>Other duties as assigned.</li></ul>COMPETENCIES, SKILLS AND ABILITIES<ul><li>Specific experience selling court reporting, legal videography and legal records retrieval services is highly desirable.</li><li>WebEx or virtual sales presentation skills preferred. </li><li>Strong computer experience and time management skills are required. </li><li>Working knowledge of CRM systems is required. </li><li>Solid knowledge and experience with MS office, Outlook, Excel, PowerPoint and web-based demonstration tools is required.</li></ul><h4>EDUCATION / EXPERIENCE</h4><ul><li>Bachelor’s degree in Business, Marketing, or similar field</li><li>Six to seven or more years of advanced experience in at least a Senior/Experienced sales role</li><li>Experience working in a multi-function, multi-geography environment preferred</li><li>Proven experience designing, building, and managing discrete and/or end-to-end processes</li></ul>SUPERVISORY RESPONSIBILITIES:&nbsp; The Account Executive has no supervisory responsibilities.&nbsp; LANGUAGE SKILLSAbility to effectively present information and respond to questions from internal and external customers whose first language is English. CERTIFICATES, LICENSES, REGISTRATIONSNonePHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time. WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.TRAVEL REQUIREMENTSThis position requires frequent travel.OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.AAP/EEO STATEMENTLexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.EOE Employer/Vet/Disabled&nbsp;If you require reasonable accommodation in the application process, please contact Human Resources at <a href="mailto:HRDept@lexitaslegal.com" target="_blank">HRDept@lexitaslegal.com</a> for assista Apply Now <h4>Other details</h4><ul><li> Pay Type Salary</li><li> Min Hiring Rate $90,000.00</li><li> Max Hiring Rate $110,000.00</li></ul>

Account Executive

<h4>SUMMARY:</h4>The Client Success Manager (CSM) will be responsible for building and nurturing relationships with existing house accounts, as well as identifying and pursuing opportunities with potential copy side targets. The CSM’s primary objective will be to drive organic growth by maximizing revenue from our existing client base and expanding our customer portfolio with the company’s ongoing sales strategies and methods. CSM’s collaborate with local Inside Sales Representatives, Operations personnel, and Management. Our clients and influencers are litigation attorneys, paralegals, legal secretaries, corporate general counsel, and insurance companies.<h4>ESSENTIAL FUNCTIONS:</h4>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>B2B sales and telephone-based sales activities including lead follow-up, client cross-selling and client maintenance. </li><li>Building business opportunities to grow revenue and increase unique client utilization thru in-person: individual and group meetings, service/product demonstrations, association networking, channel partners, events, outbound calling activities, email communication and social media networking. </li><li>Identify and qualify new prospects and business opportunities.</li><li>Leverage client referrals, associations, and networking to build sales pipeline.</li><li>Identify new lead sources both outbound and inbound.</li><li>Update and Manage Commence CRM tool for all assigned accounts.</li><li>Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets.</li><li>Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics.</li><li>Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation.&nbsp;</li><li>Compile weekly sales reports and performance metrics as needed.</li><li>Manage and grow pipeline as well as forecast accurately to management, with an emphasis on overall territory revenue growth, client growth and successful cross-selling, all of which will be key to success in this role.</li><li>Communicate and collaborate effectively with other members of the organization at all levels.</li><li>Drive sales activity to achieve monthly and quarterly revenue and new client sales targets.</li><li>Serve as the primary point of contact for assigned house accounts, building and maintaining strong relationships to ensure customer satisfaction and retention.</li><li>Conduct regular check-ins with clients to assess their needs, address any issues or concerns, and provide solutions to enhance their experience with Lexitas.</li><li>Collaborate with internal teams, including sales, operations, and marketing, to develop and execute strategic account plans aimed at driving revenue growth.</li><li>Heavy sales activities and calling activity, targeting new clients and service cross-selling targets.</li><li>Compliance with all company policies.</li><li>Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.</li><li>Research and identify potential copy side targets within target markets or industries and develop outreach strategies to engage and onboard new clients.</li><li>Stay informed about industry trends, competitor activities, and market developments to identify opportunities for business expansion and differentiation.</li><li>Other duties as assigned.</li></ul><h4>COMPETENCIES, SKILLS AND ABILITIES</h4><ul><li>Specific experience selling court reporting, legal videography and legal records retrieval services is highly desirable.</li><li>WebEx or virtual sales presentation skills preferred.</li><li>Proven experience in client services, account management, or sales, with a track record of driving revenue growth and achieving sales targets</li><li>Strong interpersonal skills, with the ability to build rapport and establish trust with clients at all levels of an organization</li><li>Excellent communication and negotiation skills, with the ability to articulate value propositions and influence decision-making</li><li>Strategic thinker with a proactive mindset, able to identify opportunities and develop creative solutions to address client needs</li><li>Familiarity with CRM and OS software (e.g., Salesforce, RB9) and proficiency in Microsoft Office Suite</li><li>Ability to work effectively both independently and as part of a collaborative team</li><li>Willingness to travel as needed to meet with clients or attend industry events</li><li>Ability to provide extraordinary customer service to paralegals and attorneys</li><li>In a leadership capacity, actively demonstrates company SPIRITED values</li><li>Effective communication skills (oral and written)</li><li>Strong work ethic</li><li>Strong attention to details and organized</li><li>Highly organized, efficient, and extremely resourceful</li><li>Flexible schedule and availability to work extended hours as required</li><li>Ability to work with deadlines and work well under pressure</li><li>Excellent attendance and punctuality</li></ul> <h4>EDUCATION / EXPERIENCE</h4>• Bachelor’s degree in business, Marketing, or similar field preferred• Six to seven or more years of advanced experience in at least a Senior/Experienced sales role preferred• Experience working in a multi-function, multi-geography environment preferred• Proven experience designing, building, and managing discrete and/or end-to-end processes<h4>SUPERVISORY RESPONSIBILITIES</h4>This role is a non-supervisory position with no direct reports<h4>LANGUAGE SKILLS</h4>Ability to effectively present information and respond to questions from internal and external customers whose first language is English<h4>CERTIFICATES, LICENSES, REGISTRATIONS</h4>None<h4>PHYSICAL DEMANDS</h4>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.<h4>WORK ENVIRONMENT</h4>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.<h4>TRAVEL REQUIREMENTS</h4>This position requires occasional travel.<h4>OTHER DUTIES</h4>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice. Apply Now <h4>Other details</h4><ul><li> Pay Type Salary</li><li> Min Hiring Rate $40,000.00</li><li> Max Hiring Rate $60,000.00</li></ul>

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