Legal Technologist for Probate / Executry Work

Exizent; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

An innovative technology company is seeking a Legal Technologist to join their Customer Success team. This exciting role focuses on supporting customers in adopting new technology, providing training, and enhancing their experience with the platform. You will be integral in managing onboarding processes and ensuring customer satisfaction through effective communication and problem-solving. This company values continuous learning and improvement, making it a great fit for proactive individuals eager to grow. Enjoy the flexibility of a full-time, work-from-home opportunity while contributing to a meaningful mission in the legal tech space.

Benefits

33 days annual leave

Birthday day off

Paid volunteer day

Company pension

Health & wellbeing program

Life insurance

Qualifications

• Experience in private client team on executory or probate work.
• Proactive attitude with a focus on customer support.

Responsibilities

• Assist with onboarding new customers and manage multiple processes.
• Deliver training sessions and provide first-line support.

Skills

Friendly communication

Verbal and written skills

Team-oriented

Comfortable with data and technology

Problem-solving

Attention to detail

Quick learner

Job description

Legal Technologist for Probate / Executry Work

Legal Technologist for Probate / Executry Work

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Direct message the job poster from Exizent

Co Managing Director (Legal Services) at Exizent

About Exizent
Exizent is an innovative technology company founded on the belief that bereavement should be easier for everyone to deal with. Having experienced the process ourselves and seen friends and relatives struggle, we aimed to improve it. Death is a difficult time, and the associated processes are often lengthy, repetitive, and complicated. Our platform, launched in late 2020, is designed to make estate administration easier to manage.

About the role
We have a fantastic Customer Success team known for delivering exceptional customer service. This role will make you an integral part of a supportive team working together to prioritize our customers' needs.

As Legal Technologist, you will help our customers adopt new technology, provide training, and support queries. Acting as a customer advocate, you will share feedback and help improve the Exizent product continually.

Full-time, work from home opportunity. Working hours are typically 09:00 to 17:30 or 08:30 to 17:00, Monday to Friday, with flexibility.

Benefits include:
• 33 days annual leave
• Birthday day off
• Paid volunteer day
• Company pension
• Health & wellbeing program
• Life insurance

About you
You should have experience working in a private client team on executory or probate work. This role offers a chance to leverage your knowledge and skills to support our customers and enhance our platform. We seek a positive, proactive team player who is friendly, rapport-building, and customer-focused.

Our company values learning and continuous improvement. If you share these values, you'll fit right in.

Responsibilities

• Assist with onboarding new customers
• Manage multiple onboarding processes
• Deliver customer training sessions
• Provide first-line support via email, chat, and phone
• Manage support tickets to resolution, escalating when necessary
• Participate in customer webinars
• Encourage platform adoption through coaching and education
• Monitor platform usage and intervene as needed
• Conduct review calls with customers
• Gather and share customer feedback for product improvements
• Create and update knowledge base articles
• Continuously improve your knowledge of probate and our platform

Skills

• Friendly, rapport-building communication
• Strong verbal and written skills
• Team-oriented with process improvement ideas
• Comfortable with data and technology
• Problem-solving and attention to detail
• Quick learner, eager to grow

We encourage applicants, especially women, to apply even if they don't meet 100% of the skills listed, emphasizing a proactive attitude.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Industry: Software Development