Demo

Customer Support Associate

Veritext Legal Solutions
Costa Mesa, CA Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/2/2025

Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere!

Overview :

Providing our clients with exceptional service is the foundation of our business. As a Customer Support Associate, you’ll play a crucial role in assisting our internal and external clients in all aspects of the sales process, including research, analysis and proposal and event support.

What you'll do :

Assist Account Executives with the creation of the pricing proposals, ordering marketing materials, event preparation, and supporting client depositions

Complete and submit sales proposals to clients, while maintaining an electronic folder of all client pricing proposals

Perform training to external clients including but not limited to Zoom demonstrations, ES Client Demonstrations, Train Witness and My Veritext Demonstrations

Review and respond to requests for service proposals submitted by potential corporate clients

Research size and scope of respective clients to properly align revenue to internal organizational structure and effectively maximize client growth and retention

Provide support across various Sales related workflows and projects, continuously working to enhance job knowledge while bringing value to the organization

Act as a subject matter expert for using technology tools and sales reporting, i.e. Salesforce, Marketo and other resources as appropriate

Maintain up-to-date knowledge of Veritext products, services, policies and best practices to provide a high level of support to clients, partners and internal sales team

Build and maintain positive relationships with our clients; surpass their expectations by anticipating their future needs

Who you are :

Driven, proactive and customer service oriented with strong interpersonal skills

Knowledgeable of or eager to learn the sales cycle; accepts direction and guidance with grace

An excellent eye for detail with superior written and verbal communication skills

Extremely organized with the ability to multi-task and manage your time efficiently in a fast-paced environment

If you don’t meet 100% of the above requirements, please consider applying. We are willing to train and coach the right person to be successful in this opportunity.

Benefits :

Competitive compensation and total rewards package

Comprehensive medical, dental and vision insurance

Hybrid work structure (two days in the office, three days working remotely)

Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time)

Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists / therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)

Matched 401(k) to help you save for your future

Pet insurance to help your pet(s) live a long and happy life

Flexible Spending Accounts (healthcare, dependent care, transit & parking)

Company-paid life insurance as well as short-term and long-term disability insurance

Learning and development opportunities to advance both personally and professionally

Veritext Summer Camp – a fun-filled culture building and learning experience

Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more!

Veritext is committed to cultivating a vibrant community based on collaboration, innovation, creativity and belonging where every individual, regardless of background, identity, or experience, feels valued, respected, and empowered. At Veritext, these differing perspectives are not only accepted but celebrated. We embrace diversity, equity and inclusion and aim to employ qualified individuals of the greatest ability without discriminating based on race, color, religion, national origin, age, sex, physical or mental disability, medical condition (including pregnancy), gender identity or expression, sexual orientation, marital status, veteran status, or any other legally protected group status. Simultaneously, our dedication to sustainability, transparency, responsible environmental stewardship, and meaningful social engagement aims to create long-term value for our employees, clients, partners, and communities while contributing to a more resilient and equitable future.

Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Veritext participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.

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