Harbor is seeking an entry-level Associate Consultant to join our Corporate Legal Solutions Team.  At the intersection of legal innovation and digital transformation, our Business Analysts play a critical role in reshaping how legal departments operate. We work with corporate legal teams, law firms, and enterprise partners to streamline processes, reduce operational friction, and introduce automation where it matters most. We are a high-growth team of advisors and hands-on contributors working on cutting-edge legal technology and workflow automation solutions. This role is ideal for someone who loves solving problems, designing elegant workflows, and contributing to a mission-driven team that values innovation, ownership, and impact.

As a Business Analyst/Associate Consultant, you will serve as a strategic bridge between the business and technology. You will work directly with legal departments at Fortune 500 companies, identifying pain points in legal and compliance workflows and designing automation solutions using no-code or low-code platforms. You will be involved in all aspects of client engagement, from discovery and ideation to implementation and delivery.

You will also have the opportunity to:

• Operate as part of a nimble team of consultants (typically 2–5), with mentorship from senior leaders
• Play a key role in process redesign, system testing, and client success
• Help shape the future of a rapidly growing tech-driven consulting firm

Responsibilities:

• Conduct interviews, research, and process observations to identify automation opportunities
• Create process maps, requirements documents, and solution designs that reflect optimized workflows
• Develop and test automated workflows using no-code or low-code platforms
• Troubleshoot workflows not meeting customer expectations
• Alter existing workflows based on changing user requirements, Serve as the voice of the user, ensuring intuitive, efficient, and delightful end-user experiences
• Provide first-line support to business and legal users of CLM platforms and legal AI tools through established support channels.
• Support data-quality, reporting, testing, and administrative activities as needed.
• Facilitate workshops, client presentations, and real-time problem solving
• Maintain project ownership, monitoring timelines, scope, and budget to ensure successful outcomes
• Deliver client-facing reports, proposals, and supporting documentation
• Build expertise in legal technology tools, workflow best practices, and system integrations
• Collaborate with cross-functional teams including engineers, legal professionals, and developers
• Stay ahead of legal tech trends and identify areas for innovation and growth

What We Are Looking For:

• Strong analytical and problem-solving skills, especially around processes and systems
• Ability to communicate complex ideas clearly, both verbally and in writing
• Experience creating process documentation and workflow diagrams
• Comfort translating business requirements into technical specifications or configurations
• Proficiency with productivity tools such as Excel, PowerPoint, Word, and Visio or Lucidchart
• Technical aptitude and a willingness to learn no-code or low-code platforms
• Passion for legal technology, operations, or enterprise workflow automation
• Experience working with legal departments or related functions is a plus
• Entrepreneurial mindset that is confident, adaptable, and proactive
• Willingness to work in a fast-paced, collaborative, and remote-first environment
• Bonus: familiarity with platforms like TAP, ServiceNow, Onit, Checkbox, Airtable, Malbek, or Tonkean

Qualifications:

• Four-year undergraduate degree in business, finance, legal studies, MIS, computer science, or a similar field
• Three or more years of experience in consulting, legal operations, or process automation
• Demonstrated leadership in academic, professional, or extracurricular settings
• Relevant internships or early-stage startup experience preferred

About Us:

Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 900+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem.

Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.

Harbor is seeking an entry-level Associate Consultant to join our Corporate Legal Solutions Team.  At the intersection of legal innovation and digital transformation, our Business Analysts play a critical role in reshaping how legal departments operate. We work with corporate legal teams, law firms, and enterprise partners to streamline processes, reduce operational friction, and introduce automation where it matters most. We are a high-growth team of advisors and hands-on contributors working on cutting-edge legal technology and workflow automation solutions. This role is ideal for someone who loves solving problems, designing elegant workflows, and contributing to a mission-driven team that values innovation, ownership, and impact.

As a Business Analyst/Associate Consultant, you will serve as a strategic bridge between the business and technology. You will work directly with legal departments at Fortune 500 companies, identifying pain points in legal and compliance workflows and designing automation solutions using no-code or low-code platforms. You will be involved in all aspects of client engagement, from discovery and ideation to implementation and delivery.

You will also have the opportunity to:

• Operate as part of a nimble team of consultants (typically 2–5), with mentorship from senior leaders
• Play a key role in process redesign, system testing, and client success
• Help shape the future of a rapidly growing tech-driven consulting firm

Responsibilities:

• Conduct interviews, research, and process observations to identify automation opportunities
• Create process maps, requirements documents, and solution designs that reflect optimized workflows
• Develop and test automated workflows using no-code or low-code platforms
• Troubleshoot workflows not meeting customer expectations
• Alter existing workflows based on changing user requirements, Serve as the voice of the user, ensuring intuitive, efficient, and delightful end-user experiences
• Provide first-line support to business and legal users of CLM platforms and legal AI tools through established support channels.
• Support data-quality, reporting, testing, and administrative activities as needed.
• Facilitate workshops, client presentations, and real-time problem solving
• Maintain project ownership, monitoring timelines, scope, and budget to ensure successful outcomes
• Deliver client-facing reports, proposals, and supporting documentation
• Build expertise in legal technology tools, workflow best practices, and system integrations
• Collaborate with cross-functional teams including engineers, legal professionals, and developers
• Stay ahead of legal tech trends and identify areas for innovation and growth

What We Are Looking For:

• Strong analytical and problem-solving skills, especially around processes and systems
• Ability to communicate complex ideas clearly, both verbally and in writing
• Experience creating process documentation and workflow diagrams
• Comfort translating business requirements into technical specifications or configurations
• Proficiency with productivity tools such as Excel, PowerPoint, Word, and Visio or Lucidchart
• Technical aptitude and a willingness to learn no-code or low-code platforms
• Passion for legal technology, operations, or enterprise workflow automation
• Experience working with legal departments or related functions is a plus
• Entrepreneurial mindset that is confident, adaptable, and proactive
• Willingness to work in a fast-paced, collaborative, and remote-first environment
• Bonus: familiarity with platforms like TAP, ServiceNow, Onit, Checkbox, Airtable, Malbek, or Tonkean

Qualifications:

• Four-year undergraduate degree in business, finance, legal studies, MIS, computer science, or a similar field
• Three or more years of experience in consulting, legal operations, or process automation
• Demonstrated leadership in academic, professional, or extracurricular settings
• Relevant internships or early-stage startup experience preferred

About Us:

Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 900+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem.

Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.

This is a remote work position.

Job Summary

You will be one of the rockstar members of our consumer services team responsible for conducting concierge calls and provider-matching calls to clients with service requirements.

Night Shift hours. Monday-Friday,

Do you have more than 1 year of experience making outbound calls - including appointment setting?

Do you have reliable internet, good computer specs, and a quiet environment to make high-quality calls?

Are you a responsible person that can be trusted to work remotely?

Can you handle night shift hours?

Are you someone with a great attitude with a proven history of hitting KPIs?

Duties and Responsibilities

1. Comprehend how we do things with clients and make sure they’re getting their money’s worth.
2. Competent in conducting basic provider data research.
3. Conduct phone conversations with clients in the capacity of an executive assistant, maintaining a balance between casual and professional tones.
4. Jot down what you talk about with clients in a clear and accurate way.
5. Roll with the punches when things change at work, and still get the job done right.
6. Stay pumped and focused on getting stuff done on time.
7. Demonstrate success in initiating and executing new ideas.
8. Manage personal productivity and work independently with minimal supervision.

Requirements:

• At least 1 year of remote work experience.
• Minimum 1 year of experience in cold calling, outbound sales, customer service, appointment setting, or lead qualification.
• Strong English communication and active listening skills.
• Self-driven, dependable, and able to work independently with integrity.
• Customer-focused with the ability to build rapport, qualify leads, and handle objections professionally.
• Tech-savvy, detail-oriented, and comfortable using CRMs and other remote work tools.
• Goal-oriented, coachable, and adaptable in a fast-paced, metrics-driven environment.

WHO WE ARE

At Expertise, we strive to support the best providers in their efforts to serve their local communities. We stand behind every recommendation and we celebrate every happy customer. With over 400,000 providers across more than 200 different industries, we dive deep into figuring out what makes each provider the best in their area of expertise and how to help the reader find the right professional for them. We’re a small and mighty team recently acquired by Marketplace Inc. (ForbesAdvisor). Since 2016 we have built a website that services over 9 million annual visitors and connects them with thousands of local professionals.

Job Title: Associate Client Success Manager (B2B SaaS)

Company Overview:

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest growing company in the therapy EMR space and the new standard in healthcare technology, we’re looking to bring on an Associate Client Success Manager with personal ambitions to provide the optimal experience to our rehab therapy teams, ensuring their maximal success with Prompt.

This role is an unprecedented opportunity to have an immense impact on our industry leading Customer Success Team that ranks 40 Net Promoter Score points higher than our competition (in other words, people love Prompt). We’re looking for someone scrappy, willing to bring new ideas, take on big challenges, and is into doubling down on what works. The expectation of this role is that once you complete our comprehensive Client Success Employee Onboarding program (3-4 months), you become a full Client Success Manager, ready for all CSM duties (listed below).

We’re doing something special here and this role will be critical in taking Prompt to the next level.

Why work for Prompt?

• BIG Challenges: Here at Prompt, we are solving complex and unique problems that have plagued the healthcare industry since the dawn of time.

• Talented People: Prompt didn’t happen by chance, it’s a team of incredibly talented and proven individuals who all made their mark before joining forces to build the greatest software on the planet for rehab therapists.

• Healthy Approach: This isn’t an investment bank, we work long hours when it’s needed, but at Prompt you own your workload and the entire organization takes a liking to smart work (over hard work).

• Positive Impact: Prompt helps outpatient rehab organizations treat more patients and deliver better care with less environmental waste. That means less surgery and less narcotic-based pain treatment, all while turning a paper-heavy industry digital. We aren’t enthralled with patting ourselves on the back everyday, but it does feel good :)

The Role:

Our expectation of this very robust CS role is that, after your onboarding phase, you become a CSM and contribute to our customer base through providing training, working with clients after Go Live to ensure they are using the product optimally, and create a relationship with clients so you are able to sell the value-add of features that would benefit their business, staff, and patients. You will also play a role in providing support to our customers through our support channel. The ideal candidate has a background as a rehab therapist, has expertise in administrative and clinical workflows, is an excellent communicator and HIGHLY passionate about software. More on that below!

Key Responsibilities:

• Build a strong relationship with your clients as a strategic and supportive partner

• Focus on building loyalty to ensure long-term client success by presenting product information, addressing customer issues and helping the teams implement Prompt Plus and other premium product offerings

• Develop and maintain a deep understanding of our product offerings to effectively respond to incoming customer inquiries across our single-channel support system

• Gain a strong understanding of the ins and outs of a therapy business in order to provide expertise to our clients throughout their onboarding

• Lead question/answer webinars with clinical management and staff

• Work with support team as tickets are escalated to you to provide specific workflows for clients, and work the support channel per team needs

• Work with Clients if they choose to downgrade or churn off products to save the client and help them understand the value of our products.

• Assist in the onboarding process of new clients

• Delegate questions to the Client Experience Team, Billing Success Team, and Customer Success team as appropriate

• Collaborate with team members and management in recommending and implementing improvement opportunities

Minimum Requirements:

• Must have experience in outpatient physical therapy clinics

• Very strong technical skills operating various software platforms

• Highly Proficient in MS Excel

• Understanding and learning software must be a passion of yours

• Clinical background and/or licensed rehab therapist

• Experience with EMR Systems

• Possess strong written and verbal skills

• Be tech savvy and comfortable working in a live setting with various softwares

• Highly motivated to work in an extremely fast paced environment where you will need to work outside normal working hours at times

• Prepared to grow very quickly into your role and take on greater responsibilities as the team and customer base grow

Preferred (Nice-to-have) Qualifications:

• Medical billing experience or education

• Previous SaaS experience

Perks - What you can expect:

• Competitive salaries

• Remote/hybrid environment

• Potential equity compensation for outstanding performance

• Flexible PTO

• Company-wide sponsored lunches

• Company paid disability and life insurance benefits

• Company paid family and medical leave

• Medical, dental, and vision insurance benefits

• Discounted pet insurance

• FSA/DCA and commuter benefits

• 401k

• Credits for online and in-person fitness classes/gym memberships

• Recovery suite at HQ – includes a cold plunge, sauna, and shower

Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer’s explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy. If you have any questions or concerns, please don’t hesitate to reach out to our People Department.

Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, ?)sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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