Discovery Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist external sales professionals in optimizing revenue from existing clients and prospective targets through pre-sale and post-sale initiatives.

• Create new leads, initiate projects, and cultivate relationships with institutional clients.

• Aid in the development and execution of strategic sales plans.

• Maintain Strategic Account Plans within Salesforce.com.

• Schedule meetings for the Vice President and conduct conference outreach.

• Ensure accurate sales pipeline data and activity records in Salesforce.com.

• Draft, review, and present project proposals and RFP/RFI responses for eDiscovery services.

• Prepare and submit cost estimates for new client projects.

• Facilitate meetings by creating PowerPoint presentations and assembling necessary materials.

• Oversee contracting processes, which include document preparation, contracting requests, coordination with stakeholders, and providing negotiation support.

• Initiate new projects within internal systems.

• Collaborate with project management, collections, and operations teams to ensure smooth service delivery.

• Manage relationships with clients and prospects, including follow-up communications, billing matters, and contract negotiations.

• Prepare and deliver client reports and budget updates.

• Review monthly invoices to ensure pricing accuracy and adherence to budgets.

• Identify tasks that enable outside sales professionals to concentrate on client and prospect engagement.

• Monitor and report on industry trends, best practices, and competitive service offerings.

⛳️ Requirements

• A BA or BS degree is required.

• Excellent written communication skills.

• Strong verbal communication abilities.

• Exceptional organizational skills.

• Keen attention to detail and capability to quality-check work outputs.

• Ability to cultivate trusted relationships with both external and internal customers and colleagues.

• Proficient in Microsoft Office tools, including Exchange, PowerPoint, Word, and Excel.

• Familiarity with CRM platforms, particularly Salesforce.com.

• Consistently high activity levels and strong self-motivation.

• Capability to work in a standard office/computer environment and communicate via telephone.

• May be required to be on call and work during evenings and weekends.

• Ability to lift up to 20 lbs.

• Experience in supporting a sales team with prospecting, listening, follow-up, team selling, and account planning is advantageous.

• Experience in electronic discovery, attorney document review, or litigation support services is a plus.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company matching.

• Company-paid life and AD&D insurance.

• Company-paid short-term and long-term disability insurance.

• Telemedicine services.

• Wellness programs.

• Generous Flexible PTO policy.

• Paid volunteer days.

• Optional accident, hospitalization, and critical illness insurance.

• Pet insurance.

• Annual bonus or incentive programs.