Discovery Consultant
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Job Description
Discovery Consultant supporting Lighthouse’s eDiscovery sales professionals with leads, proposals, contracts, Salesforce pipeline management, and client reporting. Coordinating projects and stakeholder delivery for litigation-support services.
Responsibilities:
- Support outside sales professionals in maximizing revenue with existing clients and target prospects through pre-close and post-sales activities
- Generate new leads, projects, and institutional client relationships
- Help develop and implement strategic sales plans
- Maintain Strategic Account Plans in Salesforce.com
- Set meetings for the Vice President and perform conference outreach
- Maintain accurate sales pipeline data and sales activities in Salesforce.com
- Prepare, proof, and deliver project proposals and RFP/RFI responses for eDiscovery services
- Prepare and submit estimates for new client projects
- Support meetings through PowerPoint creation and preparation of required materials
- Manage contracting processes, including document creation, contracting requests, stakeholder coordination, and negotiation support
- Set up new projects in internal systems
- Coordinate with project management, collections, and operations teams for seamless service delivery
- Manage client and prospect relationships, follow-up communications, billing issues, and price/contract negotiations
- Prepare and submit client reporting and budget updates
- Review monthly invoices for pricing accuracy and budget adherence
- Identify tasks that free outside sales professionals to focus on clients and prospects
- Track and communicate industry trends, best practices, and competitive service offerings
Requirements:
- BA or BS degree required
- Strong written communication skills
- Strong verbal communication skills
- Strong organizational skills
- Strong attention to detail and ability to quality-check work product
- Ability to build trusted relationships with external and internal customers and peers
- Strong Microsoft Office skills, including Exchange, PowerPoint, Word, and Excel
- Familiarity with CRM tools such as Salesforce.com
- Consistently high activity level and extreme self-motivation
- Ability to work in a typical office/computer environment and communicate by telephone
- May be required to be on call and work evenings and weekends
- Ability to lift up to 20 lbs.
- Experience supporting a sales team with prospecting, listening, follow-up, team selling, and account planning is a plus
- Experience with electronic discovery, attorney document review, or litigation support services is a plus
Benefits:
- Medical, dental, and vision insurance
- 401(k) with company match
- Company-paid life and AD&D insurance
- Company-paid short- and long-term disability
- Telemedicine
- Wellness plans
- Generous Flexible PTO program
- Paid volunteer days
- Voluntary accident, hospitalization, and critical illness insurance
- Pet insurance
- Annual bonus or incentive program
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