Discovery Consultant

Lighthouse Document Technologies Inc• Remote, Remote, US, Remote

7h•$94,339 - $115,000

About The Position

The Discovery Consultant supports outside sales professionals in maximizing revenue with existing clients and target prospects through pre-close and post-sales activities. The role helps outside sales professionals maximize selling time and revenue generation by supporting lead generation, sales planning, account and pipeline management, proposal preparation, estimating, meeting preparation, contracting, project setup, service coordination, client relationship management, billing and budget oversight, and research into industry trends and competitive offerings. The position is performed in a typical office environment and may require periodic on-call availability and work outside normal hours, including evenings and weekends.

Requirements

Bachelor of Arts or Bachelor of Science degree required.
Strong written communication skills, including the ability to create compelling sales meeting presentation materials and proposal responses.
Strong verbal communication skills to address client information needs and articulate points of differentiation clearly and succinctly.
Strong organizational skills.
Strong attention to detail, including the ability to thoroughly quality-check work product.
Ability to build trusted, lasting 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 strong self-motivation.

Nice To Haves

Experience supporting a sales team with prospecting, listening, follow-up, team selling, and account planning.
Experience working with providers of electronic discovery (ESI), attorney document review, or other litigation support services to Fortune 1000 corporations and AM 200 law firms.

Responsibilities

Assist outside sales professionals with generating new leads, projects, and institutional client relationships.
Help develop and implement strategic sales plans to deepen relationships with new and existing clients, and maintain Strategic Account Plans in Salesforce.com.
Help set meetings for the Vice President and conduct outbound activity for conferences.
Maintain accurate sales pipeline data and sales activities in Salesforce.com, including accounts, opportunities, tasks and activities, and contacts.
Help prepare, proof, and deliver project proposals and responses to RFPs and RFIs for eDiscovery services.
Prepare and submit estimates for new client projects.
Support upcoming meetings, including initial PowerPoint creation and management and preparation of other required materials.
Manage the contracting process, including creating documents from templates, submitting contracting requests, coordinating with internal and external stakeholders, and supporting contract negotiations.
Ensure proper setup of new projects within internal systems.
Coordinate with project management, collections, and operations teams to ensure seamless service delivery.
Assist with client and prospect relationship management, including follow-up communication, resolving billing issues, and conducting price and contract negotiations.
Prepare and submit client reporting and budget updates.
Review monthly invoices to confirm accurate pricing and adherence to budgets.
Proactively identify tasks that can be taken on to free outside sales professionals to interact more with clients and prospects.
Commit to ongoing education, research, tracking, and communication of industry trends, best practices, and competitive service offerings to identify opportunities for growth, innovation, increased market share, and competitive advantage.
Perform other related duties as assigned.