Discovery Consultant
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What is special about Lighthouse? Lighthouse is built on a foundation of unique, compassionate, highly driven individuals. We elevate the strengths and talents of those around us while leveraging opportunities for growth. We offer the experience of solving complex problems while continuing to grow multiple facets of your career. Lighthouse is where innovation meets support and where collaboration is the key ingredient to success. We grow together and are stronger together.
What’s unique about this role? The Discovery Consultant supports outside sales professionals to maximize revenue with existing clients and target prospects through both pre-close and post-sales activities. This role allows outside sales professionals to maximize selling time and revenue generation.
What will this person do?
- Assist the outside sales professionals in generation of new leads, projects, and institutional client relationships
- Help develop and implement strategic sales plan to deepen relationships with new and existing clients. Maintain Strategic Account Plan in Salesforce.com
- Help set meetings for Vice President and perform outbound for conferences
- Maintain accurate sales pipeline data and sales activities within Salesforce.com including accounts, opportunities, tasks/activities, and contacts
- Help prepare, proof, and deliver project proposals and responses to RFPs/RFIs for eDiscovery services
- Prepare and submit estimates for new client projects
- Support upcoming meetings including initial PowerPoint creation and management as well as other required materials
- Manage contracting process including document creation from templates, submitting contracting requests, coordinating with internal and external stakeholders, and contract negotiation support
- Ensure proper setup of new projects within internal systems
- Coordinate with project management, collections, and operations teams to ensure seamless delivery of services
- Assist with client and prospect relationship management including follow up communication, resolving billing issues, conducting price / contract negotiations
- Prepare and submit client reporting and budget updates to clients
- Review monthly invoices to confirm accurate pricing and adherence to budget
- Proactively identify opportunities to take on tasks that free the 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
Bring your passion and together we will shine. It would also be great if you had the following:
- Strong written communication skills with the ability to create compelling sales meeting presentation materials and proposal responses
- Strong verbal communications 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 and lasting relationships with both external and internal customers and peers
- Strong Microsoft Office skills (Exchange, PowerPoint, Word, Excel)
- Familiarity with CRM tools like Salesforce.com
- Demonstrate a consistently high activity level and be extremely self-motivated
- BA or BS degree required
- Experience supporting a sales team with prospecting, listening, follow-up, team selling and account planning is a plus
- 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 a plus
Work Environment...
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