Client Development Specialist

Contact Discovery Services; Chicago (IL); On-site; USD 55,000 - 65,000; Full time

Job summary

Contact Discovery Services is seeking a Client Development Specialist to support the sales and client development team, focusing on onboarding, CRM accuracy, and proposal coordination. This role is remote, requiring strong organization, responsiveness, and cross-team collaboration to ensure accurate documentation and client communications.

Ideal candidates have 2–4 years in sales support or related roles, familiarity with CRM platforms, and a desire to build client-facing confidence while

Qualifications

• 2–4 years of experience in sales support or related role.
• Experience with CRM and workflow systems.
• Strong written and verbal communication skills.
• Ability to work remotely and stay highly responsive.
• Interest in developing client-facing skills and growth opportunities.

Responsibilities

• Support the sales team through client onboarding, sales documentation, CRM coordination, and client-facing follow-up.
• Prepare, route, send, and upload Statements of Work and related sales documents with details.
• Create and maintain client matters in QuickBase with accurate rates and billing details.
• Maintain Salesforce, Apollo, QuickBase records including lead and opportunity updates.
• Provide client and internal communication support across teams and leadership.
• Support sales proposals, RFPs, presentations, and related materials.
• Assist with onboarding communications and standard collateral as needed (W-9, payments, security docs).
• Coordinate with finance on billing contacts and approved credits/billing adjustments.
• Update sales templates, pricing tables, service descriptions, addenda and workflows.
• Assist with CLE coordination, conference materials, client collateral, and event follow-ups.

Skills

CRM coordination

Sales support

Document routing

Billing coordination

Client communication

Workflow accuracy

Education

Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or related field

Tools

Salesforce

Apollo

QuickBase

RightSignature

Job description

Contact Discovery Services – Chicago, IL

Location: Remote

Start Date: Negotiable

Job Description

Contact Discovery Services is seeking a Client Development Specialist to provide high-level support to our sales and client development team. This role is focused on helping high-performing sales professionals operate efficiently by supporting client onboarding, sales documentation, CRM and workflow accuracy, proposal coordination, and client-facing follow-up. The ideal candidate is organized, responsive, detail-oriented, and comfortable working across internal teams and external client communications. This is not an executive assistant position and does not include calendar management or general scheduling responsibilities. Over time, the right person will have the opportunity to build deeper sales knowledge, develop client-facing confidence, and potentially grow into a more direct sales or client-development role as interest, performance, and business needs align.

DUTIES OF THE POSITION

• Support the sales team through client onboarding, sales documentation, CRM coordination, and client-facing follow-up
• Prepare, route, send, and upload Statements of Work and related sales documents once approved, including coordination with sales representatives to confirm required details
• Create and maintain new client matters or cases in QuickBase and related systems, ensuring accurate entry of rates, billing details, case descriptions, and executed documentation
• Maintain accurate Salesforce, Apollo, QuickBase, and related sales operations records, including lead research, lead ownership updates, opportunity updates, and follow-up task support
• Provide client and internal communication support by helping respond to sales-related inquiries, coordinating next steps with project management, accounts receivable, leadership, and other internal teams, and keeping stakeholders aligned
• Support sales proposals, RFP responses, client presentations, supporting materials, and related documentation, including formatting, organizing assignments, tracking progress, compiling supporting materials, and maintaining knowledge libraries
• Assist with client onboarding communications by supplying approved onboarding materials, including W-9, payment instructions, security documentation, certifications, data transfer agreements, and other standard collateral as needed
• Coordinate with finance and accounts receivable on limited sales-adjacent items, including confirming billing contacts, invoice routing requirements, client-specific billing instructions, and approved credit or billing adjustments when needed
• Support updates to sales templates, pricing tables, service descriptions, addenda, process guidelines, and internal documentation as offerings and workflows evolve
• Assist with sales and marketing initiatives such as CLE coordination, conference support materials, client collateral, and event-related sales follow-up; this role is not responsible for managing calendars, general scheduling, or executive assistant duties
• Demonstrate curiosity, professionalism, and sales acumen with the goal of building toward future client development or direct sales contribution as performance, interest, and business needs align

EXPERIENCE

• Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or a related field preferred
• Minimum of 2-4 years of experience in sales support, sales operations, client service, legal services, eDiscovery, professional services, or a related support role
• Experience supporting high-performing sales, client development, account management, or business development professionals preferred
• Familiarity with eDiscovery, legal services, litigation support, technology-enabled services, or complex professional services environments is strongly preferred
• Experience working with CRM, workflow, document routing, or matter-management systems such as Salesforce, Apollo, QuickBase, RightSignature, or similar platforms preferred
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, Outlook, and Teams
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, sales team members, leadership, and internal operational teams
• Comfortable working independently in a remote environment while staying highly responsive, organized, and aligned with team priorities
• Interest in learning the sales process, developing client-facing confidence, and potentially progressing into a direct sales or client-development role over time

QUALIFICATIONS

• Ability to provide polished, proactive support to high-performing sales professionals without requiring constant direction
• Ability to communicate effectively and tactfully with clients, prospects, sales representatives, leadership, project management, finance, and other internal teams
• Superior attention to detail, especially when handling SOWs, client onboarding details, CRM updates, pricing information, and client-specific requirements
• Strong prioritization skills and the ability to manage multiple sales-support workflows with similar deadlines in a fast-paced environment
• High level of professionalism, discretion, and follow-through when working with confidential client and business information
• Comfort operating in a remote role that requires responsiveness, accountability, self-management, and clear communication across distributed teams
• Curiosity, business judgment, and a desire to understand client needs, sales strategy, and the commercial side of the business
• Collaborative, service-oriented mindset with the ability to build trust internally and externally

SALARY RANGE

• $55,000 - $65,000

ABOUT CONTACT

Contact Discovery Services delivers best-in-class service to many Fortune 100/500 companies. Our growth is driven by investing in people and technologies, ensuring our customers have access to the highest level of customer service and the most qualified resources. Our team members are comprised of talented engineers, analysts, and project managers from all walks of life. We concentrate on engineering "outside-the-box" solutions to help organize discovery so our clients can focus on developing case strategy and leaving the heavy lifting to us. Employees are encouraged to actively participate in the development of new ideas, technology, and processes to ensure our customers receive the highest level of service. We offer competitive benefits, work schedule flexibility, and coordinate various company activities throughout the year. If you are looking to be part of an exciting, fast-paced environment, then we want to hear from you.

EOE