Discovery Consultant

Lighthouse Document Technologies Inc; Oregon; Híbrido; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental & Vision

401k match

Flexible PTO

Volunteer days

Life & AD&D

Telemedicine

Pet insurance

Descripción de la vacante

Lighthouse Document Technologies Inc is seeking a Discovery Consultant to support outside sales, maximize revenue, and strengthen client relationships. You will help generate leads, prepare proposals, and coordinate with internal teams to deliver eDiscovery services.

This role emphasizes strategic planning, contract support, and accurate pipeline management. The position involves preparing client reporting, reviewing invoices, and identifying opportunities for growth while collaborating across

Formación

• 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 electronic discovery, or litigation support services to Fortune 1000 corporations and AM 200 law firms is a plus.

Responsabilidades

• Assist outside sales professionals in generation of new leads, projects, and client relationships.
• Develop and implement strategic sales plans to deepen relationships with clients; maintain Strategic Account Plan in Salesforce.
• Set meetings for VP and perform outbound for conferences; manage contracting process with templates and stakeholders.

Conocimientos

Sales support

CRM Salesforce

Proposal development

Contract negotiation

PowerPoint

Client relationships

Microsoft Office

Lead generation

Account planning

Educación

BA or BS degree

Herramientas

Salesforce

Descripción del empleo

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 and Physical Demands

• Duties are performed in a typical office environment while at a desk or computer table.
• Duties require the ability to use a computer, communicate over the telephone, and read printed material, in a quiet and professional setting.
• Duties may require being on call periodically and working outside normal working hours (evenings and weekends).
• Duties may require the ability to lift to 20 lbs.

Lighthouse celebrates and thrives on diversity and is an Equal Opportunity Employer. We hire, train, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We welcome any talents and contributions you can bring to the team and are deeply committed to growing an environment where everyone can feel safe, is respected, and can show up as themselves. Come as you are!

As required by applicable pay transparency laws, Lighthouse complies with compensation disclosure requirements for roles that may be hired in locations under these requirements. Factors that may be used to determine your actual salary may include a wide array of factors, including: your specific skills and experience, geographic location, or other relevant factors. The salary range for this position may be tailored to be lower or higher in different talent markets.

• Lighthouse offers a comprehensive quality benefits package including medical, dental, vision, and a 401k with company match.
• Company paid benefits also include Life & AD&D, short and long-term disability, telemedicine, and other wellness plans.
• We offer a generous Flexible PTO program and paid volunteer days.
• Employees may also participate in voluntary insurance plans including accident, hospitalization, and critical illness plans as well as pet insurance.

This role will be eligible to participate in an annual bonus or incentive program.

As a trailblazer and catalyst for change, Lighthouse rises to each opportunity to help our clients, and our people do what they do best, shine.