Remote Client Growth & Sales Support Specialist

Contact Discovery Services LLC; Chicago (IL); Remote; 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. You will assist with onboarding, CRM coordination, SOWs, and client communications in a remote Chicago-based role.

The ideal candidate has 2–4 years in sales support, strong CRM and MS Office skills, and the ability to work independently in a remote environment while collaborating across teams.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or related field.
• Minimum of 2–4 years of experience in sales support, sales operations, client service, legal services, eDiscovery, or related support role.
• Experience supporting high-performing sales, client development, account management, or business development professionals preferred.
• Familiarity 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.

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 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.

Skills

CRM coordination

Sales support

Documentation

Communication

Remote work

Education

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

Tools

Salesforce

Apollo

QuickBase

RightSignature

Job description

Contact Discovery Services is seeking a Client Development Specialist to support the sales and client development team. You will assist with onboarding, CRM coordination, SOWs, and client communications in a remote Chicago-based role.

The ideal candidate has 2–4 years in sales support, strong CRM and MS Office skills, and the ability to work independently in a remote environment while collaborating across teams.