高级项目经理,客户服务 - 金融服务实践组
Senior Project Manager, Client Services - Financial Services Practice Group
在Epiq,你的工作将对复杂的全球法律结果产生影响。你将加入一个以价值观为导向的团队,诚信指导决策,不懈服务设定标准,我们共同迎接重大挑战。我们通过全公司范围的学习和轮岗机会投资于你的成长。我们尊重你作为一个人,也尊重工作之外的生活,提供被外部认可的灵活性。借助现代平台和人工智能,你将开展职业生涯中最有意义的工作,并看到你的影响扩大。
职位描述:
职位概要:
高级客户经理将作为关键领导者,通过有效的项目管理协调与执行,成功管理指定的客户关系。成功的候选人必须具备电子发现行业的团队领导能力和专业背景,以在快节奏的环境中成功管理多个项目、各种资源的工作任务和客户关系。
主要职责
- 作为与关键客户代表的主要联络人,负责指定项目的服务交付关系;
- 通过有效协调和沟通客户交付成果,推动整体客户满意度;
- 与客户合作,建立满足其需求的最佳实践,并解决可能出现的优先级问题;
- 向客户提供高水平的咨询建议,重点在于高级分析和技术辅助审查;
- 为指定项目准备项目预测和工作计划,并实施客户经理制定的项目预测和工作计划;
- 通过定期与客户和内部合作伙伴沟通,确保客户和项目要求以最高质量和准确性得到满足;
- 管理并向客户报告项目预算和财务状况;
- 为Epiq的客户服务质量最佳实践提供战略和战术指导,并在电子发现业务单元内跨职能协作;
- 与客户保持持续的主动沟通,当出现客户问题时及时处理或迅速上报给客户经理;
- 确保所有正在处理的项目状态记录保持最新;
- 日常对客户特定项目进行实质性监督;
- 展现领导力
查看英文原文
At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.
Job Description:
Job Summary:
The Sr. Project Manager of Client Services will serve as a key leader in successfully managing assigned client relationships through effective project management coordination and execution. Successful candidates must have the team leadership and professional background in the electronic discovery industry to successfully manage multiple projects, work efforts of various resources and client relationships in a fast-paced environment.
Essential Job Responsibilities
- Serves as the primary liaison with key client representatives and owns the service delivery relationship for assigned projects;
- Drives overall client satisfaction through effective coordination and communication of client deliverables;
- Works with clients to establish best practices which meet their needs and addresses any prioritization issues that may arise;
- Provides high-level consultative input to clients and staff, with an emphasis on advanced analytics and technology-assisted reviews;
- Prepares project forecasts and work schedules for assigned projects and implements projects forecasts and work schedules prepared by the Client Services Manager;
- Ensures client and project requirements are being met with the highest quality and accuracy through verifying and communicating routinely with both the client and internal partners;
- Manages and reports to clients on project budget and financial status;
- Provides strategic and tactical guidance to deliver Epiq’s best practice for Client Services as well as cross-functionally within the eDiscovery business unit;
- Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Client Services Manager;
- Ensures that an up to date record is maintained with regard to the status of all projects being worked on;
- Provides substantive oversight to client-specific projects on a day-to-day basis;
- Demonstrates leadership to both the client and internal partners, delivering project objectives professionally and with high quality;
- Serves as team leader by assessing and developing employees through continuous training and mentoring;
- Instills confidence with the client and serves as a primary public face of Epiq’s high-quality service delivery offering;
- Assists Client Services Manager in evaluating team bandwidth and delegation of tasks internally;
- Works with Client Services Manager in assessing potential candidates along with implementing and executing onboarding sessions;
- Participates and takes ownership in Epiq’s regional and global initiatives acting as representative for regional location;
- Identifies areas for improvement in process on internal workflow and projects in a solution-oriented fashion.
Qualifications & Characteristics
- A solid understanding of eDiscovery and the litigation support industry which is typically a result of at least 4 years of experience in project management positions with law firms, corporate legal departments or eDiscovery service providers.
- Evidence of emerging leadership and staff development skills which help to motivate staff members and provide professional growth allowing them to assume additional responsibilities
- Demonstrated success in the management of multiple simultaneous projects.
- Oral and written communication skills which provide a strong and confident leadership presence.
- Excellent client relationship skills which include the ability to proactively manage client expectations, recognize client needs and adapt company capabilities to consistently meet client requirements.
- A solid understanding of database design and management, data processing activities and legal document review requirements.
- Demonstrated ability in each of the following areas: ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met.
- We are seeking a superior candidate for this unique role. As a result, we require the following background in candidates selected for this opportunity:
- A bachelor’s degree or equivalent industry experience. A graduate degree such as a Juris Doctorate (JD) degree or Masters of Business Administration (MBA) a plus.
- A minimum of 4 years consulting, litigation support, paralegal or attorney experience in a law firm, corporate legal department or eDiscovery service provider.
Your specific salary will be determined based on several factors:
- Location-based market rate for the role
- Your abilities in relation to the job specification
- Performance during screening and interview
- Pay parity with the wider team in the considered location
Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.
Click here to learn about Epiq's Benefits.
Epiq Leadership Compass
Fosters Relationships & Collaboration
Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.
- Build trust-based partnerships
- Nurture long-term relationships
- Remove collaboration barriers
- Celebrate cross-team success
Engages & Influences
Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.
- Use storytelling to build buy-in
- Align communication with organizational goals
- Guild alignment through strong engagement
Maximizes Performance
Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.
- Use data to identify improvement opportunities
- Make informed decisions
- Align team goals with boarder strategy
- Empower teams to manage their own goals
- Translate vision into clear priorities
- Prepare for disruptions with strong change management
Achieves Operational Success
Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.
- Improve workflows for team efficiency
- Use clear documentation and expectations
- Resolve issues quickly using data and feedback
It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
Originally posted on Himalayas