Discovery Consultant
灯塔是什么特点?灯塔建立在独特,有同情心和高度驱动的个人基础上。我们提高了周围的人的优势和才能,同时利用增长机会。我们提供解决复杂的问题的经验,同时继续发展你的职业生涯的多个方面。灯塔是创新得到支持的地方,合作是成功的关键成分。我们一起成长,更加强大在一起。这项角色具有什么特色?发现顾问帮助外部销售专业人员通过前闭幕和售后活动来最大限度地与现有的客户获得收入并针对潜在客户。这一职位使外部销售专业人员能够最大限度地提高销售时间和收入产生。该人将会做什么?· 帮助外部销售人员创造新的潜在客户,项目和机构客户关系 · 帮助制定和实施战略销售计划来深化与新和现有客户的关系。在 Salesforce.com 中维护战略账户计划 · 帮助设定副总裁会议并进行发布会员出发活动 · 在 Sales Force.com 内保持准确的销售管道数据和销售活动,包括帐户,机会,任务/活动和联系方式 · 帮助准备,证明和交付项目建议及对 eDiscovery 服务的 RFP/RFI 的回应 · 为新客户项目做好准备并提交估计 ·支持即将到来的会议,包括初步 PowerPoint 创建和管理以及其他必要材料 ·管理合同过程,包括从模板中创建文件,提交合约请求,与内部和外部利益相关者协调,以及合同谈判支持 ·确保内部系统内新的项目进行正确设置 ·与项目管理,收集和运营团队协调以确保无地提供服务 ·协助客户与潜在客户关系管理,包括后续沟通,解决账单问题,进行价格/合同谈判 ·准备并向客户提交客户报告和预算更新 ·审查月票以确认准确的定价和遵守预算 ·积极确定可承担外销售专业人员更能与客户和前景互动的任务的机会 ·承诺持续教育,研究,跟踪和传播行业趋势,
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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 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.
Originally posted on Himalayas