Discovery Consultant

Lighthouse

. Support outside sales professionals in maximizing revenue with existing clients and target prospects through pre-close and post-sales activities .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $94,339 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while effectively managing client relationships and supporting sales professionals. Proficient in Salesforce.com and Microsoft Office tools to facilitate strategic sales planning and project management.

Highest-signal resume keywords

Salesforce.com ManagementProject Proposal PreparationClient Relationship ManagementStrong Written CommunicationStrong Verbal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Pipeline ManagementContract NegotiationBudget ReportingRFP/RFI Response PreparationData Quality Checking

Soft Skills

Organizational SkillsAttention to DetailSelf-MotivationRelationship Building

Tools & Technologies

Microsoft OfficeSalesforce.comPowerPointExcelWord

Industry Keywords

EDiscovery ServicesLitigation SupportAccount PlanningProspectingTeam Selling

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Support outside sales professionals in maximizing revenue with existing clients and target prospects through pre-close and post-sales activities
Generate new leads, projects, and institutional client relationships
Help develop and implement strategic sales plans
Maintain Strategic Account Plans in Salesforce.com
Set meetings for the Vice President and perform conference outreach
Maintain accurate sales pipeline data and sales activities in Salesforce.com
Prepare, proof, and deliver project proposals and RFP/RFI responses for eDiscovery services
Prepare and submit estimates for new client projects
Support meetings through PowerPoint creation and preparation of required materials
Manage contracting processes, including document creation, contracting requests, stakeholder coordination, and negotiation support
Set up new projects in internal systems
Coordinate with project management, collections, and operations teams for seamless service delivery
Manage client and prospect relationships, follow-up communications, billing issues, and price/contract negotiations
Prepare and submit client reporting and budget updates
Review monthly invoices for pricing accuracy and budget adherence
Identify tasks that free outside sales professionals to focus on clients and prospects
Track and communicate industry trends, best practices, and competitive service offerings

Requirements

What you’ll need

BA or BS degree required
Strong written communication skills
Strong verbal communication skills
Strong organizational skills
Strong attention to detail and ability to quality-check work product
Ability to build trusted relationships with external and internal customers and peers
Strong Microsoft Office skills, including Exchange, PowerPoint, Word, and Excel
Familiarity with CRM tools such as Salesforce.com
Consistently high activity level and extreme self-motivation
Ability to work in a typical office/computer environment and communicate by telephone
May be required to be on call and work evenings and weekends
Ability to lift up to 20 lbs.
Experience supporting a sales team with prospecting, listening, follow-up, team selling, and account planning is a plus
Experience with electronic discovery, attorney document review, or litigation support services is a plus

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) with company match
Company-paid life and AD&D insurance
Company-paid short- and long-term disability
Telemedicine
Wellness plans
Generous Flexible PTO program
Paid volunteer days
Voluntary accident, hospitalization, and critical illness insurance
Pet insurance
Annual bonus or incentive program