Discovery Solutions Director

The Discovery Solutions Director is a role that supports and advises clients on the use of M365 and Microsoft Purview for eDiscovery, compliance, and data management.  This role will interact regularly with clients’ in-house teams (including Legal, Discovery, Compliance, IT, InfoSec, Privacy) to implement, assess, and train on Microsoft and discovery best practices.  The ideal candidate will be a strategic, solutions-focused thinker with excellent leadership abilities and a passion for leveraging technology to drive client success.  As a strategic consultant, the Discovery Solutions Director requires strong attention to detail, problem solving, communication, and people management skills.

Essential Responsibilities:   

• Provide expert guidance to clients and internal stakeholders on the implementation and optimization of M365/Purview for eDiscovery, data governance, and compliance
• Research and test new features and functionality to understand the impact for clients and Consilio stakeholders
• Stay abreast of the latest features and advancements in relevant technologies and discovery best practices
• Prepare and present educational sessions for clients and internal teams as a thought leader and subject matter expert in MS and discovery best practices
• Develop and manage relationships with stakeholders at Consilio, Microsoft, and client organizations
• Support clients’ strategic goals and objectives, as defined by clients in consultation with Consilio
• Provide recommendations on retention and deletion policies, including supporting clients through the implementation of those policies and related change management
• Advise on discovery best practices across the EDRM

Additional Responsibilities/Details:  

• Support Discovery Solutions projects as a SME and strategic consultant, from initial pitch and proposal through project delivery
• Provide recommendations on process improvements and opportunities for cost and risk reduction
• Facilitate and document workflow enhancements, as needed
• Encourage high-quality work product and a service-oriented approach across the delivery team

Minimum Education Requirements:   

• BA/BS degree or equivalent experience
• JD optional

Minimum Experience Requirements:  

• 10+ years of in-depth eDiscovery experience inside a corporate legal department, at a law firm, or at a discovery vendor
• 5+ years of management/leadership experience
• Strong expertise in MS Purview, including Data Security, Information Protection, Insider Risk Management, eDiscovery (Premium and Standard), Data Loss Prevention (DLP)
• Microsoft certifications preferred (e.g., SC-400, SC-200, MS-500)
• Hands-on experience with eDiscovery and legal hold software, such as RelativityOne, Nuix, Exterro, and other legal technology platforms
• Knowledge of data forensics methodologies and defensible collection best practices
• Ability to consult with Legal, Compliance, and Security teams to support investigations, litigation, or regulatory needs
• Demonstrated experience managing multiple, complex projects involving cross-functional teams operating within budgetary and schedule constraints
• Demonstrated ability to manage client expectations and maintain client satisfaction

Other Requirements:  

• A proactive approach to problem-solving and the ability to anticipate client needs
• The ability to confront unexpected problems quickly and effectively
• The ability to explain complex technical concepts to non-technical stakeholders
• Excellent communication skills and experience delivering client-facing consulting and advisory services

Consilio’s True North Values

• Excellence
  We strive to make every client our advocate
• Passion
  We DO because we CARE
• Collaboration
  We win together through teamwork and communication
• Agility
  We flex, adapt and embrace change
• People
  We value, respect and invest in our teammates
• Vision
  We create clarity of purpose and a clear path forward

Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.