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- Sales Data Analysis:
Analyze sales trends, pipeline performance, and customer behavior to provide actionable insights to the sales team and leadership.
- Reporting & Dashboards:
Build and maintain sales performance reports and dashboards using Excel, Salesforce, or business intelligence tools. Ability to executive/board level briefing reports.
- CRM Administration:
Core Competencies (based on Consilio’s Values)
- Be flexible and embrace change;
- Take ownership for providing outstanding service;
- Value and respect the contributions of others, building trust and relationships with stakeholders;
- Take initiative, act with urgency be accountable and demonstrate unwavering commitment to do the right...
- Assist with the design and implementation of a robust, scalable Privilege Review Protocol to be used across litigation, investigations, and regulatory requests.
- Collaborate with internal stakeholders (Legal, Compliance, IT, Information Security, HR) and external partners (outside counsel, vendors) to ensure alignment on discovery and privilege objectives.
- Develop and deliver training on privilege protocols and eDiscovery best practices to internal teams and outside counsel.
- Monitor and interpret legal and regulatory developments affecting discovery obligations, privilege law, and data privacy.
Core Competencies (based on Consilio’s Values)
- Be flexible and embrace change;
- Take ownership for providing outstanding service;
- Value and respect the contributions of others, building trust and relationships with stakeholders;
- Take initiative, act with urgency be accountable and demonstrate unwavering commitment to do the right...
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...
· Ensure Operations activity progresses as scheduled and required for the eDiscovery projects
· Prioritize tasks for assigned projects and participate in transfer of work from one shift to another shift
· Support managers by providing project status and issue reporting as required
· Provide regular project status and issues updates to Operations management team (Global)
· Delegate tasks across Operations shifts as required to maintain consistent level of service
· Perform duties of a shift lead from time to time – including proactive queue management, quality control & resource...
· Ensure Operations delivery activity on the floor progresses as scheduled and required for the eDiscovery projects
· Escalate and resolve technical issues with IT support teams
· Interact with project managers on eDiscovery project schedules and delivery estimates
· Prioritize tasks for assigned projects and ensure coverage from his/her team members
· Guide seniors and consultants by providing them timely feedback as part of performance management
· Manage a team of 6-9 associates
· Report on project status and creating templates as required
- Works internally with colleagues and with clients in the planning and execution of data preservation using the most appropriate and legally defensible solutions
- Performs investigative analysis activities for a variety of digital devices, computers, storage media, servers, networks, and cloud-based services, including seizure and retention of mobile phones and handheld devices
- Performs data restoration and data conversion to prepare data for processing and hosting
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Travel and Expense Management:
- Manage travel arrangements for C-suite executives, including booking flights, accommodations, and transportation.
- Prepare and submit expense reports for C-suite executives, ensuring accuracy and compliance with company policies.
- Handle any travel-related issues or changes promptly and efficiently.
Calendar Management:
- Maintain and manage the calendars of C-suite executives, scheduling meetings, appointments, and events.
- Coordinate and prioritize executive schedules to ensure efficient time management.
- Handle meeting invitations, confirmations, and...
- The Infrastructure Architect establishes and maintains enterprise level architecture through the stages of planning, design and execution of all new platform buildouts. They are responsible for setting our strategic direction and future roadmap in the server and systems space.
- Works closely with multiple internal teams and third-party vendors to plan, design and execute projects that support our application strategies.
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Business Partnering & Stakeholder Management:
- Serve as a strategic business partner to divisional leadership, providing financial insights, analysis, and recommendations to support strategic decision-making and achieve business objectives.
- Build and maintain strong relationships with cross-functional teams, including sales, operations, and marketing, to drive alignment and collaboration in achieving financial goals.
- Present...
- Develop and maintain financial models to support business leaders and finance management in strategic planning and performance analysis.
- Create value-added commentary and insights for the monthly operations review, helping leadership understand key financial and operational trends.
- Conduct in-depth variance analysis, identifying drivers behind financial performance and recommending actions to improve results.
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Customer Satisfaction:
1. Service Level Agreements (SLAs)
- Ensure 15min response, follow-up and resolution SLAs are being met.
2.Provide the highest level of customer service to further solidify the relationship with Consilio’s COBALT...
Core Competencies (based on Consilio’s Values)
- Be flexible and embrace change;
- Take ownership for providing outstanding service;
- Value and respect the contributions of others, building trust and relationships with stakeholders;
- Take initiative, act with urgency be accountable and demonstrate unwavering commitment to do the right...
- Managing process and tracking of employee interviews and document collection on various projects;
- Assisting with internal reporting on ongoing projects and workstreams
- Providing end-to-end oversight of discovery matters and serving as primary client point of contact
- Providing expertise and consultative advice regarding data collections, processing, review workflows, analytics, and production/export deliverables
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- Risk Management
- Assist with the review and improvement of the risk register
- Assist with the development and tracking risk treatment plans
- Vendor Risk Management
- Perform vendor risk and security profile assessments, evaluate vendor...
- Data Processing and Analysis:
- Use Python to run and modify scripts for automating data extraction, transformation, and validation.
- Generate and maintain reports to track O2C metrics.
- Process Improvement:
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- Serve as the primary point of contact for clients during forensic collection or forensic analysis engagements, explaining the process and providing regular updates.
- Work closely with clients to understand their needs, scope of investigation, and collection requirements.
- Educate clients on data preservation strategies to minimize the risk of data spoliation or loss during investigations.
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Core Competencies (based on Consilio’s Values)
- Be flexible and embrace change;
- Take ownership for providing outstanding service;
- Value and respect the contributions of others, building trust and relationships with stakeholders;
- Take initiative, act with urgency, be accountable and demonstrate unwavering commitment to doing the right thing;
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