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- Develop and articulate a clear grasp of eDiscovery services.
- Make concise and compelling presentations to a variety of audiences; capture the attention and engagement of the most demanding and time-pressed audiences.
- Balance the need to close business quickly while concurrently working with clients consultatively to identify client needs and match them with service offerings.
- Work in partnerships with internal subject matter experts to capture and maximize revenue opportunities.
- Manage a healthy pipeline of opportunities from identification through close.
- Maintain an active calendar of new client meetings and industry networking events.
- Develop and articulate a clear grasp of eDiscovery services.
- Make concise and compelling presentations to a variety of audiences; capture the attention and engagement of the most demanding and time-pressed audiences.
- Balance the need to close business quickly while concurrently working with clients consultatively to identify client needs and match them with service offerings.
- Work in partnerships with internal subject matter experts to capture and maximize revenue opportunities.
- Manage a healthy pipeline of opportunities from identification through close.
- Maintain an active calendar of new client meetings and industry networking events.
- Develop and articulate a clear grasp of eDiscovery services.
- Make concise and compelling presentations to a variety of audiences; capture the attention and engagement of the most demanding and time-pressed audiences.
- Balance the need to close business quickly while concurrently working with clients consultatively to identify client needs and match them with service offerings.
- Work in partnerships with internal subject matter experts to capture and maximize revenue opportunities.
- Manage a healthy pipeline of opportunities from identification through close.
- Maintain an active calendar of new client meetings and industry networking events.
- Develop and articulate a clear grasp of eDiscovery services.
- Make concise and compelling presentations to a variety of audiences; capture the attention and engagement of the most demanding and time-pressed audiences.
- Balance the need to close business quickly while concurrently working with clients consultatively to identify client needs and match them with service offerings.
- Work in partnerships with internal subject matter experts to capture and maximize revenue opportunities.
- Manage a healthy pipeline of opportunities from identification through close.
- Maintain an active calendar of new client meetings and industry networking events.
- Develop and articulate a clear grasp of eDiscovery services.
- Make concise and compelling presentations to a variety of audiences; capture the attention and engagement of the most demanding and time-pressed audiences.
- Balance the need to close business quickly while concurrently working with clients consultatively to identify client needs and match them with service offerings.
- Work in partnerships with internal subject matter experts to capture and maximize revenue opportunities.
- Manage a healthy pipeline of opportunities from identification through close.
- Maintain an active calendar of new client meetings and industry networking events.
- Drive inbound leads through cold calling, email correspondence, event attendance and other outbound marketing
- Identify relevant contacts across Government departments, local councils, law enforcement, NHS trusts, and other public sector organizations
- Arrange client facing meetings and support with the preparation and execution of these meetings
- Own the follow up process and maintain a regular dialogue with contacts
- Attendance at marketing, networking and other relevant industry events
- Work with the account management team to drive growth across existing accounts
- Use integration tools to integrate and implement hardware and software solutions across the organization.
- Handle a broad range of software and other programming tasks to ensure that their systems integrations are functional.
- Implement integration system best practices in their organization for the sake of legal and ethical policies for integration.
- Define and drive integration strategies and methods and then plan them in accordance with established deadlines and time schedules.
- Monitor integrations to ensure that the outcome of the integration has met the organization’s needs.
- Educate/communicate to the organization about the system and hardware integration procedure, its implementation, and its use, including documentation.
- Ensures the organization performs with the appropriate sense of urgency relative to the client impact and/or the overall exposure software or system issues may present for our overall growth trajectory
- Is responsible for ensuring the support escalation protocol is being followed, or to elevate escalation if higher priority is warranted
- Lead critical product escalations, including outside of standard business hours as needed
- Determines if/when and which internal resources to swarm on support investigations/escalations – gets the right people involved at the right times
- Coordinates summary communication with all key product stakeholders (ex. weekly summaries for executives, issue-specific point summaries for team leads, issue-specific point summaries for involved client services and account management, etc.)
- Is responsible for assigning action items – and ensuring follow up - from adjacent teams (ex. improved NOC monitoring, prioritized defects and enhancements to product, new test case creation to QA, etc.)
- Is responsible for coaching appropriate response and clear communications from all team members
- Knows who to go to and who to connect to each other for maximum effect (so that we can do less “bell ringing”)
- Determines whether SLAs are being met, and involves department heads if not
- Reports to key stakeholders on responsiveness metrics for support activity and communication
- Monitors communications and ensures they are adequate to the priority of the issue, stepping in when necessary
- Understands which client projects are currently in the environment, scope, status, and relative priorities (Sensitive Project List); will coordinate keeping this list accurate with Client Managers
- Is supplemental to Support and Engineering to isolate to root cause(s) and workarounds without being burdensome on the investigation
- Leads process for providing updates, notifications, and next steps for front-liners (not for other/involved Engineering and Tech Support) from start through conclusion/resolution, as well as root cause/debrief (What happened, what are we doing about it, when will it be done, why did it happen); will issue Product Bulletins to front-liners once a meaningful production issue is identified
- Ensures proper stakeholders are aware of the criticality of the need relative to the severity/risk of the issue
- Ensure Engineering and Tech Support have, and are executing to a plan, to continue investigation to get to root cause and resolution
- Ensures team members from Support, Engineering, and others as needed are coordinated afterhours for communication and continuity across the day/night, leveraging our global resources
- Will be attentive to formation of gaps/lulls in progress, and steps in to keep things moving at a pace appropriate to the relative risk of the issue
- Understands the expected behavior of the system - capabilities and performance of ingestion, searches, and productions under normal circumstances
- Leads post investigation reviews (how did we do as an organization responding to the issue, what can we do better/prevent for next time); Response evaluation post-mortems
The Escalations Director will also periodically assist in the following activities:
- Measure and report on the organization’s responsiveness and effectiveness with client issues and escalations
- Proactively recommend improvements to products, infrastructure, and processes
- Create and enhance of UI/UX for several new and existing Consilio web-based products for litigations, AI/analytics, investigations, legal hold, and cyber incident review.
- Meet directly with stakeholders and external clients to capture insights and get feedback to inform and optimize UX designs
- Be able to articulate why a UX design is the best experience for the user
- Collaborate with Product Managers and Software Engineering architects to create high-level platform designs
- Create and manage component library structure with Engineering
- Lead relevant UX activities including persona development, user flow creation and documentation, wireframes, interaction design, visual design, and interaction testing
- Help establish best practices and develop a process and standard around UX; building upon our existing UI/UX guidelines, document and define expanded scope and improvements to the UI/UX standards and guidelines
- Design screen layouts, interaction flows, mockups/prototypes – be able to communicate the end to end user experience verbally and visually
- Create HTML pages for UI designs and deliver them to Engineering
- Identify and solve usability and UI design problems
- Work and collaborate closely with Product Managers and Engineering
- Handle multiple projects and priorities without compromising quality
- Stay on top of user/customer experience trends and best practices across interaction types
Management of Projects:
- 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
- Creating and maintaining project schedules, including defining activities, sequence, dependencies, work effort, duration and associated resource requirements
- Developing and managing relationships with internal teams
- Defining, communicating, implementing and monitoring quality standards on all project deliverables
- Planning and managing internal and external project communications, ensuring effective exchange of project information and deliverables
- Serving as expert on Consilio’s review platforms and proprietary offerings
- Forecasting, tracking and managing project budgets and invoices
- Successfully overseeing multiple, concurrent projects
- Generating and distributing reporting metrics for processed requests and KPI’s on a regular basis
- Developing strong client relationships through collaborative, consultative service
- Serves as the main Point of Contact (POC) for various administrative functions including on-boarding new hires, email announcement and communication, maintaining an employee directory, maintaining a MS Teams and SharePoint file site and team calendar organization
- Assist with special projects, presentation creation in PowerPoint, agenda creation and distribution and extensive detailed reporting in Excel
- Maintain team calendars, schedule and lead Zoom webinars and MS Team meetings for 200 plus attendees and travel arrangements
- Collects, prepares, and provides analysis of data for use in discussions and meetings with the leadership team
- Assist with client activity, presentations and reporting
- Provide the highest level of customer service to further solidify the relationship with Consilio’s COBALT customers by:
- Assistance with logging into the system, navigating the interface and performing specific tasks.
- Guidance on advanced features such as searching and exporting.
- Troubleshoot and resolve support issues.
- Ensure service level agreements are consistently being met.
- Have a passion for speaking to customers, with expertise in the following areas:
- Security awareness of caller/user identification and approval polices.
- Customer advocacy when collaborating with other teams and keeping the customer updated on resolution.
- Awareness of eDiscovery life cycle.
- Assist with the development and implementation of ServiceNow applications and automation and provide technical insight in designing and supporting the CSM and ITSM workspaces while aligning to best practices.
- Collaborate with developers on implementing integrations for various systems that interact with ServiceNow.
- Provide guidance on maximizing the utilization of the platform and stay current on best practices and system enhancements.
- Perform reviews of existing workflows to ensure they are effective and efficient.
- Monitor system functionality, maintenance, and upgrades, including integration and process automation.
- Act as a point of contact for administration, configuration, monitoring, maintenance, and support of the ServiceNow applications and workspaces.
- Assist in troubleshooting ServiceNow application issues, efficiently identifying and delivering effective solutions.
- Assist in the development and implementation of improvements to processes and tools.
- Collaborate with cross-functional teams to understand their needs and develop solutions to meet those needs.
- Use ServiceNow functionality and scripting tools to develop automation for tasks managed within ServiceNow.
- Works out of the Chicago office to manage the remote mobile device collection kits including tracking, flashing new base images to the devices, kit sanitization, and deploying as requested
- Preserve and collect original evidence items to digital format
- Assist examiners working remotely with accessing department infrastructure and hosts
- Support directed initiatives to increase the operational efficiency of the department
- Provide technical troubleshooting of hardware and software
- Follow the standard operating procedures laid out corresponding to each workstream for the eDiscovery projects.
- Work on priorities as directed by shift or team.
- Handoff the tasks to next shift as per standard protocol.
- Use various ESI discovery data processing platforms to extract text and metadata from electronic.
- Convert electronic documents to image files (TIF, PDFs) as required.
- Load data into hosting platform for review.
- Support Project Management by assisting with document searching and tagging in hosted in hosted database.
- Perform quality control of work.
- Participate in regular policy and procedure review meetings with other team.
- Participate in knowledge sharing sessions organized by Operations team from time to time.
- 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 management.
- Modify and execute complex SQL queries and data file management task.
- Track and record project workflow and milestones as required.
- Use various ESI discovery data processing platforms to extract text and metadata from electronic documents.
- Use multiple products & techniques to handle issues with electronic documents tiffing/imaging processes.
- Troubleshoot issues that may occur during data loading into hosting platform for review.
- Support Project Management by assisting with document searching and tagging in hosted database.
- Prepare client data deliverables (including exception reports, delivery reports, execute custom tasks etc.)
- Determine the most effective and efficient way to complete tasks and meet client expectations with available resources.
- Trouble-shoot and resolve issues prior to escalation to Operations management and/or engineering.
- Perform quality control of work product including production QCs, metadata population checks etc.
- Provide formal classroom-based training to other team members on E-discovery applications and concepts.
- Participate in regular policy and procedure review meetings with other team members.
- Assist Operations management with various administrative tasks (e.g., scheduling).
- Coordinate with other E-discovery teams (Collections, Forensics, Application Support, Quality Control, Engineering, and PMs) to appropriately plan engagements to meet client deliverables/timelines, resolve specific issues, and improve overall quality and efficiency.
- Assist Operations management with planning and documentation of Operations policy and processes.
- Conduct and participate in knowledge sharing sessions organized by Operations team from time to time.
- Get certified with industry leading certificates like RCA, Nuix Master, six sigma etc.
- Manage the day-to-day operations (Data Loading to Productions) of the data operations function for Relativity.
Essential Responsibilities:
- Serves as the main Point of Contact (POC) for various administrative functions to-include, but not limited to on-boarding new hires, answer phone lines, collect and distribute messages, and order breakroom and office supplies. Maintain all breakrooms in office, including checking stock of snacks and drinks and maintaining a clean space.
- Ensure all personnel and visitors obtain and wear badges and observe security measures. Handle issuance and deactivation of security badges for employees, vendors, and visitors, working with building security as needed to provide employee updates.
- POC for all equipment, building maintenance, and building issues. Liaise with building management as needed.
- Order and submit paperwork for department equipment and supply purchases.
- Responsible for mail management including collecting and distributing incoming mail, creating shipping labels for employees outside of admin department as needed, and scheduling shipment pick-ups and deliveries.
- Complete and reply to incoming requests/task using ticketing system. Create tickets for requests requiring other departments.
- On-Call after hours and weekends as needed for all emergency Administrative and Building needs.
Additional Responsibilities/Details:
- Processes expense reports for self and others, help with special projects, help organize office events, maintain databases and reporting, and submits all invoices received for payment.
- Schedule meetings and travel arrangements. As requested, coordinate scheduling and use of conference rooms for meetings. Liaise with catering companies and tend to luncheon details where required.
- Other duties as assigned.
- Perform technical analysis, design, development, implementation of applications with necessary customization.
- Support cross systems and related integrations across native Salesforce eco system.
- Build solution on Salesforce.com platform, including development in Lightning Web Components, Visualforce, Apex and Web Services.
- Work with a cross-functional team to maintain and enhance Salesforce applications in iterative release cycles.
- Troubleshoot and fix defects for planned releases and production issues.
- Research and find opportunities to utilize SFDC best practices, guidelines to improve system productivity, scaling and monitoring.
- Working closely on onboarding/ offboarding and lending support to HRSS team - coordination between departments, data collection and communication, scheduling meetings with stakeholders as needed.
- Creating and managing new hire profiles on HRIS/various other HR systems.
- Preparing employee letters.
- Maintaining employee data and sharing with internal teams/ external vendors as needed.
- Ability to manage the queue of employee requests and liaising with stakeholders for effective solutions.
- Ensure data quality while maintaining and protecting confidential data with utmost scrutiny, judgment, and care Interface between the HR team.
- Experience working with other geographies (apart from India), will be preferred.
- Test the effectiveness of data processing systems and maintain records for privacy procedures and workflows.
- Perform data privacy impact assessments, maintain and periodically update company’s privacy information management system.
- Maintain the data flow mapping, PII inventory process, data leak control assessments.
- Collaborate with data owners to drive an efficient remediation process, create the necessary reporting metrics around the remediation steps.
- Perform activities to assess and measure compliance to internal and external requirements relating to data privacy on an ongoing basis.
- Effectively tracking, monitoring and reporting on privacy controls including any exceptions reported.
- Assist with incident response program from management of the incident to remediation, reporting and tracking.
- Perform vendor / sub-processors profile assessments, perform data privacy impact assessments and evaluate responses including the potential for creating action items and maintain records.
- Participate in enterprise business impact analysis, risk assessment and internal audit activities.
- Assist in coordination and remediation of all audits including internal, client, and certification audits.
- Collaborate with Information Technology, Development and Business Operations to provide effective solution relating to data privacy and security matters.