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- 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
- 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
- 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
- Responsible for document collections, custodian interviews
- Execute searches of data, utilize analytics to identify relevant data
- Review ESI stipulations
Essential Responsibilities:
- Relativity
- Hold extensive knowledge on Relativity’s UI, and the concept, machine learning, and search capabilities
- Independent Contributor
- Proactively identify places to contribute
- Troubleshoots problems, identifies root causes, and enact best path forward
- Responsible for executing complex Data Analytics workflows
- Responsible for executing large-scale complex projects
- Responsible for executing complex Technology Assisted Review projects
- Subject matter expert (SME) and Consultant
- Present to clients and internal teams as an SME on all analytics offerings
- Spot analytics opportunities and collaborate with other teams
- Advise, communicate, coordinate, and implement strategies, solutions, and workflows
- Conduct project audits
- Enter metrics including billing time entry and culling metrics in line with team expectations
Additional Responsibilities/Details
- Understand/Strategize corporate impact
- Tailor solutions to meet both business and project needs
Essential Responsibilities:
- Relativity
- Hold extensive knowledge on Relativity’s UI, and the concept, machine learning, and search capabilities
- Independent Contributor
- Proactively identify places to contribute to and drive process improvement
- Troubleshoots problems, identifies root causes, and enacts best path forward
- Implement complex Data Analytics workflows with no oversight
- Take ownership of large-scale complex projects, from beginning to end
- Directly lead complex or high-profile Technology Assisted Review projects
- Subject matter expert (SME) and Consultant
- Present to clients and internal teams as an SME on all analytics offerings
- Spot analytics opportunities and collaborate with other teams so that these opportunities are not missed
- Apply SME knowledge to matters to identify workflows and solutions
- Communicate, Coordinate, and Implement solutions and workflows and effectively communicate to project teams
- Advise internal teams on existing strategies, workflows, solutions and develop new ones
- Perform full project audits, as needed
Additional Responsibilities/Details
- Understand/Strategize corporate impact by understanding the business’ needs and tailor solutions that meet these needs as well as project needs
- Identify items such as workflows, client agreements, proposals that conflict with Consilio’s business interests and propose alternative solutions
- Enter metrics including billing time entry and culling metrics in line with team expectations
- Management of Projects
- Providing end-to-end oversight of multiple eDiscovery 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;
- Successfully overseeing multiple, concurrent projects;
- Generating and distributing standard data metrics reporting and other identified KPI's on a regular basis;
- Developing strong client relationships through collaborative, consultative service.
- Track ongoing collection, processing, review workflow enhancements, and standardization efforts
- Assist with revising process documentation as needed
- Facilitate remote collection of data from enterprise systems, including Exchange servers, file shares, and cloud-based collaboration and communication tools
- Verify, analyze, and transfer secure data sets
- Record collection efforts, update chain of custody and media collection logs
- Effectively communicate with case teams and other Legal and corporate stakeholders in support of the discovery workflows
- Analyze and deploy best practices applicable to the handling and analysis of electronic evidence
Additional Responsibilities/Details:
- Utilize off-the-shelf and proprietary data collection, analysis, and reporting tools
- Support other team members with training and education to encourage best practices and high-quality service
- Work at direction of PMO project managers
- Responsible for maintaining organization of cases
- Case closure
Additional Responsibilities/Details:
- Utilize off-the-shelf and proprietary data collection, analysis, and reporting tools
- Support other team members with training and education to encourage best practices and high-quality service
Core Competencies
- 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 thing;
- Recognize, develop and celebrate individual and team successes;
- Lead with conviction
Essential Responsibilities:
Leadership
- Lead by example and with humility;
- Lead a culture of continuous improvement;
- Provide leadership and oversight of multiple project teams, including managing team utilization, resource planning training needs and serving as a point of escalation;
- Manage client facing issues, and escalate to leadership, if necessary;
- Work with managers to identify and communicate team objectives;
- Provide training, feedback and support for the development of your team;
- Motivate to create an environment where employees thrive;
- Articulate short and long term goals and evaluate the performance of your team against them and core competencies;
- Identify and manage resource needs, balancing activity across the team;
- Interview prospective candidates and assist with their onboarding;
- Promote and coordinate team building activities;
- Identify and facilitate growth opportunities for colleagues;
- Delivering n team and individual SLA’s;
- Define, negotiate, articulate, implement and monitor quality standards on all project deliverables, achieving quality targets.
Management of Projects
- Create and maintain the project schedule, which defines activities, sequence, dependencies, work effort, duration and associated resource requirements;
- Plan and manage internal and external project communications (with client and internal team), ensuring effective exchange of project information and deliverables;
- Create, improve and achieve client forecasting, tracking and project budget requirements;
Sales Support
- Knowledgeable about and able to speak competently of Consilio's service offerings;
- Develop strategic external relationships through participation and presentation at industry events, publication of articles, membership in relevant thought leadership groups, and similar activities;
- Participate/conduct business development activities with existing and new clients such as participating in sales presentations, building personal relationships with potential clients;
- Serve as a point for client contact on incoming projects and industry inquiries as necessary;
- Assist with drafting customized protocols and other non-standard operating procedures for MSA clients or clients with ongoing and continuous projects.
- 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.
Essential Responsibilities:
- Support and maintain highly available storage services, backup/restores, and related systems.
- Handle the diagnosis of complex storage problems including provisioning infrastructure and performance management
- Diagnose issues and problems bridging various other layers and their interactions with storage, including virtualization, operating systems and applications.
- Perform system maintenance in accordance with established schedules and best practices.
- Install, update and maintain supported systems as necessary.
- Collaborate on projects for improving, securing, and deploying storage systems.
- Work off hours when required to troubleshoot, perform maintenance activities, system upgrades or data migrations
Additional Responsibilities/Details:
- Ability to perform effectively and constructively cope with the stresses inherent to 24x7 business support situations.
- Ability to understand, apply and adhere to all stated security-related practices.
- Ability to maintain a high level of awareness related to security.
- 10% travel may be required with this position: globally.
Leadership -
- Serve as a point of escalation for junior members of the team.
- Provide training and supervision for junior team members.
- Motivate to create an environment where employees thrive.
- Manage and plan project resources.
- Identify and facilitate growth opportunities for colleagues.
- Identify areas of operational risk and implement strategies to mitigate such risk for your clients.
- Participates in strategic client meetings (quarterly meetings; in person meetings, etc.) & oversee client level reporting.
- Initiate and participate in business development opportunities with GRO.
- Initiate and provide guidance to junior PMs regarding building of client relationships.
Management of Projects -
- Provide end-to-end oversight of discovery matters and serving as primary client point of contact.
- Provide expertise and consultative advice regarding data collections, processing, review workflows, analytics, and production/export deliverables.
- Create and maintain project schedules, including defining activities, sequence of events, dependencies, work effort, duration and associated resource requirements.
- Develop and manage relationships with internal teams.
- Define, articulate, implement and monitor quality standards on all project deliverables.
- Plan and manage internal and external project communications, ensuring effective exchange of project information and deliverables.
- Serve as an expert on Consilio's review platforms and proprietary offerings.
- Forecast, track and manage project budgets.
- Successfully oversee and consult on multiple, concurrent complex projects.
- Generate and distribute reporting metrics and other identified KPI's as needed for each project.
- Develop strong client relationships through collaborative, consultative service.
- Perform tasks related to the forensic examination of ESI under supervision of a Senior Analyst and Manager.
- Assist with testing and research for new workflows and methodologies.
- Perform remote and onsite collections in a defensible manner.
- Travels to onsite locations (regional and international) with a team or independently to perform data collections.
- Follows Digital Forensic good practice methodologies (ISO17025 standard and ACPO Principles of Digital Evidence) in all aspects of the forensic and eDiscovery workflow.
- Displays professionalism and competence in communications to clients.
- Assists with project management of forensics works for the team, i.e email communications.
- Ability to be responsive to internal and external communications.
- Demonstrate working knowledge and understanding of evidence management.
- Displays comfort operating in a client-facing environment.
- Ability to work independently on-site on small sized engagements.
- Post customer payments to accounts receivable ledger.
- Escalate all accounts receivable issues to business management and appropriate operational manager.
- To prepare monthly cash receipts forecast for assigned customer accounts.
- Research customer receivable and payment issues.
- Provide backup support to revenue billing staff as required.
- Provide customer service regarding collection issues.
- Proper center and expense coding within general ledger.
- Research AR invoice and payment issues as required.
- Interact and support general accounting staff as required.
- Maintain cash application files of supporting documentation.
- Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
- Must communicate and follow up effectively with sales managers regarding customer accounts on a timely basis.
- Perform other assigned tasks and duties necessary to support the Revenue Team.
- Perform hosting activities necessary to prepare data for attorney review, including user and case administration, loading documents, performing searches, and index management.
- Perform hosting activities necessary to prepare data for production, including conversion to TIFF or PDF, branding, exporting documents, and load file generation.
- Answer and appropriately handle incoming service requests via email, ticketing system, voicemail, phone, IM, and in person. Escalate problems when appropriate.
- Conduct quality control evaluations of each process performed.
- Work effectively as part of a project team.
- Solve basic technical issues, such as user access errors, TIFF conversion errors, and file loading errors.
- Perform end-to-end document productions.
- Assist with the resolution of any software issues related to the supported applications.
- Maintain technical documentation necessary to make the assigned systems operational and efficient.
- Provide support for escalated service requests, including problem identification and resolution.
- Solve moderate technical issues, such as document permission errors, production export errors, custom object troubleshooting, and data normalization.
- Ensure compliance with policies and procedures.
- Provide mentoring and training to junior team members.
- Stand in for the Hosting Team Lead when they are out of the office.
- Perform tasks related to the forensic examination of ESI under supervision of a Manager.
- Conduct testing and research for new workflows and methodologies.
- Confidently perform remote and onsite collections in a defensible manner.
- Attend Consilio forensic lab to leverage infrastructure/job requirements, as needed.
- Travels to onsite locations (regional and international) with a team or independently to perform data collections.
- Leverages experience with forensic tools, including Encase, FEC, FTK, Axiom, Oxygen and Cellebrite to carry out forensic investigations.
- Follows Digital Forensic good practice methodologies (ISO17025 standard and ACPO Principles of Digital Evidence) in all aspects of the forensic and eDiscovery workflow.
- Displays competence in delivery of complex technical information to non-technical clients.
- Demonstrate working knowledge and understanding of evidence management.
- Displays high degree of comfort operating in a client-facing environment and meeting the needs of clients.
- Ability to work independently on-site on small to medium sized engagements.
- Ability to be responsive to internal and external communications.
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.
Project Team Leadership:
- Leading an assigned team of project managers and project coordinators.
- Serve as a point of escalation for junior members of the team.
- Managing utilization and project assignment within the project team.
- Providing training and supervision for junior team members.
- 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.
- Management of Projects
- Providing end-to-end oversight of multiple eDiscovery 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 an expert on Consilio's review platforms and proprietary offerings;
- Forecasting, tracking and managing project budgets;
- Successfully overseeing multiple, concurrent projects;
- Generating and distributing standard data metrics reporting and other identified KPI's on a regular basis;
- Developing strong client relationships through collaborative, consultative service.
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.
• Develop and execute sales strategies to drive revenue growth
• Identify, qualify and cultivate new business opportunities by targeting potential clients and maintaining existing relationships.
• Demonstrate a thorough understanding of the eDiscovery process, including the Electronic Discovery Reference Model (EDRM), legal and regulatory requirements, and relevant technologies and tools.
• Demonstrate knowledge of Relativity.
• Collaborate with internal teams, such as marketing, product development and team members.
• Continuously develop and update personal knowledge of eDiscovery tools, technologies, and best practices including a developing a deep understanding of Consilio proprietary tools.
- 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.