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• Manage and execute day-to-day e-discovery project tasks across multiple concurrent matters.
• Provide end-to-end oversight of discovery matters and serve as the primary client point of contact.
• Mentor, train, and delegate to an assigned team of Administrators while ensuring quality standards.

Consilio is a global eDiscovery and legal technology services company that supports law firms and corporations with discovery management. It is an equal opportunity employer with a culture driven by values including collaboration, innovation, and grit.

• Oversee end-to-end eDiscovery projects, serving as the primary client point of contact.
• Mentor and guide junior project team members while collaborating with legal and IT stakeholders.
• Manage budgets, schedules, and quality standards across multiple concurrent matters.

Consilio is a legal technology and eDiscovery services company that supports law firms and corporations with data collection, processing, review, and production. They emphasize a collaborative culture built on innovation, client experience, and professional growth.

• Lead and manage complex e-discovery projects end-to-end.
• Collaborate with attorneys, paralegals, IT, and client teams.
• Mentor junior project managers and drive client success.

Consilio is a global eDiscovery and legal technology services provider that supports law firms and corporations with discovery, review, and compliance solutions. The company fosters a culture of client experience, collaboration, innovation, and grit, and values outstanding service and teamwork.

• Manage multiple concurrent eDiscovery projects end to end, covering initiation, planning, execution, review, delivery, and closeout.
• Serve as the primary client contact, building trusted relationships and providing clear updates on project status, risks, and deliverables.
• Coordinate internal teams, apply EDRM knowledge, and oversee financial aspects such as forecasting and invoicing.

This company provides eDiscovery project management services, guiding complex legal and corporate projects from initiation through final delivery. They foster a small, collaborative, and diverse team environment that is fast-paced, detail-oriented, and committed to high-quality client outcomes.

• Build strong relationships with LegalFiles customers to understand their goals and drive value realization.
• Serve as primary point of contact for strategic accounts, guiding onboarding, configuration, and best practices.
• Manage escalations and advocate for customer needs with Product, Engineering, and Support.

We redefine legal operations through AI, streamlining enterprise legal management, spend management, and contract lifecycle processes. We're a team of bold thinkers and builders excited to shape the future of legal tech.

• Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
• Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
• Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

• Develop and execute customer success strategy to drive retention, adoption, and long-term value.
• Lead strategic account planning, executive engagement, and revenue expansion with Sales.
• Scale a high-performing organization, champion AI adoption, and use data to optimize success.

Veeva Systems is a mission-driven pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. We surpassed $3B in revenue as a public benefit corporation balancing customer, employee, society, and investor interests.

• Own the full customer lifecycle, acting as a trusted advisor to help clients maximize value from Symplicity and Orbis solutions.
• Facilitate discovery workshops and translate business requirements into actionable recommendations for internal and external teams.
• Proactively identify at-risk clients, drive adoption, and uncover upsell opportunities while supporting billing and community initiatives.

Symplicity & Orbis Communications creates innovative technology solutions for post-secondary institutions, helping universities improve student experiences and strengthen connections. The company fosters a collaborative and supportive culture focused on employee wellbeing, professional development, and team engagement.

• Lead comprehensive case intake conversations with attorneys and develop targeted expert witness search strategies.
• Manage end-to-end client engagements, ensuring timely delivery and exceptional quality of all deliverables.
• Build and maintain strong relationships with attorney clients, presenting findings and recommendations to key stakeholders.

Expert Institute is a leading expert consulting and insights platform that helps plaintiff firms win more cases. Founded in 2010, they have supported over 5,000 firms nationwide and deliver solutions through their SaaS platform Expert iQ.

• Guide CSMs in driving adoption, value realization, retention, and long-term success across strategic accounts.
• Oversee renewal planning and execution across the team's portfolio and partner with Sales for expansion.
• Lead, coach, and develop CSMs while fostering a high-performing team focused on client value.

Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business, representing over $50 billion in annual GMV, and they offer a remote-first culture with comprehensive benefits.

• Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
• Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
• Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.

Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.

• Own a book of tree service clients from onboarding to growth, managing relationships by phone, text, and email.
• Upsell clients onto larger plans and collaborate with Marketing Strategists to boost ROI.
• Use Slack, ClickUp, GoHighLevel, and the Tree Traction app to run campaigns and flag issues.

Tree Traction helps tree service companies get predictable, exclusive, high-value leads through hyper-targeted direct mail. It has served 220+ companies and reached $6M ARR in 3 years without outside capital, with a culture of proactive ownership and transparency.

• Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
• Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
• Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.

Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.

• Lead strategic enterprise account relationships, acting as the customer's ultimate advocate and advisor for platform optimization and multi-year adoption.
• Manage a portfolio of high-value accounts while coaching two Strategic Account Managers to drive retention, expansion, and measurable client outcomes.
• Orchestrate cross-functional teams, influence C-suite stakeholders, and oversee Customer Business Reviews, roadmap sessions, and risk mitigation.

Cayuse provides integrated, easy-to-use technology that empowers organizations conducting globally connected research to advance their impact on science and discovery. The company is a collaboration of highly skilled, multi-disciplinary experts committed to customer and employee focused values and ambitious growth.

• Own adoption and success for a portfolio of Fieldguide advisory customers, driving usage, outcomes, and retention.
• Actively work inside the product to configure workflows and templates, helping advisory teams modernize delivery methods.
• Collaborate cross-functionally to provide practitioner-level feedback and influence product roadmap priorities.

Fieldguide builds software that automates and streamlines assurance and audit work for cybersecurity, privacy, and financial audit practitioners. They are a remote-first startup backed by top investors, with an inclusive and supportive team culture.

• Manage a book of global, complex customers to drive adoption and growth.
• Perform adoption analysis and lead joint planning to increase product value.
• Drive customer advocacy by aligning cross-functional teams to resolve issues.

Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.

• Be the voice of the customer, turning insights into actions that improve outcomes and experience.
• Drive product adoption and value realization through success planning and executive business reviews.
• Partner with Sales to identify upsell and cross-sell opportunities while managing retention.

Unit4 empowers people in service organizations with innovative Enterprise and Business software solutions. They are a people-first community with a high-performance team that values trust, accountability, and authenticity.

• Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
• Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
• Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.

Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.

• Serve as the primary client-facing consultant and central point of coordination for AI & Analytics relationships.
• Combine data analytics expertise with artificial intelligence knowledge to recommend solutions and ensure consistent service delivery.
• Exercise independent judgment to anticipate client needs, manage escalations, and align solutions with business objectives.

Consilio is a legal technology and eDiscovery services company that helps clients manage data, document review, and AI-driven analytics. The firm emphasizes client experience, collaboration, innovation, and grit, valuing accountable and proactive consultants.

• Own a portfolio of customer relationships, driving adoption, retention, and renewals.
• Lead onboarding, training, and business reviews to ensure confident rollout and ROI.
• Partner with Product and Engineering to surface customer insights and resolve issues.

Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI. They are a profitable, rapidly growing company with a team of roughly 140 people distributed across North and South America, valuing ownership, transparency, and continuous improvement.