Analyst, Vertical Accounts

Posted Yesterday
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Bangalore, Bengaluru, Karnataka, IND
In-Office
Mid level
Legal Tech
The Role
Supports a portfolio of vertical accounts by coordinating account planning, CRM accuracy, pipeline reporting, client communication, delivery alignment, governance meetings, and action tracking. Identifies and qualifies upsell and cross-sell opportunities, escalates risks, and contributes to account management best-practice sharing. The role is full-time and in-person at a Consilio office in India or South Africa.
Summary Generated by Built In
Overview

About the company 

Consilio stands as the global leader in eDiscovery, document review, flexible legal talent, and legal advisory & transformation consulting services. With its Consilio Complete suite of capabilities, the company empowers multinational law firms and corporations using innovative software, cost-effective managed services, and deep legal and regulatory industry expertise. 

Job Summary:

Consilio is seeking a detail oriented and analytical Vertical Account Analyst to support a portfolio of accounts by helping influence and execute account plans, maintaining accurate client and opportunity information, and identifying qualified growth opportunities. This role coordinates day-to-day delivery alignment and client communication, enabling strong account coverage, retention, and expansion. The Vertical Account Analyst also contributes to internal account management (AM) community rhythms and best-practice sharing to strengthen repeatable ways of working.

Responsibilities
  • Support account planning and execution for an assigned portfolio; track actions, owners, and follow-through.
  • Maintain CRM accuracy, hygiene, and reporting to ensure reliable visibility into account activity, pipeline, and outcomes.
  • Identify, document, and help qualify upsell and cross-sell opportunities; surface insights to account owners and partners.
  • Coordinate delivery alignment and client communication across stakeholders to support smooth execution and responsiveness.
  • Prepare for and support governance touchpoints including Account Reviews and QBRs (agenda support, materials, notes, and action tracking).
  • Contribute to internal AM community participation and best-practice sharing; capture reusable assets, templates, and learnings.
  • Escalate strategic issues and risks as appropriate; execute within defined scope and guidance.
Qualifications

Minimum Education Requirements:

· Bachelor’s degree in Business, Communications, or a related field; equivalent experience considered.

Minimum Experience Requirements:

· 2–5 years of experience in client services, sales support, account support, or delivery coordination.

· Demonstrated strength in organization, prioritization, and clear written and verbal communication.


Other Requirements:

· Relationship management skills with the ability to work effectively across internal teams and with client stakeholders.

· Ability to spot opportunities and connect signals across account activity, service delivery, and client needs.

· Strong time management and attention to detail; dependable follow-through on action tracking and reporting.

· Comfort operating in defined governance rhythms (Account Reviews, QBRs) and escalating strategic issues when needed.



Working Conditions:

Full-time position in-person at one of Consilio’s offices in India or South Africa


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.

Skills Required

  • Bachelor's degree in Business, Communications, or a related field, or equivalent experience
  • 2-5 years of experience in client services, sales support, account support, or delivery coordination
  • Strong organization and prioritization skills
  • Clear written and verbal communication skills
  • Relationship management skills with internal teams and client stakeholders
  • Ability to identify opportunities and connect account activity, service delivery, and client needs
  • Strong time management and attention to detail
  • Dependable follow-through on action tracking and reporting
  • Comfort operating within governance rhythms such as Account Reviews and QBRs
  • Ability to escalate strategic issues when needed

Consilio LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Consilio LLC and has not been reviewed or approved by Consilio LLC.

  • Retirement Support Company and plan materials describe a 401(k) with employer match and auto-enrollment, signaling structured retirement support for eligible employees.
  • Parental & Family Support A parental-leave entry cites 8 weeks at 100% pay plus 10 days of bonding leave for either parent, alongside broader PTO offerings.
  • Flexible Benefits Careers content highlights flexible work arrangements and remote options, paired with a conventional health and welfare package and access to development programs.

Consilio LLC Insights

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The Company
HQ: Washington, DC
1,750 Employees

What We Do

Consilio is a global leader in eDiscovery, document review, risk management, and legal consulting services. The company supports multinational law firms and corporations using innovative software, cost-effective managed services and deep legal and regulatory industry expertise. Consilio has extensive experience in litigation, HSR second requests, internal and regulatory investigations, eDiscovery, document review, information governance, compliance risk assessments, cybersecurity, law department management, contracts management, legal analytics, paper discovery and digital printing, as well as legal recruiting and placement. Consilio and its global family of companies, Advanced Discovery, Altep, Millnet Document Services and Legal Placements Inc., employ leading professionals in the industry, applying defensible workflows with patented and industry-proven technology across all phases of the eDiscovery and risk management lifecycle. ISO 27001:2013 certified, the company operates offices, document review facilities and data centers across Europe, Asia, and North America. Security Notice: Prospective applicants and employees should note that Consilio's website can be securely accessed through the link below. Consilio NEVER charges candidates or employees for training or certifications. Such offers are scamming attempts, should be disregarded and / or reported to authorities in your local jurisdiction.

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