The Role
Provide sales and client development support including client onboarding, preparing and routing SOWs, maintaining Salesforce/Apollo/QuickBase records, coordinating proposals and RFPs, assisting with billing and finance coordination, and supporting client-facing communications and sales operations.
Summary Generated by Built In
Client Development Specialist
Contact Discovery Services – New York, NY
Location: Remote
Start Date: Negotiable
Job Description: Contact Discovery Services is seeking a Client Development Specialist to provide high-level support to our sales and client development team. This role is focused on helping high-performing sales professionals operate efficiently by supporting client onboarding, sales documentation, CRM and workflow accuracy, proposal coordination, and client-facing follow-up. The ideal candidate is organized, responsive, detail-oriented, and comfortable working across internal teams and external client communications. This is not an executive assistant position and does not include calendar management or general scheduling responsibilities. Over time, the right person will have the opportunity to build deeper sales knowledge, develop client-facing confidence, and potentially grow into a more direct sales or client-development role as interest, performance, and business needs align.
DUTIES OF THE POSITION:
EXPERIENCE:
QUALIFICATIONS:
SALARY RANGE:
ABOUT CONTACT:
Contact Discovery Services delivers best-in-class service to many Fortune 100/500 companies. Our growth is driven by investing in people and technologies, ensuring our customers have access to the highest level of customer service and the most qualified resources. Our team members are comprised of talented engineers, analysts, and project managers from all walks of life. We concentrate on engineering “outside-the-box” solutions to help organize discovery so our clients can focus on developing case strategy and leaving the heavy lifting to us. Employees are encouraged to actively participate in the development of new ideas, technology, and processes to ensure our customers receive the highest level of service. We offer competitive benefits, work schedule flexibility, and coordinate various company activities throughout the year. If you are looking to be part of an exciting, fast-paced environment, then we want to hear from you. EOE
Contact Discovery Services – New York, NY
Location: Remote
Start Date: Negotiable
Job Description: Contact Discovery Services is seeking a Client Development Specialist to provide high-level support to our sales and client development team. This role is focused on helping high-performing sales professionals operate efficiently by supporting client onboarding, sales documentation, CRM and workflow accuracy, proposal coordination, and client-facing follow-up. The ideal candidate is organized, responsive, detail-oriented, and comfortable working across internal teams and external client communications. This is not an executive assistant position and does not include calendar management or general scheduling responsibilities. Over time, the right person will have the opportunity to build deeper sales knowledge, develop client-facing confidence, and potentially grow into a more direct sales or client-development role as interest, performance, and business needs align.
DUTIES OF THE POSITION:
- Support the sales team through client onboarding, sales documentation, CRM coordination, and client-facing follow-up.
- Prepare, route, send, and upload Statements of Work and related sales documents once approved, including coordination with sales representatives to confirm required details.
- Create and maintain new client matters or cases in QuickBase and related systems, ensuring accurate entry of rates, billing details, case descriptions, and executed documentation.
- Maintain accurate Salesforce, Apollo, QuickBase, and related sales operations records, including lead research, lead ownership updates, opportunity updates, and follow-up task support.
- Provide client and internal communication support by helping respond to sales-related inquiries, coordinating next steps with project management, accounts receivable, leadership, and other internal teams, and keeping stakeholders aligned.
- Support sales proposals, RFP responses, client presentations, supporting materials, and related documentation, including formatting, organizing assignments, tracking progress, compiling supporting materials, and maintaining knowledge libraries.
- Assist with client onboarding communications by supplying approved onboarding materials, including W-9, payment instructions, security documentation, certifications, data transfer agreements, and other standard collateral as needed.
- Coordinate with finance and accounts receivable on limited sales-adjacent items, including confirming billing contacts, invoice routing requirements, client-specific billing instructions, and approved credit or billing adjustments when needed.
- Support updates to sales templates, pricing tables, service descriptions, addenda, process guidelines, and internal documentation as offerings and workflows evolve.
- Assist with sales and marketing initiatives such as CLE coordination, conference support materials, client collateral, and event-related sales follow-up; this role is not responsible for managing calendars, general scheduling, or executive assistant duties.
- Demonstrate curiosity, professionalism, and sales acumen with the goal of building toward future client development or direct sales contribution as performance, interest, and business needs align.
EXPERIENCE:
- Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or a related field preferred.
- Minimum of 2–4 years of experience in sales support, sales operations, client service, legal services, eDiscovery, professional services, or a related support role.
- Experience supporting high-performing sales, client development, account management, or business development professionals preferred.
- Familiarity with eDiscovery, legal services, litigation support, technology-enabled services, or complex professional services environments is strongly preferred.
- Experience working with CRM, workflow, document routing, or matter-management systems such as Salesforce, Apollo, QuickBase, RightSignature, or similar platforms preferred.
- Strong Microsoft Office skills, including Word, Excel, PowerPoint, Outlook, and Teams.
- Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, sales team members, leadership, and internal operational teams.
- Comfortable working independently in a remote environment while staying highly responsive, organized, and aligned with team priorities.
- Interest in learning the sales process, developing client-facing confidence, and potentially progressing into a direct sales or client-development role over time.
QUALIFICATIONS:
- Ability to provide polished, proactive support to high-performing sales professionals without requiring constant direction.
- Ability to communicate effectively and tactfully with clients, prospects, sales representatives, leadership, project management, finance, and other internal teams.
- Superior attention to detail, especially when handling SOWs, client onboarding details, CRM updates, pricing information, and client-specific requirements.
- Strong prioritization skills and the ability to manage multiple sales-support workflows with similar deadlines in a fast-paced environment.
- High level of professionalism, discretion, and follow-through when working with confidential client and business information.
- Comfort operating in a remote role that requires responsiveness, accountability, self-management, and clear communication across distributed teams.
- Curiosity, business judgment, and a desire to understand client needs, sales strategy, and the commercial side of the business.
- Collaborative, service-oriented mindset with the ability to build trust internally and externally.
SALARY RANGE:
- $55,000 - $65,000
ABOUT CONTACT:
Contact Discovery Services delivers best-in-class service to many Fortune 100/500 companies. Our growth is driven by investing in people and technologies, ensuring our customers have access to the highest level of customer service and the most qualified resources. Our team members are comprised of talented engineers, analysts, and project managers from all walks of life. We concentrate on engineering “outside-the-box” solutions to help organize discovery so our clients can focus on developing case strategy and leaving the heavy lifting to us. Employees are encouraged to actively participate in the development of new ideas, technology, and processes to ensure our customers receive the highest level of service. We offer competitive benefits, work schedule flexibility, and coordinate various company activities throughout the year. If you are looking to be part of an exciting, fast-paced environment, then we want to hear from you. EOE
Skills Required
- Minimum of 2-4 years experience in sales support, sales operations, client service, legal services, eDiscovery, professional services, or related support role
- Experience with CRM, workflow, document routing, or matter-management systems (e.g., Salesforce, Apollo, QuickBase, RightSignature)
- Strong Microsoft Office skills (Word, Excel, PowerPoint, Outlook, Teams)
- Excellent written and verbal communication skills
- Ability to work independently in a remote environment and remain highly responsive and organized
- Superior attention to detail when handling SOWs, onboarding, CRM updates, pricing, and client requirements
- Ability to provide polished, proactive support to sales professionals without constant direction
- Familiarity with eDiscovery, legal services, litigation support, or complex professional services environments
- Experience supporting high-performing sales, client development, account management, or business development professionals
- Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or related field
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The Company
What We Do
Contact’s team is composed of technologists and legal professionals who understand superior service determines the success of all our client relationships. Expect your project manager, analyst, engineer or paralegal to participate as a member of your team. Contact is always available to provide thoughtful solutions with the goal of being your first call, go-to legal technology solutions provider.
