Client Services Associate Project Manager

Posted 6 Hours Ago
Be an Early Applicant
Financial District, San Francisco, CA, USA
In-Office
Mid level
Legal Tech
The Role
Support senior client services by coordinating and executing eDiscovery projects: convert client requirements into operational work, manage intake, handle Relativity/DMX review platform tasks, troubleshoot data issues, generate privilege logs and reports, control budgets and approvals, provide shift handoffs, drive client satisfaction, and participate in process improvement to ensure timely, high-quality delivery.
Summary Generated by Built In

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

Job Summary:

The Associate Project Manager will serve to assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team of individuals serving North America clients from other geographies. Successful candidates will have relevant experience in service delivery, preferably in eDiscovery, as well as a proven history of execution in a fast-paced environment.

The Associate Project Manager is primarily responsible for making sure the client receives the proper service through proactive attention to planning, analysis, execution, and proper close-out on a project. The Associate Project Manager is responsible for the day-to-day execution of the project including providing the client and their internal project teams with clear direction, according to the client’s requirements and company standards.

Essential Job Responsibilities

  • Ensures client and project requirements are being met with the highest quality and accuracy through verifying and communicating routinely with both the client and internal partners.

  • Converts client requirements into operational work requests, monitor progress, and proactively updates client and project team stakeholders on deadlines.

  • Obtain, examine and prepare client data for Intake

  • Assist in troubleshooting and resolving any client issues with delivered or hosted data

  • Handle review platform (DMX or Relativity) specific items including but not limited to User requests, database management (archiving/deletion), creation of layouts/views/fields/choices/highlighting, creation and execution of STRs, creation and management of batch sets, reporting 

  • Provide matter specific support on items such as privilege log generation, media tracking, and project specific reporting

  • Understand project budgets and obtain required approvals before incurring additional costs outside of project estimates

  • Ensures continuity of client service between shifts by providing clear handoffs and client updates.

  • Drives overall client satisfaction through effective coordination and communication of client deliverables.

  • Participate in process improvement initiatives and collaborate with teammates to standardize and improve the customer experience

  • Ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met.

Qualifications & Characteristics

  • Minimum two-year consulting, litigation support, paralegal or attorney experience in a law firm, corporate legal departments or eDiscovery service provider with an overall experience of four to five years.

  • Bachelor's degree or equivalent practical experience.

  • Hands-on experience with working on Relativity

  • Proficiency in PowerPoint, Excel and BI is highly desirable and an added advantage.

  • Demonstrated success in working on multiple simultaneous projects.

  • Oral and written communication skills that demonstrate a “white glove” approach to service. 

  • Client relationship skills which include the ability to proactively manage client expectations, recognize client needs, and adapt to consistently meet client requirements.

  • Capacity to learn quickly and adapt to changing industry trends.

  • Flexibility to work both night shift timings and occasionally on weekends is required.

Your specific salary will be determined based on several factors:

  • Location-based market rate for the role

  • Your abilities in relation to the job specification

  • Performance during screening and interview

  • Pay parity with the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

  • Build trust-based partnerships

  • Nurture long-term relationships

  • Remove collaboration barriers

  • Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

  • Use storytelling to build buy-in

  • Align communication with organizational goals

  • Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

  • Use data to identify improvement opportunities

  • Make informed decisions

  • Align team goals with boarder strategy

  • Empower teams to manage their own goals

  • Translate vision into clear priorities

  • Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

  • Improve workflows for team efficiency

  • Use clear documentation and expectations

  • Resolve issues quickly using data and feedback

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

Skills Required

  • Minimum two-year consulting, litigation support, paralegal or attorney experience in a law firm, corporate legal department, or eDiscovery service provider with overall four to five years' experience.
  • Bachelor's degree or equivalent practical experience.
  • Hands-on experience working with Relativity.
  • Proficiency in PowerPoint, Excel, and Business Intelligence tools.
  • Demonstrated success managing multiple simultaneous projects.
  • Strong oral and written communication skills with a client-focused, white-glove approach.
  • Client relationship skills to proactively manage expectations and adapt to client needs.
  • Capacity to learn quickly and adapt to changing industry trends.
  • Flexibility to work night shifts and occasional weekends.

Epiq Compensation & Benefits Highlights

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

  • Healthcare Strength Health, dental, and vision coverage is described as available for full-time, direct-hire employees, alongside life and disability protections and an employee assistance program. Access to these staples is portrayed as a meaningful part of the total rewards package for eligible roles.
  • Retirement Support A 401(k) plan with employer matching is described as part of the U.S. benefits offering. Having retirement support is positioned as a baseline benefit that some employees value.
  • Fair & Transparent Compensation Pay is characterized as good or decent in certain roles, suggesting market-aligned compensation exists in parts of the organization. Total compensation is also framed positively in some accounts that bundle pay with core benefits.

Epiq Insights

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The Company
HQ: New York, NY
6,282 Employees
Year Founded: 1988

What We Do

Epiq, a global technology-enabled services leader to the legal industry and corporations, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of legal department and business operations, class action and mass tort, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

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