eDiscovery Client Services Associate Director

Posted 4 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
Senior level
Legal Tech
The Role
Lead and grow client relationships and a team of client services professionals for eDiscovery matters. Oversee project scoping, staffing, budgets, WIP, billing, quality control, and client communications; drive best practices, training, escalation handling, and regional sales support while mentoring staff and supporting strategic initiatives.
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 Description:
 

The Client Services Associate Director (AD) is responsible for directly overseeing a team of Client Services professionals as well as managing and growing a portfolio of client accounts in the eDiscovery & Litigation Support domain.  The AD is responsible for the development and growth of client relationships through effective project management, coordination, execution, quality and acting as the direct escalation point of contact. In addition, mentoring, developing, and providing training opportunities for the team is key to the role and succession planning of future leaders.  The AD also undertakes strategic initiatives and assists the Client Services Director (CSD) and regional management team on tasks and projects as required.

Essential Responsibilities:

Client:

  • Develops and maintains account playbooks and standards;

  • Actively manages and provides substantive oversight to client-specific projects on a day-to-day basis; Consultative approach with clients to provide best practice eDiscovery options and workflows to suit matter specific requirements

  • Coordinates staffing and project assignments for vertical matters.  Monitors project staffing and makes changes as appropriate;

  • Participates in project scoping/kick-off calls for any new matter/client; Identify areas of client opportunity or improvement to processes and workflows and provides options and/or solutions

  • Drive overall client satisfaction through effective planning, coordination, monitoring, problem solving and regular communication regarding client deliverables

  • Manage engagement WIP and assists with client invoicing

  • Prioritizes requests across various operations departments;

  • Manages monthly case budgets in conjunction with project management team;

  • Facilitate weekly/monthly status calls and reporting;

  • Prepare weekly executive summaries regarding team activity;

  • Participate in quarterly business reviews;

  • Assists with SOW review and project estimates for new matters/clients;

  • Tracks prospective matters in project tracker and work closely with CSD on staffing levels and bandwidth;

  • Provides managerial and strategic guidance to the development of Epiq's best practices for Client Services as well as cross-functionally with eDiscovery business units;

  • Instills confidence with clients and serves as the public face of Epiq’s high-quality service delivery offering;

  • Works with clients and the CSD to establish best practices which meet client needs and address any prioritization issues that may arise across projects;

  • Work with clients to establish best practices which meet client needs and address any prioritization issues that may arise across projects;

  • Drive overall client satisfaction through effective oversight, expectation deliverables and a mix of internal, client and external reference points;

  • Ability to think and act quickly and effectively in a variety of situations; assertive and decisive

  • Assist with regional and global sales and marketing efforts as required

  • Manage engagement WIP and assists with client invoicing

People:

  • Manages a collaborative group of Project Managers and Senior Project Managers, in the delivery of services in accordance with Epiq’s best practices and client account and project expectations;

  • Provides leadership to professionally develop and motivate staff members and allows them to assume additional responsibilities and growth opportunities within the organization;

  • Participates in annual performance reviews and objectives for team members in conjunction with CS

  • Establish and enforce standard protocols and responsibilities;

  • Track team utilization and motivate / hold team members accountable when needed;

  • Conduct regular check-ins with employees in structured and productive manner;

  • Set performance goals for each member of the team in line with business needs and personal/professional direction;

  • Motivate and enforce ownership in all aspects of service delivery and project management;

  • Lead by example on the training and on-boarding of new team members to ensure they are appropriately oriented to Epiq protocols, standards, and technology;

  • Utilize Epiq HR, Talent Acquisition, Professional Development resources in an optimal fashion;

  • Always collaborate with peers across departmental functional lines

  • Provide support to CSD as required

Key Competencies

  • Excellent client relationship skills, including the ability to proactively manage client expectations, recognize client needs and apply critical thinking and problem solving to facilitate client requirements

  • Acts with a sense of urgency; takes the initiative on tasks and activities; identifies what needs to be done and takes action before being asked; goes beyond what is normally required in a situation; maintains focus by avoiding or overcoming roadblocks

  • The ability to make well informed, effective, and timely decisions, sometimes requiring negotiation and conflict management skills and perceives the impact and implications of these decisions

  • Communicates in a clear, concise, and organized manner highlighting the critical points; adjusts messaging appropriately to suit the audience; ensures understanding through active listening and seeking input from the client; addresses and interprets questions and points from others with appropriate responses

  • Develops matter/project plans; translates requirements and objectives into tasks; allocates resources and delegates activities accordingly; effectively manages time to achieve deadlines and budget; monitors WIP and manages time and cost issues proactively with the client; handles multiple demands and competing priorities successfully.

Required Qualifications

  • We are seeking a superior candidate for this role with demonstrable experience within Relativity at an Administrator level and above with knwoledge around troubleshooting and ensuring a high level of QC & QA admist the service provided.

  • Beneficial is also experience in tools like Nuix, Everlaw, Reveal and similar.

  • A Bachelor’s degree, a Juris Doctorate (JD) degree, Masters of Business Administration (MBA) or similar advanced degrees a plus (but not essential);

  • A minimum of five (5) years industry experience, strong track record, consistent performance, and passion for service in strategic leadership roles.

  • Experience working with APAC clients (Singapore, Australia, Japan, Hong Kong etc.) and experience with custom production specifications and bundles

  • Excellent understanding of eDiscovery frameworks (EDRM), protocols, workflows, and best practices

  • Strong experience in legal culture and communications is a strong plus.

Additional Requirements

  • Extended working hours and weekend support will be required on occasions to accommodate client requests

  • May require travel to domestic and/or international locations at short notice

Must be authorised to work within Hong Kong, Singapore or Australia.

#LI-JM1 #LI-Remote

Epiq Leadership Compass

Enterprise Decision Making

Applies deep business and financial insight to guide strategic decisions, resource allocation, and thought leadership.

  • Use financial and market expertise for long-term direction

  • Build strategic partnerships

  • Promote a customer-first mindset

  • Allocate global resources for innovation and growth

Cultivates a Growth Mindset

Fosters innovation through curiosity, smart risk-taking, and adaptability—aligning change with strategy for lasting impact.

  • Promote curiosity and forward-thinking

  • Build a culture of innovation through partnerships

  • Drive innovation to meet client needs

  • Lead innovation with a clear vision

  • Align innovation with market trends

Builds Talented Teams

Builds and develops inclusive, high-performing teams aligned to strategic goals for exceptional talent and business results.

  • Focus on employee engagement

  • Build a strong talent pipeline

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

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

  • Demonstrable experience with Relativity at Administrator level or above, including troubleshooting and ensuring QC/QA
  • Experience with eDiscovery tools such as Nuix, Everlaw, and Reveal
  • Bachelor's degree, Juris Doctorate (JD), MBA, or similar advanced degree
  • Minimum of five (5) years industry experience in eDiscovery/litigation support and leadership roles
  • Experience working with APAC clients (Singapore, Australia, Japan, Hong Kong) and custom production specifications/bundles
  • Excellent understanding of eDiscovery frameworks (EDRM), protocols, workflows, and best practices
  • Strong experience in legal culture and communications
  • Proven experience managing and mentoring client services teams (Project Managers/Senior PMs)
  • Willingness to work extended hours and provide weekend support on occasion
  • Ability to travel domestically and/or internationally at short notice
  • Must be authorised to work in Hong Kong, Singapore, or Australia

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.

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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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