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Executive Assistant with CRM knowledge and Inside Sales chops

Executive Assistant with CRM knowledge and Inside Sales chops

vdiscoveryManhattan, NY, United States
30+ days ago
Job type
  • Full-time
Job description

Company Description

vdiscovery is the only digital forensics, eDiscovery, and AI consultant with over 50 years supporting corporations and law firms in their document and discovery needs. Our team combines technical expertise with legal knowledge to deliver exceptional client service to top litigation clients in a fast-paced environment - all while remaining the close knit and fun group that, for many here, feels like family.

Role Description

This is a full-time hybrid role for an Executive Assistant with CRM knowledge and Inside Sales chops at vdiscovery. The role will be located in Manhattan, NY, with some work from home flexibility. This is not a traditional EA role - you'll be empowered to implement strategic improvements that directly impact company growth.

What Makes this Role Different

  • Strategic Partner : You'll be directly involved in business growth initiatives, not just administrative tasks
  • Revenue Impact : Your work managing our CRM and implementing follow-up systems will directly contribute to our company revenue goals
  • Industry Exposure : Gain valuable experience in the growing eDiscovery and legal technology sectors
  • Career Development : Opportunity to grow into leadership position in based on interest and performance
  • Unique Industry : ediscovery is at the crossroads of Law (especially FRCP and litigation caselaw) with two areas at the very cutting edge of tech : Big Data and Artificial Intelligence (Ai) - we develop and offer top solutions in Ai to address Big Data problems where human expertise is still very much in demand
  • Company : vdiscovery is a company with an incredible 50+ year history that is on the cutting edge of legal technology service and development - with a stable and tight knit group that works together seamlessly and creates an environment that is productive, excellent, and...wait for it...FUN!

Executive Support (40%)

  • Manage complex calendar scheduling and prioritization
  • Coordinate client meetings and prepare relevant materials
  • Handle travel arrangements and expense reporting
  • Support with special projects and client-facing documentation
  • Anticipate needs and proactively suggest process improvements

    • CRM Management & Inside Sales (40%)

  • Maintain and optimize our database of existing clients, contacts, and leads
  • Develop and implement a consistent system for tracking and nurturing relationships
  • Assist with developing sales materials for new offerings
  • Support outreach initiatives to clients and potential partners
  • Help track sales pipeline and identify growth opportunities

    • Client Support (20%)

  • Serve as a secondary point of contact for key clients
  • Ensure client requests receive prompt attention
  • Assist with meeting preparation and follow-up
  • Help monitor project status and client satisfaction

    • Qualifications

    Must Have

  • Exceptional organization skills with ability to manage competing priorities
  • Excellence in leveraging latest technologies including, but not limited to, Ai
  • Detail-oriented with consistent follow-through
  • Self starter that anticipates needs, taking needed actions based on experience and instinct
  • Professional demeanor side by side with sense of humor and charm
  • Strong written and verbal communication abilities
  • Proficiency with Microsoft Office suite (especially Outlook, Excel, and PowerPoint)
  • Experience in an executive assistant, customer service, or administrative role
  • OR, if newly graduated, strong evidence that you possess the required skill sets in spades

    • Nice to Have

  • Experience with CRM systems (Salesforce, HubSpot, or similar)
  • Background in ediscovery, legal services, technology, or professional services
  • Experience supporting sales or business development teams
  • Demonstrated project management capabilities

    • Why You'll Love Working Here

  • Make an Impact : Your work will directly contribute to company growth
  • Ownership : You'll have the authority to implement improvements and own key processes
  • Professional Growth : Learn about the legal technology industry from experienced leaders
  • Work-Life Balance : Reasonable hours with flexibility when needed
  • Compensation : Competitive base salary plus performance-based incentives
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    Executive Assistant • Manhattan, NY, United States

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