Overview
The Analyst, Strategic Clients Solutions (SCS) (“SCS Analyst”) works with primary account manager (“AM”) to maintain and expand relationships within the strategic clients. Working with several AMs, the SCS Analyst is responsible for providing key levels of assistance and analysis towards the goals of account management, retention and institutionalization, and year-over-year-growth. This position is a team supporting role, with some client-facing attributes. Minimal travel is required. This position reports to the regional lead Vice President, Strategic Client Solutions and is a highly visible role within Consilio.
Responsibilities
Help Protect Existing Business and Grow Total Account Revenue
SCS’ primary function is to protect existing account revenue and expand the footprint of business within the account. The SCS Analyst will support the AM and clients through the following activities (not all-inclusive):
Ensure compliance of SCS client playbook workflows and other client guidelines. Complete new engagement setup for clients, including conflict checks, Salesforce opportunity creation and closure, and job setup. Prepare and coordinate any necessary contractual requirements. Monitor project and client communications for items requiring follow-up and escalation. Collate information used for reporting, including liaising with Project Management, Finance, Review, and other teams. Prepare and generate first draft reports and presentation slides for AM review. Review and QC monthly invoices, working with Finance to ensure each service line and line item is correct. Analyze and present information to assist with answering questions on accounts (. billing or reporting queries). Attend regularly scheduled client-level and project meetings. Collaborate across the SCS team in cross-jurisdictional support for global matters. Communicate with various personnel levels at SCS clients on key topics (. contracts/SOWs, billing, playbook). Providing general support to the Account Management team and SCS clients as needed. Attend weekly SCS calls, and internal SCS and Sales Kickoff meetings.
Qualifications
Minimum of
3-5 years of Legal-industry support experience . Prefer extensive experience working with global and/or Fortune 200 Corporations. Must be proficient with Excel and Powerpoint.
Job Qualifications
4 Year Degree from an accredited University. Self-motivated and organized, with the ability to independently manage time and prioritize projects to meet deadlines. Diligence to respond promptly to client and internal requests, communicating any unavailability during the working day. Problem-solving and ‘can do’ attitude. Attention to detail and ability to produce high quality work product. Collaborative and considerate team player. A flexible approach to communication; able to adapt message quickly to the appropriate level or function with poise, polish, and relevance. An energetic and detail-oriented executive attitude with the ability to quickly assess business situations and act in an informed and decisive manner to drive required results. Excellent written, verbal and analytical skills; ability to articulate complex subject matter to non-technical audiences in a concise and compelling manner.
