Senior Manager, Legal Operations Consultative Sales

BDO USA, LLP
San Antonio, TX
$150K-$195K a year
Full-time
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Job Description

Job Summary :

The Senior Manager, Forensic Technology will be responsible for assisting the Managing Director of Legal Operations build out the service line by developing and cultivating new business relationships with enterprise legal departments to operationalize and build processes and workflows to help run legal like a business.

This individual should have a strong technical understanding of legal technology, process design and governance and a business development background.

To be successful in this role, the Senior Manager will need to have a specific understanding of the underpinnings of legal environments, particularly law departments, to appropriately to map client goals and challenges to how BDO can help solve the problems they're faced with each day in their business.

This role will be providing guidance and consultation to enterprise legal departments during the pre-sales process to better identify, assess, and develop enterprise discovery clients.

Job Duties :

  • Develops and executes a strategic business plan tied to increasing the number of Legal Operations & related Clients
  • Oversees personal origination and utilization within Forensic Technology and the Legal Operations service line
  • Finds consultative opportunities to cross-sell to other BDO practice groups by being able to fully understand the problems that the client is trying to solve for
  • Drives the sales process from prospecting to close, including presentations, negotiations, and contract signings
  • Provides high-level consulting services to prospects and clients as necessary
  • Ensures all assigned origination and utilization targets are met
  • Manages contract negotiations with clients
  • Develops and cultivates long-term relationships with clients
  • Maintains a deep understanding of market trends, including the increasing adoption of technology, AI-enabled routines / processes, and a shift towards remote work.
  • Engages in marketing and sales strategies, including webinars, workshops, content marketing, and attending and speaking at legal conferences
  • Partners with legal tech companies and develops referral programs to expand our client base
  • Acts as a trusted advisor for client questions and inquiries about workflows, processes, and billing
  • Other duties as required

Supervisory Responsibilities :

N / A

Qualifications, Knowledge, Skills and Abilities :

Education :

  • Bachelor's degree, required
  • Advanced degrees such as JD or MBA, preferred

Experience :

  • Five (5) or more years with specific enterprise discovery and legal operations-related consultative sales experience, required
  • Experience successfully meeting and / or exceeding origination targets, preferred

License / Certification :

N / A

Software :

  • Proficient in understanding legal operations and e-discovery industry applications, software, and workflows, required
  • Proficient in the use of Microsoft Office Suite, required
  • Language :
  • N / A
  • N / A

Other Knowledge, Skills, & Abilities :

  • Origination (Business development) skills in securing new Legal Operations & Discovery related clients
  • Ability to provide additional services to existing clients, preparing proposals and developing a personal network of referral sources
  • Knowledge of legal-related consultative sales with enterprise accounts
  • Ability to create exceptional client engagements
  • Able to embrace change
  • Strong analytical and basic research skills related to the identifying prospective clients
  • Ability to negotiate large, enterprise agreements
  • Solid organizational skills, especially with a focus on the small details
  • Superb verbal and written communication skills
  • Ability to work within a large organization and collaborate and partner with cross-functional business groups in order to successfully cross-sell multiple service lines within BDO
  • Ability to interact effectively with people at all organizational levels of the firm
  • Capacity to build and maintain strong relationships with internal and clients
  • Executive presence and ability to act as primary contact on assigned engagements

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range : $150,000 - $195,000

Colorado Range : $150,000 - $195,000

NYC / Long Island / Westchester Range : $150,000 - $195,000

Washington Range : $150,000 - $195,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality.

We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.

BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.

S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being.

The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability / vets

Click here to find out more!

6 days ago
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