Client Development Specialist

Client Development Specialist Contact Discovery Services – Chicago, IL Location:

• Remote Start Date: Negotiable Job Description: Contact Discovery Services is seeking a Client Development Specialist to provide high-level support to our sales and client development team.
• This role is focused on helping high-performing sales professionals operate efficiently by supporting client onboarding, sales documentation, CRM and workflow accuracy, proposal coordination, and client-facing follow-up.
• The ideal candidate is organized, responsive, detail-oriented, and comfortable working across internal teams and external client communications.
• This is not an executive assistant position and does not include calendar management or general scheduling responsibilities.
• Over time, the right person will have the opportunity to build deeper sales knowledge, develop client-facing confidence, and potentially grow into a more direct sales or client-development role as interest, performance, and business needs align.

DUTIES OF THE POSITION:

• Support the sales team through client onboarding, sales documentation, CRM coordination, and client-facing follow-up.
• Prepare, route, send, and upload Statements of Work and related sales documents once approved, including coordination with sales representatives to confirm required details.
• Create and maintain new client matters or cases in QuickBase and related systems, ensuring accurate entry of rates, billing details, case descriptions, and executed documentation.
• Maintain accurate Salesforce, Apollo, QuickBase, and related sales operations records, including lead research, lead ownership updates, opportunity updates, and follow-up task support.
• Provide client and internal communication support by helping respond to sales-related inquiries, coordinating next steps with project management, accounts receivable, leadership, and other internal teams, and keeping stakeholders aligned.
• Support sales proposals, RFP responses, client presentations, supporting materials, and related documentation, including formatting, organizing assignments, tracking progress, compiling supporting materials, and maintaining knowledge libraries.
• Assist with client onboarding communications by supplying approved onboarding materials, including W-9, payment instructions, security documentation, certifications, data transfer agreements, and other standard collateral as needed.
• Coordinate with finance and accounts receivable on limited sales-adjacent items, including confirming billing contacts, invoice routing requirements, client-specific billing instructions, and approved credit or billing adjustments when needed.
• Support updates to sales templates, pricing tables, service descriptions, addenda, process guidelines, and internal documentation as offerings and workflows evolve.
• Assist with sales and marketing initiatives such as CLE coordination, conference support materials, client collateral, and event-related sales follow-up; this role is not responsible for managing calendars, general scheduling, or executive assistant duties.
• Demonstrate curiosity, professionalism, and sales acumen with the goal of building toward future client development or direct sales contribution as performance, interest, and business needs align.

EXPERIENCE:

• Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or a related field preferred.
• Minimum of 2–4 years of experience in sales support, sales operations, client service, legal services, eDiscovery, professional services, or a related support role.
• Experience supporting high-performing sales, client development, account management, or business development professionals preferred.
• Familiarity with eDiscovery, legal services, litigation support, technology-enabled services, or complex professional services environments is strongly preferred.
• Experience working with CRM, workflow, document routing, or matter-management systems such as Salesforce, Apollo, QuickBase, RightSignature, or similar platforms preferred.
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, Outlook, and Teams.
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, sales team members, leadership, and internal operational teams.
• Comfortable working independently in a remote environment while staying highly responsive, organized, and aligned with team priorities.
• Interest in learning the sales process, developing client-facing confidence, and potentially progressing into a direct sales or client-development role over time.

QUALIFICATIONS:

• Ability to provide polished, proactive support to high-performing sales professionals without requiring constant direction.
• Ability to communicate effectively and tactfully with clients, prospects, sales representatives, leadership, project management, finance, and other internal teams.
• Superior attention to detail, especially when handling SOWs, client onboarding details, CRM updates, pricing information, and client-specific requirements.
• Strong prioritization skills and the ability to manage multiple sales-support workflows with similar deadlines in a fast-paced environment.
• High level of professionalism, discretion, and follow-through when working with confidential client and business information.
• Comfort operating in a remote role that requires responsiveness, accountability, self-management, and clear communication across distributed teams.
• Curiosity, business judgment, and a desire to understand client needs, sales strategy, and the commercial side of the business.
• Collaborative, service-oriented mindset with the ability to build trust internally and externally.

SALARY RANGE:

• $55,000 - $65,000 ABOUT CONTACT: Contact Discovery Services delivers best-in-class service to many Fortune 100/500 companies.
• Our growth is driven by investing in people and technologies, ensuring our customers have access to the highest level of customer service and the most qualified resources.
• Our team members are comprised of talented engineers, analysts, and project managers from all walks of life.
• We concentrate on engineering “outside-the-box” solutions to help organize discovery so our clients can focus on developing case strategy and leaving the heavy lifting to us.
• Employees are encouraged to actively participate in the development of new ideas, technology, and processes to ensure our customers receive the highest level of service.
• We offer competitive benefits, work schedule flexibility, and coordinate various company activities throughout the year.
• If you are looking to be part of an exciting, fast-paced environment, then we want to hear from you.
• EOE Powered by JazzHR