Associate Account Executive, Global Advisory

  • Location: Chicago
  • Department: Sales
  • Work Status: Full-time

Overview

At Relativity, we make software to help users organize data, discover the truth, and act on it. Our e-discovery platform is used by more than 13,000 organizations around the world to manage large volumes of data and quickly identify key issues during litigation, internal investigations, and compliance projects.

Here you can own your career in a community of values-driven people who help our customers around the world solve complex data challenges. If this sounds like the place for you, check out the details of this position below.

The Associate Account Executive will support Channel Advisory Account Executives in the selling, co-selling, and analysis that drive new proposals and business growth. This includes supporting the Account Executives as they create proposals, manage current account growth/contracts/billings, and coordinate allocation of licenses, training, and reporting. This includes supporting renewals, quarterly billings, add-ons to existing accounts, and contracting activities.

Role Responsibilities

  • Proposal and renewal support
  • Contract and renewal analysis, recommendations, and proposal generation
  • Extract historical data from SFDC and create future utilization scenarios

  • General reporting and research
  • Work with the Business Anaytics team/Finance on reporting needs – e.g. monthly global reports, usage, and Tableau Dashboards specific to Advisory.
  • Perform analysis on partners, regions, and markets for sales strategy, product adoption, and local messaging

  • Manage and execute requests for Relativity Licenses and allocation of products
  • Work with partners, finance, and support to manage license allocations
  • Explain and clarify the process to various member firms (MF’s)
  • Seek client approvals
  • Coordinate with finance and support
  • Understand and validate pricing/product assumptions

  • Support Relativity training/certification requests
  • Coordinate on-site trainings with CSM and clients
  • Track training and certifications
  • Conduct training and billing reconciliations

  • Manage monthly/quarterly invoicing and true-up processes
  • Manage the reporting, decision making, and quarterly true up cycle with key client leaders
  • Review burst/buy decisions, evaluate economics of different options
  • Report and review billable support hours
  • Report and manage remaining training credits
  • Help with contracting or invoicing on the decision

  • Various Partner Contract Questions
  • Help clients clearly understand contract terms, particularly with procurement

  • Assist with event registrations, attendance, meeting schedules and agendas for Relativity Fest, Legal Week, and other events

Minimum Qualifications

  • Minimum two years of experience with SalesForce or Tableau
  • Data analysis and report writing; ability to analyze, build assumptions, and recommend actions
  • Excellent communication skills
  • Experience with financial modeling in Excel: scenario analysis, ROI calculations and basic modeling
  • Pipeline management and forecasting experience
  • Experience with tailored sales proposals

Preferred Qualifications

  • Bachelor’s Degree or higher (Business Administration, Computer Information Systems)
  • Self-motivated and organized, ability to understand complex licensing
  • Financial modeling and contract management
  • Excellent written and verbal communication skills
  • Exceptional communication skills
  • Proficiency in Salesforce
  • Excellent written and verbal communication skills
  • Ability to multi-task and prioritize accordingly
  • Self-motivated and highly-organized
  • Ability to thrive in a fast-paced environment 

About Relativity

#LI-MC1 Relativity has over 160,000 users in 40+ countries from organizations including the U.S. Department of Justice, more than 70 Fortune 100 companies, and all of the Am Law 200. Relativity's cloud solution, RelativityOne, offers all the functionality of Relativity in a secure and comprehensive SaaS product. Our company has also been named one of Chicago's Top Workplaces by the Chicago Tribune for seven consecutive years. If you’re ready to grow with us, we’d love to hear from you. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.