Provide sales and client development support including client onboarding, SOW/document routing, CRM and matter-management updates (QuickBase, Salesforce, Apollo), proposal and RFP coordination, client-facing follow-up, and cross-functional communication with finance, project management, and leadership. Maintain sales operations records, support sales collateral and events, and help improve templates and processes. Remote role with growth potential into direct sales.
Client Development Specialist
Contact Discovery Services – Boston, MA
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:
EXPERIENCE:
QUALIFICATIONS:
SALARY RANGE:
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
Contact Discovery Services – Boston, MA
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
Contact Discovery Services Boston, Massachusetts, USA Office
60 State Street, Suite 700, Boston, MA, United States, 02109
Similar Jobs
Information Technology
Design, implement, and support enterprise physical security systems (video surveillance, access control, sensors, IoT). Consult with clients, develop technical architectures, configure and test systems, troubleshoot hardware/software, manage projects, run design workshops, and support sales and delivery. Travel 25-50% and perform hands-on installations and network-integrated solutions.
Top Skills:
Access Control SystemsAxisGenetecGenetec Security CenterIotLanMeraki MvMilestoneNetwork SecurityOmnicastSynergisVerkadaVideo Surveillance SystemsWan
Information Technology
The Principal Consulting Engineer designs, deploys, and optimizes private cloud infrastructures, ensuring solutions meet customer approval and providing technical leadership.
Top Skills:
AnsiblePythonSddc ManagerTerraformVcf 9.0Vmware Cloud Foundation
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Design, develop, test, and operate cloud-connected vehicle firmware and services. Build and maintain firmware features in C/C++ and Go, support large-scale device fleets, implement observability and rollout metrics, triage customer and QA issues, and collaborate with product, firmware, and systems teams to deliver production-ready IoT solutions.
Top Skills:
BuildkiteC++CanCan-UtilsDatabricksFirmwareGoGraphQLLinuxLinux DriversLteObservabilitySocUsbWifi
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
