Associate Account Executive, Global Advisory

| Chicago
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 

#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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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • ScalaLanguages
    • AzureLanguages
    • ChefLanguages
    • PowershellLanguages
    • JenkinsLanguages
    • Node.jsFrameworks
    • MySQLDatabases

Location

We’re a community of passionate, life-long learners tackling challenging problems. We care about each other and about our community.

An Insider's view of Relativity

How does your team reward individual success?

Rewarding success is one of my favorite parts of my role. Formally through annual bonus plans, thank you notes in our HR system and of course through promotions. I also like to submit nominations to be recognized at company meetings and spotlights in department newsletters. We move fast at Relativity it’s nice to slow down and just say thanks!

Jessica

Operations Manager, Customer Success and Support

How do you collaborate with other teams in the company?

On the Certification team, I develop exams and study content for our end users. To ensure that our exams are valid, I work with almost every team embracing their expertise and industry knowledge into the development process. It takes continuous interdepartmental collaboration to keep exam content accurate as the Relativity platform evolves.

Sean

Certification Specialist

How has your career grown since starting at the company?

As an Application Support Specialist, I have increased my technical knowledge in SQL database management, Network Administration, and Server Infrastructure. Prior to coming to Relativity, I had zero knowledge of e-Discovery, and now provide On-site training to our clients teaching them about the various e-Discovery tools Relativity has to offer.

Kamal

Application Specialist II

How do you empower your team to be more creative?

We have a semi-annual Hackathon where our engineers get to work on their own feature ideas for 3 days. The ideas that emerge have blown our minds and eventually become part of the product. In addition to design sessions that each team has, we also regularly have Relativity talks. These talks are a great way for engineers to share their experience.

Cindy

Manager, Software Engineering

What are some social events your company does?

Our annual user conference, Relativity Fest, is such a tremendous opportunity to get one on one face time with our partners. Fest draws 2,000 platform users and practitioners from all different facets of the industry and being able to connect with them and hear their stories is extremely powerful.

Michael

Platform Account Manager

What are Relativity Perks + Benefits

Relativity Benefits Overview

We have a great selection of benefits from very competitive insurance plans to fun office perks!

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Bonuses are based on a combination of how the company performs as well as how the individual performs.
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Everyone starts with 18 days of PTO, plus 11 paid holidays every year. Our office is also closed between Christmas and New Years, which does not take away from your PTO balance.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Tax-free transportation opportunities.
Company Outings
We have our annual Summer Jam (picnic that includes friends and family), our User Conference - RelativityFest, and a holiday party each year.
Game Room
Our Cafe houses ping-pong, foosball, and a variety of arcade games - including Killer Queen (a multi-player game that is one of few in the country).
Stocked Kitchen
We have tea, coffee (including fancy espresso machines), a variety of LaCroix, soda, and many other things. We also have fresh fruit delivered twice a week in our pantry areas.
Some Meals Provided
Meals are often provided during morning or afternoon training sessions. There is also always plenty of leftover food from such meetings that employees can dive into after the attendees are finished.
Happy Hours
Different for each team, but always a great time!
Recreational Clubs
RelWOW (Relativity Women of the Workplace), Several Intramural Sports Teams (kickball, softball, volleyball, etc.), Vertikal (climbing group), Working Moms Group, Queeries, and several more.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
All full-time employees (non-contract) receive $3,000/year to pursue professional development opportunities.
Diversity Program

Additional Perks + Benefits

We also offer a Divvy bike share discount, have Fooda discounts in the office, and offer DRYV Laundry Service for those who have workout clothes that need washing!

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