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TruLegal (formerly TRU Staffing) · 4 days ago

Director, Strategic Engagements

United States

Full-time

Remote

Director/Executive

$100K/yr - $110K/yr

TruLegal is a leading provider of integrated legal services specializing in eDiscovery and contract analytics. They are seeking a Director, Strategic Engagements to lead key client relationships, ensuring client satisfaction and overseeing project delivery while identifying opportunities for partnership expansion.

Cyber SecurityInformation TechnologyLegal

Senior Management

Responsibilities

Serve as the primary point of contact for assigned clients, building strong relationships and maintaining a deep understanding of their business goals and needs

Ensure client satisfaction by proactively addressing challenges, ensuring the delivery of exceptional service and anticipating client needs

Collaborate across company teams, including but not limited to Sales, Service Delivery, Forensics, and Support, to confirm client goals are being met

Identify and pursue expansion opportunities within existing client accounts to increase revenue and strengthen long-term partnerships

Proactively monitor client communications to ensure high satisfaction levels, promptly addressing inquiries, requests, and emerging needs

Lead New Client Onboarding, coordinating internal teams and overseeing delivery, technical configuration, and training to ensure a seamless implementation experience

Act as the liaison between clients and Service Delivery, ensuring that current Playbook standards, including desired workflows, and best practices are accurately documented and consistently followed

Deliver monthly Innovation Call summaries highlighting product enhancements, new technology releases, and opportunities for clients to optimize platform utilization

Own and manage client budget requests, providing timely updates, forecasts, and visibility into project-level financials

Prepare and deliver monthly usage reports detailing at minimum storage management, user activity, inactive workspaces and overall spend trends

Review monthly invoices, collaborating with Service Delivery Directors and Accounting to ensure accuracy and transparency in client billing

Work with Sales & Sales Operations during the agreement process on assigned accounts, including renewals, Statements of Work (SOWs), proposals, and estimates