DescriptionJob Description
Position: Senior Solutions Advisor
Reports To: Director, Customer Enablement
Location: Chicago
Job Overview
The Senior Solutions Advisor serves as a senior workflow and product expert responsible for guiding customers through complex discovery workflows and advanced platform adoption. This role supports strategic customers, complex onboarding engagements, and advanced workflow transitions.
Senior Solutions Advisors provide deep expertise in discovery workflows and serve as internal subject matter experts within the Customer Enablement organization.
Key Responsibilities
- Partner with customers to define eDiscovery workflows, technical requirements, and operational processes aligned to business objectives.
- Lead onboarding and enablement sessions to ensure customer teams are confident and effective using Reveal.
- Provide best-practice guidance to optimize platform usage and operational efficiency.
- Provide deep expertise in advanced eDiscovery scenarios, including large-scale review environments.
- Guide customers in transitioning from other eDiscovery platforms, helping redesign workflows and operational processes to align with Reveal.
- Advise on how key personas adapt their roles and responsibilities within new platform environment.
- Collaborate with the migration teams to support smooth data migration and user adoption.
- Troubleshoot and resolve advanced workflow challenges, escalating to internal teams as needed.
- Educate customers on new features, updates and capabilities relevant to their objectives.
- Deliver customized solution presentations and workflow demonstrations for customer stakeholders.
- Provide structured feedback to Product and Engineering teams based on real-world customer use cases.
- Support Customer Success, Sales, and Support teams to deliver seamless post-sales experience.
- Capture workflow insights, product gaps, and enhancement requests to inform product improvements.
- Maintain detailed documentation of customer interactions and workflow solutions in Gainsight.
- Mentor Solutions Advisors and Specialists.
- Contribute to internal enablement programs and best-practice resources.
Characteristics
- Strong analytical, troubleshooting and problem-solving skills.
- Excellent oral and written communication skills with the ability to simplify complex concepts.
- Hands-on experience with product implementation, integration, and configuration.
- Proficiency with CRM and customer success tools (e.g., Salesforce, HubSpot, Gainsight).
- Effective at managing multiple priorities in a fast-paced environment.
- A proactive, customer-first mindset.
Education & Experience
- Relativity Certified Administrator (RCA) or advanced Relativity certifications strongly preferred.
- Bachelor's degree or equivalent professional experience.
- 6-9 years of experience in eDiscovery consulting, legal technology or solutions advisory roles.
Benefits and Perks including but not limited to:- Comprehensive health benefits (Medical, Dental, Vision, and HSA/FSA)
- Group Term Life Insurance and Voluntary Life Insurance option
- Paid holidays
- Paid vacation, sick, and personal days
- FSA dependent care benefit
- Childbirth recovery and bonding leave policies
- Short and long-term disability benefits
- Access to onsite gym and recreational area at our Chicago office
- Friendly, collaborative, in-office work environment with ample opportunity for professional development.
For Illinois-based roles, the budgeted annual salary range is $117,725 to $138,500. Plus, participation in one of our bonus plans. Compensation for this role will depend on a number of factors, including a candidate's qualifications, skills, competencies, and experience and may fall outside of the range shown. Reveal offers a competitive total rewards package, which includes the Benefits and Perks set forth above.
This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and subject to amendment.
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