Analyst, Vertical Accounts

Overview

About the company 

Consilio stands as the global leader in eDiscovery, document review, flexible legal talent, and legal advisory & transformation consulting services. With its Consilio Complete suite of capabilities, the company empowers multinational law firms and corporations using innovative software, cost-effective managed services, and deep legal and regulatory industry expertise.

Job Summary:

Consilio is seeking a detail oriented and analytical Vertical Account Analyst to support a portfolio of accounts by helping influence and execute account plans, maintaining accurate client and opportunity information, and identifying qualified growth opportunities. This role coordinates day-to-day delivery alignment and client communication, enabling strong account coverage, retention, and expansion. The Vertical Account Analyst also contributes to internal account management (AM) community rhythms and best-practice sharing to strengthen repeatable ways of working.

Responsibilities

• Support account planning and execution for an assigned portfolio; track actions, owners, and follow-through.
• Maintain CRM accuracy, hygiene, and reporting to ensure reliable visibility into account activity, pipeline, and outcomes.
• Identify, document, and help qualify upsell and cross-sell opportunities; surface insights to account owners and partners.
• Coordinate delivery alignment and client communication across stakeholders to support smooth execution and responsiveness.
• Prepare for and support governance touchpoints including Account Reviews and QBRs (agenda support, materials, notes, and action tracking).
• Contribute to internal AM community participation and best-practice sharing; capture reusable assets, templates, and learnings.
• Escalate strategic issues and risks as appropriate; execute within defined scope and guidance.

Qualifications

Minimum Education Requirements:

· Bachelor’s degree in Business, Communications, or a related field; equivalent experience considered.

Minimum Experience Requirements:

· 2–5 years of experience in client services, sales support, account support, or delivery coordination.

· Demonstrated strength in organization, prioritization, and clear written and verbal communication.

Other Requirements:

· Relationship management skills with the ability to work effectively across internal teams and with client stakeholders.

· Ability to spot opportunities and connect signals across account activity, service delivery, and client needs.

· Strong time management and attention to detail; dependable follow-through on action tracking and reporting.

· Comfort operating in defined governance rhythms (Account Reviews, QBRs) and escalating strategic issues when needed.

Working Conditions:

Full-time position in-person at one of Consilio’s offices in India or South Africa

Consilio’s True North Values

· Excellence We strive to make every client our advocate

· Passion We DO because we CARE

· Collaboration We win together through teamwork and communication

· Agility We flex, adapt and embrace change

· People We value, respect and invest in our teammates

· Vision We create clarity of purpose and a clear path forward

Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.