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Work Background
e-Discovery Business Development Executive
Harbor Litigation Solutionse-Discovery Business Development Executive
Jun. 2024RemoteIn addition to business development, I’m also responsible for all marketing initiatives at Harbor Litigation Solutions — including a full refresh of our collateral, website, and digital presence. I regularly publish thought leadership, case studies, and white papers that highlight industry trends and client success stories. Harbor Litigation Solutions is a leading provider of comprehensive eDiscovery solutions, delivering cutting-edge technology and expert services to law firms, corporate legal departments, and government agencies. Our mission is to simplify the complex eDiscovery process and provide our clients with the tools and insights they need to efficiently manage their legal data.
Business Development Representative
Fractional CISOBusiness Development Representative
Apr. 2024 - Jun. 2024RemoteHelping business leaders manage risk and grow their businesses by providing cybersecurity programs. SOC 2, TX-RAMP, vCISO services
Marketing Consultant
ProxiioMarketing Consultant
Jan. 2024 - Mar. 2024RemoteRevitalized client website by rewriting content and collaborating on design improvements, significantly enhancing user engagement and retention. Developed comprehensive product collateral, including brochures and datasheets, that effectively communicated product benefits and features to target audiences. Implemented SEO strategies by identifying optimal search terms, boosting online visibility, and driving targeted traffic. Crafted compelling executive bios and narratives that aligned with brand values and vision, enhancing corporate identity and trust. Created persuasive sales and corporate decks that streamlined communication and facilitated successful pitches, resulting in increased conversion rates. Overhauled company LinkedIn pages, improving content, and engagement strategies to strengthen brand presence and professional network. Provided expert editing services for legal articles, ensuring accuracy, readability, and compliance with relevant standards.
Manager of Sales Enablement
ACA GroupManager of Sales Enablement
Sep. 2022 - May. 2023Procured, created and launched ACA's first global Sales Enablement Tech Program. Responsible for training and development on ACA's tech enablement stack, including but not limited to Seismic, Salesloft, Zoominfo, Sales Navigator, and Mergr.
Marketing Program Director
EpiqMarketing Program Director
Sep. 2020 - May. 2022Procured, created and launched Epiq’s first Sales Enablement Platform. Responsible for all training and development as well as site maintenance. Work directly with Sales and Sales Management to assure materials are being utilized. Track client analytics, data and sales tied to Marketing revenue. Work closely with Inside Sales and Client Services to support new product launches and marketing campaigns. Attend Industry related events, create theme related events. Participate in writing materials used as collateral and webinars. Host weekly sales training sessions as well as publish a weekly Legal Solutions newsletter updating over 600 employees on what is new within the Marketing Organization.
Sales Project Director
EpiqSales Project Director
Apr. 2018 - Sep. 2020Responsible for the creation and maintenance of the Global Sales Operations, Legal Solutions Business Manual. From inception to completion the Manual serves as a complete record of all policy and procedure surrounding the organization. Other tasks include delivering the monthly stack rankings report, serving as a point person on multiple questions on policy and procedure from the Sales Organization as well as working with our 3rd party partners to further develop relationships and focus on ways to increase learning and product sales. Initiated and completed Epiq’s first ever internal SharePoint Legal Solutions site. Site was created as a landing point for Sales to collect and gather current materials to enable better performance.
Director, Client Development
EpiqDirector, Client Development
Jan. 2018 - Apr. 2018Responsibilities include; enhancing the client experience while driving and maintaining business on new and existing accounts. Accountable for upwards of 10 global accounts, both Corporate and Law Firm. Provide a focused sales approach to top revenue producing accounts. Deliver monthly, quarterly and yearly business reviews. Assist in development of strategic account plans, scoping new projects, troubleshooting performance issues and providing immediate workflow solutions. Work with HR and PM teams to provide clients with top results. Initiate discussions on new and emerging technologies in the eDiscovery field. Primary focus on Managed Document Review and ESI sales.
Director, Client Development
DTI LLCDirector, Client Development
Jan. 2016 - Jan. 2018Boston, MassachusettsResponsibilities include; enhancing the client experience while driving and maintaining business on new and existing accounts. Accountable for upwards of 10 global accounts, both Corporate and Law Firm. Provide a focused sales approach to top revenue producing accounts. Deliver monthly, quarterly and yearly business reviews. Assist in development of strategic account plans, scoping new projects, troubleshooting performance issues and providing immediate workflow solutions. Work with HR and PM teams to provide clients with top results. Initiate discussions on new and emerging technologies in the eDiscovery field. Primary focus on Managed Document Review and ESI sales.
Review Manager
DTI LLCReview Manager
Jun. 2015 - Jan. 2016Boston, MassachusettsResponsible for project management activities on multiple simultaneous document review projects. Working closely with sales team, HR for recruiting, onboarding and training new reviewers. Creating QC plans to ensure client with optimal reviewer results. Proactively providing project documentation to clients. Performing case metrics and productivity analysis. Developing timelines, SOP’s, resource consumption plans and critical path models to best manage case workflow. Managed multiple teams of up to 75 Contract workers including Team Leads and Foreign Review Attorneys.
Director of Discovery Services
Merrill CorporationDirector of Discovery Services
Oct. 2012 - Jun. 2015Boston MAResponsible for project management activities on multiple simultaneous document review projects. Working closely with sales teams, HR for recruiting, onboarding and training new reviewers. Creating QC plans to ensure clients with optimal reviewer results. Proactively providing project documentation to clients. Performing case metrics and productivity analysis. Developing timelines, SOP’s, resource consumption plans and critical path models to best manage case workflow.
Case Administrator
AutonomyCase Administrator
Mar. 2011 - Jun. 2011Acquired detailed knowledge of the company's eDiscovery platform, managed the following activities for clients: document processing, site configuration, workflow management during review, advanced methods of search, reporting and analytics, and production of documents. Tracked engagement schedules, ensured proper quality assurance, and managed changes in scope. Trained new users on functionality, trouble shot user issues and responded to client concerns and requests.
Contract Attorney
Ropes and Gray LLPContract Attorney
Jul. 2009 - Jan. 2011Identified and prepared for production documents responsive to subpoena requests regarding three branded pharmaceuticals.
Staff Attorney
McCarter & English LLPStaff Attorney
Jul. 2008 - Dec. 2008Researched and analyzed internal client documents, discovery and related materials for second tier review in preparation for trial.

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