West Coast Senior Consultant (2nd Shift)

  • Full Time
  • Remote

Website HaystackID HaystackID

Worldwide Reach. Local Expert Touch.

HaystackID LLC is currently seeking a Senior Consultant to join our highly successful operations team.

Position Summary: A HaystackID Senior Consultant provides high-level support and strategic advice to HaystackID clients on all facets of the EDRM model. HaystackID Senior Consultants support clients by implementing documented best practices and workflows, while also leveraging resources to create solutions that enhance the client experience. Our Senior Consultants are the primary source of client project contact, status communication, sales engineering, and planning. Senior Consultants lead most client meetings, and they build the documentation and for project-specific procedures, protocols, workflows, logs, etc. Senior Consultants contribute to business development efforts by attending scoping efforts for potential projects – most often in a consultative role. Our Senior Consultants document scope changes and work with our Sales team to deliver addendums and additional documentation.

Hours for this position are 3 pm-12 am PST.



+ Results-Oriented – Sets stretch goals for personal and team accomplishment and works tenaciously to achieve those goals; acts with a sense of urgency; takes the initiative on actions; establishes metrics to monitor progress and measure success; maintains focus by avoiding or overcoming roadblocks.

+ Client Focus – Engages with the clients, both internal and external, and their needs as a primary focus; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; utilizes approved methods to monitor and evaluate client feedback; appropriately meets client needs without jeopardizing business outcomes or results.

+ Communicating with Impact – Expresses thoughts, ideas and information in a clear and compelling manner; organizes thoughts logically and highlights the critical points; adjusts messaging appropriately to suit the audience; ensures understanding through active listening and seeking input from the audience; addresses and interprets questions and points from others with appropriate responses.

+ Planning and Organizing – Develops plans and goals that align with and support business strategies; translates objectives into action plans; identifies tasks critical to business success and allocates resources accordingly; effectively manages time to achieve success; handles multiple demands and competing priorities successfully; delegates appropriately.

+ Problem Solving – Identifies problems by detecting patterns or connections; researches and analyzes problems; determines alternative solutions and creates action steps to solve the problem; thinks and acts quickly and effectively in a variety of situations; solves the problem while maintaining a balance between the time invested, the amount of information needed and the magnitude of the problem; evaluates both the short- and long- term consequences of decisions.


Tier 1 Responsibilities

+ Serves as the primary liaison with key client representatives maintains ownership over the service delivery relationship, and drives overall client satisfaction through effective coordination and communication of client deliverables.

+ Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners.

+ Consistently delivers proactive communication with clients and when client issues arise, addresses issues, expedites requests, and/or escalates.

+ Demonstrates leadership to both the client and internal partners, delivering project objectives professionally and with high quality.

+ Instills confidence with the client and serves as a primary public face of HaystackID.

+ Collaborate with development and technical teams on enhancing the eDiscovery platform.

+ Prepares recommendations, budgets and project plans for Managed Service clients.

+ Participates in RFI/RFP process.

+ Assists preparing manuals, department documentation, and instruction materials for training personnel.

+ Works with members of other technology groups at HaystackID to resolve technical problems that may arise.

+ Handles multiple projects and priorities under stressful circumstances.

+ Serves as a non-sales team lead on client deliverable or experience issues and demonstrates calm, effective leadership during the resolution phase.

+ Serves as a mentor to less experienced members of the department.


Common Tasks

Perform hands-on work in support of eDiscovery projects, including:

+ Coordinating data processing tasks with the Data Analyst Team, reviewing processing reports, and updating clients on status of data processing.

+ Analyzing load files received with production data and image-format data.

+ Building search queries and executing search requests to assist clients with identifying documents of interest.

+ Assembling document distribution sets and document review batches based on client parameters.

+ Assembling and preparing document sets for production using client-specified protocols or HaystackID’s best practices.

+ Creating production sets and exporting productions.

+ Providing platform training sessions to clients.

+ Consult with clients on data Forensics and eDiscovery requirements and workflows, including:

+ Technical specifications for data harvesting and processing.

+ Required format for migration data and image format data from third parties and scan shops.

+ Exceptions data and other issues encountered during data processing.

+ Analytics solutions, such as concept analysis and technology-assisted review, Message threading, near- duplicate, etc.

+ Keyword searching and culling protocols.

+ Document review workflows.

+ Production protocols.

+ Manage all project communications, providing proactive status updates and supplying substantive responses to inquiries from clients, case teams, HaystackID internal departments, and others.

+ Ensure accuracy and completeness of all project deliverables, including productions, reports, and other deliverables.

+ Create and maintain all project documentation, including data processing requirements, project workflows, production specifications, and search protocols.

+ Perform project administrative tasks including analyzing project audits, maintaining billing numbers, and validating month-end project billable services.

Investigate client complaints and facilitate resolutions, including:

+ Investigating and troubleshooting reports of connectivity problems or system performance issues.

+ Answering questions of Review platform functionality and usage.

+ Engaging on issues relating to project data or workflows.




+ 5+ years of Discovery/Discovery Consulting experience.

+ Demonstrated experience in the Discovery lifecycle including document collection, processing, review, and production.

+ 3+ years’ experience working with Relativity.

+ Minimum 2 years’ experience in utilizing Technology-Assisted Review platforms including the ability to explain the benefits and workflows of example technologies.

+ Proficient in kCura Relativity workspace set-up including, but not limited to, analytics, user set- up and group permissions, coding layouts, running complex keyword and dtSearch queries, and workflow customization such as indexing, set-up of views, field/choices, persistent highlighting sets, etc.

+ Relativity Certification (RCA, Relativity Analytics, or Relativity Project Management Specialist)

+ Experience with processing software (Relativity, LAW, Nuix, etc)

+ Communicate effectively to both internal and external clients.

+ Balance multiple client projects and other responsibilities.

+ Ability to effectively delegate workload and communicate instructions.

+ Demonstrated ability to organize, plan, and execute complex and voluminous data forensics and electronic discovery engagements.

+ Proficiency with Microsoft Excel, Word, and PowerPoint.

+ Exceptional analytical, issue-spotting and problem-solving skills – demonstrated capability to quickly analyze complex factual situations, evaluate key risk issues and make appropriate decisions.

+ Self-starter with ability to work independently under time-sensitive deadlines and other business pressures.

+ Outstanding presentation, written and oral communication, and interpersonal skills as well as the ability to influence diverse groups of senior professionals.

+ Work beyond regular business hours will be required.


Preferred Candidate Characteristics

+ Understands of corporate law department operations, and e-discovery processes tools/systems.

+ Understands information governance and document retention in the context of e-discovery.

+ Strong project management skills with the ability to multitask.

+ Ability to describe complex technical concepts and ideas in non-technical terms.

+ Ability to provide strategy and operations design and implementation services.

+ Structured and precise with a results-oriented approach to business.

+ Demonstrates full commitment and offers tactical strength through regular follow-up.

+ Demonstrated strength through consistent execution, speed, decisiveness, and focused/detailed approach.

+ Is a consensus builder, collaborative, flexible/agile in the thought process, and understands brevity, informality, and the “to-the-point” nature of forensics and electronic discovery services.



+ Medical, Dental and Vision insurances

+ Life, Short and Long-term Disability Insurances

+ 401(k) after 90-days

+ PTO and Paid Holidays


Position Salary Range

  • $150,000 – $170,000


HaystackID LLC is an Equal Opportunity/Affirmative Action Employer.