Product Consultant

Job Description

Job Description

Product Consultant

Reports To: Sr. Manager, Customer Services

The Product Consultant serves as a key player within Casepoint’s Customer Services team. They are responsible for successfully managing assigned customer onboarding, value realization, and relationships through effective consulting and execution. Strong candidates will have the capability to translate customer business processes into the effective onboarding and configuration of Casepoint products across a variety of data discovery use cases (i.e. litigation, enforcement, investigations, legal hold, FOIA) that support the success of Casepoint customers. 

Work Location

This position is eligible for remote work. Priority consideration will be given to candidates based in the DMV (DC, MD, VA) area to support occasional in-person collaboration.

We also welcome applications from candidates located in the following states, based on business needs and the availability of specialized talent:

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, WA, WI, WV, WY.

At this time, we are only able to consider candidates residing in these states.

What You’ll Do (Key Responsibilities):

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.  
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching. 
• Design technical workflow and projections for customer success management meetings and executive business reviews  
• Design playbook and best workflow procedures for Casepoint products 
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base  
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.  
• Identify capabilities that could provide added value to customers and work with the Account Manager and Product Enablement to increase adoption  
• Identify and document change requests through customer discovery sessions and engagement  
• Make sure customers are educated on new/enhanced features that can improve their workflows  
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need 
• Analyze, capture, document and illustrate “as-is” and “to-be” business processes and best practices.  
• Advise customers on the best application practices such as: application use cases, configuration optimizations, and instructional documentation. 
• Configure, test, and implement business processes within the COTS application(s). 
• Provide onsite/online application training as needed. 
• Provide product demonstrations to support project milestones as well as to support sales team. 
• Manage assigned project tasks in a timely manner and coordinate resources needed to complete tasks. 
• Provide weekly reports/updates of assigned tasks and progress to project manager/management.  
• Ensures downstream processes are considered during system enhancement/modification efforts 
• Perform initial User Acceptance testing to ensure system changes meet defined requirements as well as providing feedback to Development/testing teams regarding test cases, scenarios, and scripts 
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs 
• Other duties as assigned.  

What You Bring to the Team:

• Passion for technology and for helping others to understand and use it 
• A bachelor’s degree, or equivalent of 4 years’ professional experience 
• Minimum 2+years customer-facing experience in the enterprise software space. Example experience includes but is not limited to the following functions: Implementation, Managed Services, Customer Success, Support, and Product Training. 
• Must have ediscovery platform experience/eDiscovery experience
• Demonstrated experience in stakeholder management, relationship management, and software implementation 
• Analytical, technology, and problem-solving skills to be able to identify, communicate, and troubleshoot technical issues 
• Excellent verbal presentation skills and written communication skills 
• Quick learner with strong multi-tasking skills 
• Experience in self-training and developing expertise with new user-based technology 
• Experience working directly with clients to achieve results 
• Advanced knowledge of Microsoft Product Suite 
• Must be available for occasional travel to support project or product promotion efforts 
• Ability to obtain and maintain Public Trust or higher clearance 
• US Citizenship (non-dual)required 

Preferred Qualification

• Experience working with Government agencies 
• Experience working with customer help desk or customer service tools 
• Experience working with project management tools (Jira, Asana, Suite Projects Pro) 
• Strong experience in customer engagement with a SaaS company 
• Demonstrated success in advancing client business outcomes through education and adoption 

About Casepoint:

Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform.

Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long-term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. For more information, visit

Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.

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