Pattern Data

Business Analyst

• Pull and analyze client-specific data from existing reports to provide insights and support internal teams.
• Map, clean, and upload data for one-off requests from the Client Success team.
• Work with clients to set-up API access and utilize the API to copy documents and data.
• Provide practical, data-driven solutions to technical or operational issues as they arise.
• Facilitate and monitor file transfers from internal & external storage systems (SFTP, API, Vendors), providing status updates and troubleshooting issues.
• Validate data and outputs after system updates or automated processes to ensure accuracy and completeness.
• Create and maintain clear documentation of internal workflows and client-facing data operations processes.
• Identify opportunities for backend and operational process enhancements to improve efficiency and data reliability.

Solutions Analyst

Account Executive

• Own the full sales cycle – from prospecting to close – with law firms of varying sizes.
• Target new prospects and manage your own book of business.
• Prospect, qualify, and lead discovery calls and demos to uncover client needs.
• Strategize and implement creative approaches when faced with client challenges.
• Build and maintain relationships with key stakeholders, decision-makers, and industry partners.
• Create account plans to maximize opportunities within existing and prospective clients.
• Structure and manage negotiations to successfully close deals.
• Collaborate cross-functionally to advocate for client needs.
• Represent Pattern at industry conferences and client meetings.
• Travel up to 30% for client meetings, on-site visits, and industry events.
• Effectively manage time and exceed goals in a high-growth, fast-paced environment.

Sales Development Rep

• Own and manage a book of business focused on mass tort firms, consistently driving adoption, renewals, and revenue growth.
• Prospect, qualify, and run discovery calls and product demos with new clients, identifying needs and proposing tailored solutions.
• Conduct sales research to uncover business objectives and support senior AEs in developing strategic solutions for client challenges.
• Manage a high-velocity sales cycle from first outreach through close, structuring and negotiating smaller deals while supporting larger opportunities.
• Assist in developing account plans and tracking client activity to identify growth opportunities within existing relationships.
• Partner with other AEs and collaborate cross-functionally with Product, Client Success, and Marketing to share client feedback and improve sales processes.
• Attend industry events and travel as needed (up to 20%) to build and maintain strong relationships.
• Effectively manage time, prioritize objectives, and exceed goals in a fast-paced, results-driven environment.
• Own day-to-day HubSpot management: deal creation, pipeline updates, workflows, and data hygiene.
• Support mid- and senior-level AEs in their efforts to build and maintain reports and dashboards to track sales performance, pipeline health, and conversion metrics.
• Support documentation of sales processes, templates, and enablement materials.

Solutions Analyst

Account Executive

Sales Development Representative