Jonathan Gross, J.D., Ceds, Cfe, Cipp/Us Email & Phone Number

Houston, Tx, Us

Global, Oo

As Director at Elevate, I lead innovative, technology-enabled solutions for legal teams—both in-house and outside counsel—focused on improving operational efficiency, reducing costs, and future-proofing business processes. I work closely with Fortune 50 companies, super-majors, and Am Law 200 firms to support large-scale litigation, complex discovery, and cross-border legal matters.Key areas of focus include:Litigation Support: Leading teams in providing comprehensive litigation support for a variety of matters including finance, intellectual property, and cybersecurity breach cases.Sector Expertise: Driving initiatives for energy and oil & gas companies, with an emphasis on streamlining legal operations, managing risks, and delivering measurable results.C-Suite Collaboration: Trusted advisor to General Counsel, CISOs, CFOs, CEOs, and CROs, providing strategic guidance on technology use, outside counsel spend, and workflow management to enhance efficiency and value.Risk & Compliance: Cybersecurity incident response, and internal investigations, while overseeing teams during regulatory inquiries with the SEC and DOJ.At Elevate, my mission is to help legal teams optimize their operations through tailored, innovative solutions that address current challenges while preparing for the future.

Washington, Dc, Us

As Director of Legal Operations, Technology, and Data Governance at FTI Technology, I provided high-level consultation and support to law firms and corporate legal departments, offering tailored solutions across litigation, eDiscovery, and enterprise risk management. My role encompassed:Key Responsibilities:Litigation Workflow Consultation: Advised on optimizing litigation workflows for legal teams to improve efficiency and reduce costs.eDiscovery and Forensics: Sold and consulted on eDiscovery services, forensic collections, and managed review projects, ensuring robust and compliant data handling.Enterprise Risk & Data Governance: Provided guidance on risk management, data governance, data privacy, and data mapping initiatives for large organizations.Cybersecurity Solutions: Delivered comprehensive cybersecurity services, including penetration testing, gap analysis, and post-incident support.Compliance Support: Assisted clients with FCPA and UK Bribery Act compliance, offering software solutions, gap analysis, and investigative support.

Co-founded The Attorney & Service Provider Partnership (ASPP). ASPP provides a forum for attorneys and select legal service providers to network, share best practices, and to stay abreast of the latest changes to the practice of law. Members have an opportunity to hear speakers, attend CLEs and to have access to the best the industry has to offer.

Houston, Tx, Us

At Morae, I served as a trusted consultant to law firms and corporate legal departments, providing strategic insights and solutions across a wide array of legal technology and operations. My role involved advising clients on:Key Responsibilities:Legal Department Operations: Consulted on improving workflow solutions, managing outside counsel spend, and implementing legal technologies such as Matter Management, eBilling, Contract Lifecycle Management, Document Management, eDiscovery, and legal hold.Market & Competitive Analysis: Conducted comprehensive market analysis to ensure competitive positioning of products and services.Industry Engagement: Participated in tradeshows, presented products and services, authored whitepapers, and wrote industry trade articles to showcase Morae’s thought leadership.Global Training: Provided global training on CRM tools to staff, ensuring consistent use of best practices.Contract Negotiation: Led negotiations for contracts with Fortune 500 legal departments, law firms, and vendors, including CRM and database providers.

Houston, Texas, Us

Served as Executive Director of Sales for the largest court reporting and records retrieval company. Managed a team of 10 Directors of Business Development specialists across Texas and Louisiana. Developed formal sales process for the team. In addition to weekly coaching sessions, implemented sales strategies to expand opportunities including hosting CLEs, utilizing channel partners and expanding into corporate accounts.Leveraged technology solutions to create efficiencies in the selling process. Introduced to case research and database mining tools, Additional responsibilities included:•Mentorship of hired Sales Team, while organizing onboarding programs for newly hired personnel.• Coordination of presentations with various legal organizations, as well as tradeshows and sponsorships.•Control of $25M worth of profit and loss (P&L) for a team of 10 directors of business development and sales across Louisiana and Texas.

Ramsey, Nj, Us

Efficient oversight of a team comprised of regional engineering project and regional relationship management resources, as well as sales and management resources to reach and exceed quota for law firm technology contracts.• Full accountability in the conceptualization of channel partner and market strategies and continuing legal education (CLE) presentations, explanation of contracts to vendors, and projection of sales projects and procurement services.•Launch of new offerings and IT solutions within the Texas market.•Cultivation of a base of law firm relationships, while managing negotiation of some of the largest annual law firm contracts in the region.•Commendation for the attainment of the largest legal services contract in the history of the company.•Introduction of legal IT service line, thereby acquiring $500K in new revenue within six months.

Austin, Texas, Us

Oversaw the Houston market with specific focus on corporate counsel of Fortune 500 companies. Sold and negotiated large contracts with Fortune 500 companies litigation departments representing some of the largest retailers and energy companies in the US.•Boosting of operations by prioritizing the identification and growth of operations channels, go-to-market strategies, revenue generation, and sales and partner team development.•Pivotal role in marketing key contracts to different Fortune 500 companies and facilitating presentations to key corporate stakeholders.•Collaboration with corporate legal departments toward selling of proprietary eDiscovery and matter management solutions to some of the largest companies across the country.•Effective negotiation of exclusive contracts with general counsel of four Fortune 500 companies.•Initiation of new territory and product offering to corporate legal departments.

London, Gb

Managed team of sales consultants in US and Mexico selling consulting services across multiple service lines dealing with risk management. Cultivated and maintained relationships with C level decision makers. Assessed and developed new territories and expanded into existing markets primarily for oil and gas and energy clients with international operations. Developed, implemented and deliver sales and compliance training programs for internal North and South America teams. Managed margins on projects to ensure that revenue targets are met. Monitored changing legislation affecting clients, particularly in complex, hostile jurisdictions. Highlights of achievements:•Team revenue targets exceeded budget by 170% for fiscal year 2014 ($17 million)•Individual revenue targets exceeded budget by 150% for fiscal year 2014 ($4 million)•Generated over $1.6 million in additional revenue from new markets over a two-year period•Developed, implemented and delivered North America internal sales and compliance training

Eden Prairie, Minnesota, Us

Developed sales strategy and marketing for trial services consulting. Managed team of subject matter experts covering jury consulting, eDiscovery and trial strategy. Fostered long-term relationships with high-level partners at the top 200 law firms in the country. Conducted market research and legal research to target market law firms needing electronic discovery, web-based platforms, trial presentation technology services and jury consulting. Presented to medium and large-sized groups at legal events, industry trade shows and Continuing Legal Education seminars. Maintained comprehensive databases with attorney and practice information as well as pending litigation. Highlights include:•Attaining 112% of quarterly revenue goal the first quarter of employment, and 225% for 2008•Rookie of the Year for 2008•Performing in Top 5% of consultants in revenue in 2009•Exceeding 110% of $1.5 million revenue target in 2010

Us

Managed team of underwriters and loan processors through the funding and secondary market sale of mortgage-backed securities. Managed relationship across 150 offices, consulted and prospected for new business and conveyed legislative and underwriting guidelines. Responsible for “field” underwriting to determine viability of loan performance and profitability, using customer databases, contact management systems, and automated underwriting to drive sales and revenue growth. Highlights include:•Registering over 300 new accounts•Rookie of the Year 2004 and ranked #1 for monthly volume generated in the region •Recognized as “Top Account Executive” based on deals closed with multiple brokers•Growing sales volume from $5 million to over $30 million•Increasing annual volume by more than 25% year over year

J.D., Law

Bachelor Of Arts (B.A.), English Language And Literature, General