Mid-Market Account Executive

This is a fully remote position, open to applicants in California.

📋 Description

• Acquire new clients while enhancing relationships with existing Attorney and Law Firm clients to provide subpoena-based records retrieval services.

• Provide and facilitate continuing Legal Education opportunities for Attorneys.

• Identify potential client prospects through various channels, including directories, contact lists, databases, leads, online resources, and personal networking.

• Required to be in the field at least 2-3 times a week.

• Accurately maintain all account and client details in our Customer Relationship Management System (CRM), demonstrating strong account management practices, opportunity identification, and forecasting.

• Analyze and expand upon market conditions and the discovery phase of litigation.

• Participate in industry-related events to explore networking possibilities and enhance product knowledge.

• Uphold high-level confidentiality regarding all internal and external matters, as well as other pertinent information.

• Achieve or surpass established sales targets and objectives set by the EVP of Sales and Regional Manager.

• Compile weekly, monthly, and quarterly reports as instructed by the EVP of Sales and Regional Manager.

⛳️ Requirements

• A High School diploma or GED is mandatory.

• At least 5 years of professional solutions-based outside sales experience in a dynamic, multifaceted attorney service or legal environment, or an equivalent combination of education and experience is required.

• Proven success in developing and implementing strategic business development action plans within an assigned territory, generating SARG (same account revenue growth) from the existing client base by utilizing cross-selling opportunities and best practices.

• New Business Qualification - Identifying and initiating contact with key decision-makers, securing initial client meetings with all qualified prospects.

• New Business Acquisition – Converting prospects into new clients and expanding business with current clients.

• Advocate for outstanding customer service by providing business solutions that anticipate and meet client needs.

• A dedication to excellence and making a significant impact; results-oriented, improvement-focused, and a proactive self-starter capable of managing various responsibilities simultaneously while continually seeking better methods of operation.

🏝️ Benefits

• Opportunities for remote work.

• Comprehensive Medical, Dental, and Vision coverage.

• Paid Time Off (PTO).

• Internet Stipend for remote employees.

• And much more!