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About the Role
The Mid-Market Account Executive is a subject matter expert focused on developing new business opportunities for Attorney Services offerings. This role involves actively pursuing new clients, growing an existing book of business through cross-selling, and maintaining client relationships within the prescribed account development cycle. The position is part of the First Legal Sales Team, interacting with local Account Managers and Regional Managers.
Responsibilities
- Secure new and build upon existing Attorney and Law Firm clients for subpoena-based records retrieval services.
- Offer and conduct Attorney continuing Legal Education opportunities.
- Identify viable client prospects from various sources, including directories, contact lists, databases, leads, internet resources, and personal networking.
- Be in the field at least 2-3 times weekly.
- Maintain accurate account and client detail information in the Customer Relationship Management System (CRM), including account management, opportunity identification, and forecasting.
- Recognize and expand on market conditions and the discovery phase of litigation.
- Attend industry-related functions for networking and enhanced product knowledge.
- Maintain high-level confidentiality concerning internal and external matters.
- Meet or exceed established sales goals and objectives.
- Prepare weekly/monthly/quarterly reports as directed.
Requirements
- High School diploma or GED required.
- A minimum of 5 years of professional solutions-based outside sales experience in a fast-paced, multifaceted attorney service or legal environment or equivalent combination of education and experience required.
- Successful track record in developing and executing strategic business development action plans within a prescribed territory.
- Proven ability to generate SARG (same account revenue growth) from existing client base by leveraging cross-selling opportunities and other best practices.
- Qualify New Business by identifying and initiating contact with all decision-makers, securing initial client visits with all qualified prospects.
- Secure New Business by converting prospects into new clients and growing additional business with existing clients.
- Champion exceptional customer service in providing business solutions to anticipate and meet client base needs.
- Demonstrate a commitment to excellence, results-driven, improvement-focused, and action-oriented self-starter.
- Ability to oversee various responsibilities simultaneously and proactively look for better ways of doing things.
Skills
- Solutions-based outside sales
- Business development
- Cross-selling
- Account management
- Opportunity identification
- Forecasting
- Networking
- Customer service
- Strategic planning
Location
- Remote - San Francisco Bay Area, CA
Work Type
- Full-Time
- Remote
Experience Level
- Minimum of 5 years of professional solutions-based outside sales experience
Education Level
- High School diploma or GED
Salary/Compensations
- $85,000-100,000 + commission/bonuses
Benefits
- Remote work opportunities
- Medical, Dental, and Vision coverage
- Flexible Time Off (FTO) for Exempt Employees
- Internet Stipend for remote workers
- 401(k) with company matching
About the Company
- First Legal is the first comprehensive File Thru Trial™ solutions firm, providing a single-source approach that simplifies the litigation process for our clients.
- Our culture of innovation, trust, quality service, and deep industry knowledge makes us uniquely qualified to deliver relevant and timely solutions.
- Our services, including court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval, digital, and investigations, work together to create a personalized and effortless client experience.
Equal Opportunity
- First Legal is an equal opportunity employer and does not discriminate based on any characteristics protected under the law. All employment decisions are based on qualifications, merit, and business needs.
- First Legal will consider qualified applicants with arrest and conviction records for employment in accordance with applicable federal, state, and local laws, including the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, the New York City Fair Chance Act, and the Washington Fair Chance Act.
- Applicants who need assistance or accommodations for interviews or website access can contact us at 800-889-0111.
- First Legal will contact you only from a firstlegal.com email address or through ADP Workforce Now Recruiting. Be cautious if anyone asks you for personal information. Background checks, for example, are conducted only after an offer is extended.