Develops new business and expands existing accounts for attorney services, especially subpoena-based records retrieval. Identifies prospects, conducts client visits and legal education events, manages CRM data, cross-sells services, maintains client relationships, networks within the legal industry, forecasts opportunities, and meets sales goals across a prescribed territory.
Mid-Market Account Executive
Full-Time | Exempt | Remote
About First Legal
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.
Position Summary:
The Mid-Market Account Executive position is a subject matter expert on developing new business development opportunities for Attorney Services offerings. The role will focus on actively and successfully pursuing new clients and growing an existing book of business by incorporating cross-selling techniques. The Account Executive will maintain client relationships at key accounts within the prescribed account development cycle. The role will be a part of the First Legal Sales Team and interact with local Account Managers and Regional Managers within each sector.
Job Duties:
- Securing new and building upon existing Attorney and Law Firm clients to provide subpoena-based records retrieval services.
- Offer and conduct Attorney continuing Legal Education opportunities.
- Identifying viable client prospects from various sources, including directories, contact lists, databases, leads, internet resources, and personal networking.
- Required to be in the field at least 2-3 times weekly.
- Maintain all account and client detail information accurately in our Customer Relationship Management System (CRM), including solid account management habits, opportunity identification, and forecasting.
- Recognizing and expanding on market conditions and the discovery phase of litigation
- Attend industry-related functions to explore networking opportunities and gain enhanced product knowledge.
- Maintain high-level confidentiality concerning all internal and external matters and other material as deemed necessary.
- Meet or exceed established sales goals and objectives as prescribed by the EVP of Sales and Regional Manager
- Prepare weekly/monthly/quarterly reports as directed by the EVP of Sales and Regional Manager
Job Qualifications:
- 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 and generating SARG (same account revenue growth) from existing client base by leveraging cross-selling opportunities and other best practices.
- Qualifying New Business - Identifying and initiating contact with all decision-makers, securing initial client visits with all qualified prospects
- Securing New Business – Converting prospects into new clients and growing additional business with existing clients
- Champion for exceptional customer service in providing business solutions to anticipate and meet client base needs.
- A commitment to excellence and to making a difference; results-driven, improvement-focused, and action-oriented self-starter who can oversee various responsibilities simultaneously and proactively and continually look for a better way of doing things.
Schedule/Location:
- Hours: Monday-Friday 8:00 am - 5:00 pm
- Remote - San Francisco Bay Area, CA
Compensation and Benefits
- Salary Range $85,000-100,000 + commission/bonuses
- 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
- And much more!
Application and Recruiting Information
- 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.
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