Account Executive, Velocity
Core
Drive new business for Clio's legal practice management system by prospecting, converting opportunities, and managing the full sales cycle for solo practitioners and small law firms.
Role type
Account Executive (SaaS, full-cycle sales)
Builds
Clio's legal practice management software for law firms
Domain
Legal Technology (LegalTech)
Deliverable
product features
Required skills
prospecting, closing deals, full-cycle sales, pipeline management, product demonstrations, sales forecasting, territory ownership, cross-functional collaboration
Preferred skills
SaaS experience, inbound/outbound pipeline management, Salesforce proficiency, Salesloft/ZoomInfo/SalesNav usage, AI adoption
Technologies
Salesforce, Salesloft, ZoomInfo, SalesNav
Responsibilities
Uncover new business opportunities through prospecting and relationship building; Convert qualified opportunities via phone, email, and demos; Manage sales activities and forecast pipeline in Salesforce; Own territory sales cycle for inbound and outbound leads; Collaborate on opportunity generation strategies; Conduct discovery calls and demos; Partner with cross-functional teams to meet customer expectations; Adapt sales strategy based on industry trends.
Seniority
Individual Contributor, mid-level (3+ years experience)
