Account Executive, Velocity Customer Sales
Core
Strategic advisor to existing legal customers, driving growth through upselling and cross-selling of Clio's full suite of solutions including AI offerings.
Role type
Account Executive (Customer Sales)
Builds
Upsells and cross-sells Clio's integrated legal technology ecosystem to law firms and professionals.
Domain
Legal Technology (LegalTech) / SaaS
Deliverable
product features
Required skills
Closing deals, SaaS sales experience, running product demos, cold calling, Salesforce proficiency, forecasting, negotiation
Preferred skills
Experience with Salesloft, ZoomInfo, SalesNav, using AI to improve sales craft
Responsibilities
Upselling and cross-selling full suite solutions, converting opportunities via phone/email/demos, managing leads in Salesforce, collaborating with Support/CSM/SEs, forecasting and deal closure, developing business cases, hunting/prospecting existing accounts
Seniority
Mid-level, hands-on IC