Account Executive, Strategic, Customer Sales
Core
Strategic Account Executive driving growth for Clio's legal AI and all-in-one product ecosystem by upselling, cross-selling, and acting as a strategic advisor to existing law firm customers.
Role type
Senior Account Executive (Strategic Customer Sales)
Builds
Clio's full suite of solutions including core platforms and Clio Duo AI offering
Domain
Legal Technology (LegalTech) / SaaS
Deliverable
product features
Required skills
Closing complex deals, SaaS sales experience, Salesforce proficiency, cold calling, product demonstrations, account planning, forecasting, negotiation
Preferred skills
Experience with Salesloft, ZoomInfo, SalesNav, AI tools
Responsibilities
Upselling and cross-selling Clio's solutions, converting qualified opportunities via phone/email/demos, managing leads in Salesforce, collaborating with Support/CSM/Sales Engineers, forecasting and deal closure, developing business cases, hunting/prospecting within existing accounts
Seniority
Mid-Senior, hands-on IC