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Filevine

AI-powered legal ops and document management

Account Executive - Small Business

Account ExecutivePosted on Nov 12
Full-timeSalt Lake City, UT, USA

About the Job

Requirements

  • One to three years of experience in software sales.
  • A consistent, demonstrable record of achieving quota.
  • A strong track record of managing daily, weekly, monthly, and quarterly objectives.
  • Experience in lead qualification, advanced outbound prospecting, pipeline management, sales processes, and overcoming objections.
  • Proficiency in Salesforce or a similar customer relationship management system.
  • Ability to maintain focus, productivity, and composure in high-stress, fast-paced in-person environments.
  • Ability to work in the office five days a week at the Sugarhouse, Utah location.
  • Ability to work effectively in open-office layouts while staying focused and respectful of colleagues.
  • Ability to handle high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.

Responsibilities

  • Sell Filevine to clients seeking case management solutions, particularly in the legal vertical.
  • Convey Filevine’s value propositions to prospective clients to earn their business.
  • Share insights that help prospects evaluate different solutions.
  • Prepare and tailor messaging for prospective clients.
  • Guide prospective clients through the purchasing process to meet agreed-upon timelines.
  • Accurately forecast quarterly and annual performance.
  • Use a customer relationship management system to manage the pipeline.
  • Learn and use the sales process to manage business and increase effectiveness as a sales representative.
  • Develop sales strategies to increase the client pipeline.
  • Consistently meet or exceed sales quotas within a specified time frame.
  • Partner with sales development representatives to build a territory and identify qualified opportunities.
  • Report on activity and performance metrics.
  • Provide quarterly forecasts to senior sales management.

About the Company

Filevine

AI-powered legal ops and document management

Filevine provides a subscription-based AI-powered legal tech platform that helps law firms run more efficiently. Its SaaS offers integrated modules for document management, time tracking, invoicing, and eSignature, plus AI-assisted drafting, intake and lead management, and marketing analytics to automate tasks and optimize workflows. Built by lawyers for lawyers, the platform combines matter management, billing, and client intake in a single system tailored to legal needs. The goal is to help firms operate more efficiently, win more clients, and improve profitability through streamlined processes and data-driven insights.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$828.9M
Headquarters
Provo, UT
Founded
2015

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