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Filevine

AI-powered legal ops and document management

Mid-Market Inside Sales Account Executive

Account ManagementUpdated on Nov 13
Full-timeSalt Lake City, UT, USA

About the Job

Requirements

  • Three to five or more years of experience in inside sales, account management, or SaaS sales, ideally managing an installed base or book of business.
  • Experience with upsell and cross-sell motions in a high-volume, transactional-to-mid-market environment.
  • A strong track record of managing daily, weekly, monthly, and quarterly objectives across many accounts.
  • Skill in discovery, pipeline management, account planning, and overcoming objections.
  • Written and verbal communication, presentation, and listening skills.
  • Organizational and time-management skills, with the ability to prioritize across a large portfolio.
  • 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 adapt to open-office layouts while staying focused and respectful of colleagues.
  • Skill in handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.

Responsibilities

  • Own a book of business and manage the full sales cycle for expansion and upsell opportunities within it.
  • Drive adoption of LOIS and Filevine’s artificial intelligence capabilities by helping customers understand how artificial intelligence can transform their day-to-day legal work.
  • Identify whitespace and growth opportunities across accounts, including additional users, new products, and new LOIS capabilities.
  • Run discovery conversations to understand each customer’s evolving workflows, goals, and challenges, and align Filevine solutions to them.
  • Share insights that help customers evaluate options and understand the value of expanding their investment in Filevine.
  • Prepare and tailor messaging and demonstrations for customers across practice areas and firm sizes.
  • Guide customers through the purchasing process and keep deals on agreed-upon timelines.
  • Partner with Customer Success, Support, and Account Management to coordinate outreach and ensure a seamless customer experience.
  • Accurately forecast quarterly and annual performance, and report on activity and pipeline metrics.
  • Maintain accurate, up-to-date records in the customer relationship management system to manage the pipeline.
  • Learn and consistently apply the sales process to manage the business and increase effectiveness.
  • Consistently meet or exceed quota within the specified time frame.

Desired Qualifications

  • Experience in legal technology, artificial intelligence products, or the legal industry.

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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