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Wright Family Law Group

Account Executive - Client Engagement

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • A proven consultative sales record, owning deals from discovery to close, with a close rate the candidate can discuss.
  • High-empathy selling experience in consulting, professional services, admissions, financial services, healthcare, or legal, rather than high-pressure, high-volume closing.
  • Comfort talking directly and respectfully about a $5,000 to $15,000 commitment.
  • Experience handling a steady flow of inbound leads, with the customer relationship management discipline to keep same-day notes and follow-ups using Lawmatics, Clio, Salesforce, or similar tools.
  • Ability to quickly learn family law basics, such as case types and cost drivers, without giving legal advice.
  • Comfort on the phone and Zoom, and ability to handle confidential information.

Responsibilities

  • Run paid consultations booked by intake and lead discovery into each person's situation, goals, urgency, concerns, and readiness to move forward.
  • Explain the firm's process, services, and fees in plain English, and route legal questions to an attorney.
  • Recommend an appropriate retainer based on case complexity and firm pricing.
  • Handle objections about cost, timing, trust, and competing firms using questions rather than pressure.
  • Ask for the engagement and guide new clients through the engagement agreement and retainer payment.
  • Own each consultation through hiring, declining, or closeout; set next steps and follow-up dates for prospects who need time to decide.
  • Follow up with leads and take intake calls when not in consultations.
  • Log every consultation, outcome, and next step in Lawmatics the same day, and review recorded consultations to improve closing.
  • Hand retained clients to the legal team in Clio without requiring them to repeat information.
  • Flag junk or out-of-scope leads to intake and marketing to improve lead quality.
  • Help refine consultation scripts, objection handling, and training with firm leadership.

Desired Qualifications

  • Sales or intake experience at a law firm.
  • Experience selling alongside attorneys or other experts.
  • Familiarity with Lawmatics or Clio.

About the Company

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