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First Legal
Account ExecutiveFirst Legal • Oakland, Oakland, CA, US
Account Executive

Account Executive

First Legal • Oakland, Oakland, CA, US
30+ days ago
Job type
  • Full-time
Job description

Position Summary

:

The Account Executive is responsible for driving new business development and expanding revenue opportunities for First Legal eDiscovery. This role will proactively pursue prospective clients while strategically growing and retaining an existing book of business. In addition to generating new partnerships, the Account Executive will manage and strengthen client relationships across key accounts throughout the full account development cycle.

As a member of the First Legal Sales Team, this position will collaborate closely with local Account Managers, Sales Representatives, and Regional Managers across all service sectors. The role is approximately 75% client-facing (with some interactions temporarily conducted virtually) and 25% inside sales, ensuring a balanced focus on outreach, relationship management, and account growth.

Must reside in Los Angeles, Oakland or San Francisco area.

Job Qualifications:

  • Bachelor's degree in business management, administration, or related field and a minimum of 5 years professional solutions-based outside sales experience in fast-paced, multifaceted attorney services and/or legal environment or equivalent combination of education and experience
  • Successful track record in developing and executing strategic business development action plans within a prescribed territory and generating SARG (same account revenue growth) from existing client base by leveraging cross-selling opportunities and other best practices
  • Qualifying New Business - Identifying and initiating contact with all decision-makers, securing initial client visits with all qualified prospects
  • Securing New Business – Converting prospects into new clients and growing additional business with existing clients
  • Champion for exceptional customer service in providing business solutions to anticipate and meet client base needs
  • A commitment to excellence and to making a difference; results-driven, improvement focused, and action-oriented self-starter who can handle various responsibilities simultaneously and proactively and continually look for a better way of doing things
  • Ability to travel within prescribed territory and represent First Legal at social networking events

Job Duties:

(* Denotes an "Essential function")

  • Securing new and building upon existing Attorney and Law Firm clients to provide Deposition Support services
  • Offer and conduct Attorney continuing Legal Education opportunities
  • Identifying viable client prospects from various sources, including directories, contact lists, databases, leads, internet resources, and personal networking
  • Maintain all account and client detail information accurately in our Customer Relationship Management System (CRM), including solid account management habits, opportunity identification, and forecasting
  • Recognizing and expanding on market conditions and discovery phase of litigation
  • Attend industry-related functions to explore networking opportunities and gain enhanced product knowledge
  • Maintain high-level confidentiality with regards to all internal, external matters and other material as deemed necessary
  • Meet or exceed established sales goals and objectives as prescribed by EVP of Sales and Regional Manager
  • Prepare weekly/monthly/quarterly reports as directed by EVP of Sales and Regional Manager
  • Valid Driver's license and clean driving record (3 points or less)
  • Valid Auto Insurance - checked quarterly

Schedule/Location:

  • Hours: Monday-Friday 8:30am-5:00pm
  • Remote - San Francisco, Oakland or Los Angeles (required to be out in the field 2-3x a week)
  • Salary + Commission + Bonuses - Based on experience
  • Benefits Offered:Remote work opportunitiesMedical, Dental, and Vision coveragePaid Time Off (PTO)And much more!
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Account Executive • Oakland, Oakland, CA, US

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