Senior Account Executive

🕒 April 1

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $130k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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Actionstep

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🤝 B2B

💰 Venture Round on 2020-09

SaaS • B2B • Legal Services

Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.

📋 Description

• Meeting and exceeding individual monthly and annual targets with the view to build the Actionstep customer login numbers, generate revenue and contribute to total business KPI’s. • Prospecting and developing relationships in key customer groups and regions, to generate sales opportunities and grow the customer base. • Reviewing and qualifying all inbound leads in line with Actionstep qualification criteria and across a variety of channels. • Effectively nurture and leverage business from new and established customer relationships, associations, and network groups. • Effectively manage customers through the Actionstep sales process ensuring adoption as required. • Leading effective Actionstep demonstrations ensuring clear and concise communication. • Actively leverage Actionstep sales tools, systems and process (ie hubspot, LinkedIN Navigator) to identify, record/track, connect and qualify potential customers. • Proactively research and perform outbound based activities for key customer group with the goal of generating new customer leads. • Working collaboratively with Marketing, Product and in-region Customer Growth team members to bring market insights and marketing ideas to assist in the execution of a sales strategy. • Proactively seeking out networking opportunities, participation in industry events, webinars, and user groups to develop personal and Actionstep profile and interest in the market. • Championing and advocating the Actionstep legal practice management platform and value proposition within region. • Activity contributing to the effective delivery of Marketing campaigns and activities (i.e events/webinars etc..). • Actively contributing to continuous improvement activities that enhance and support the effective evolution of the Actionstep sales process and methodology. • Recording and maintaining a regular and accurate sales pipeline through tracking relevant metrics and notes within Actionstep’s CRM (Hubspot). • Complying with all monthly, quarterly, and ad-hoc reporting requests, as and when requested. • Escalating all financial discrepancies, risks, and customer challenges (i.e. potential credits) to Regional Vice President. • Building and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always. • Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner. • Actively looking to build own career through delivery of self and assisted professional development initiatives. • Being a thought leader both within Actionstep but also in the wider industry. • Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required. • Proactively in identifying and participating in the continuous improvement of processes and procedures within the Relevant Team department. • Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.

🎯 Requirements

• 5+ years of relevant sales experience. • Exposure and knowledge of the legal industry. • Experience presenting and leading product demonstrations. • Experience working in a SaaS technology environment. • Achievement of or working towards a relevant sales methodology certification. • Experience coaching and mentoring others on all things sales.

🏖️ Benefits

• Robust medical, dental, vision offerings • 401K with company match • Flexible working and PTO • Take your birthday off • Frequent team building events • Fantastic training and development opportunities