Account Executive/Sales Director – Financial Legal Platform

Three Pillars

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Job Description: Account Executive

Responsibilities

● Act as the first sales hire for the company, executing full cycle sales and assisting CEO in executing go to market strategy, ensuring that the company meets its revenue goals

● Proactively identify and pursue new client relationships, working to build a strong sales pipeline.

● Lead sales engagements by understanding prospect needs, challenges, and goals, offering solutions that align with the company’s value proposition.

● Strategically map accounts and engage with key decision-makers to drive sales across multiple stakeholders.

● Effectively communicate the company’s offerings, ensuring the value is clearly articulated in alignment with client objectives.

● Consistently meet or exceed monthly/quarterly sales quotas, pipeline growth, and activity metrics.

● Collaborate effectively with internal teams, including marketing, product, and customer success to ensure the seamless delivery of solutions.● Develop accurate proposals and contracts that reflect both the client’s needs and the capability of the company..

● Stay informed of industry trends, emerging technologies, and competitive landscapes to position the company as a leader and trusted advisor.

● Maintain comprehensive and up-to-date records of all customer interactions, including use cases, deal stages, timelines and next steps using Hubspot.

● Work closely with delivery teams to ensure a smooth transition post-sale and high client satisfaction within your accounts.

● Collaborate with customer success teams to ensure seamless implementation and high client satisfaction, fostering long-term partnerships and reducing churn.

● Represent the company at industry conferences and networking events to expand market presence and deepen industry knowledge.

● Contribute to the refinement of sales processes, tools, and methodologies to enhance efficiency and effectiveness in client acquisition.

● Manage your pipeline and performance with a data-driven approach, leveraging key metrics to guide decision-making and optimize results.

Required Experience/Skills:

● 5+ years of proven success in B2B sales, preferably with experience in <industry>.

● Experience engaging with senior decision makers, with a strong ability to build rapport and trust.

● Successful experience selling to public companies

● Experience managing and closing solution-based sales cycles, employing solution-selling techniques.

● Consistent track record of meeting or exceeding sales quotas.

● Strong interpersonal, verbal, and written communication skills, with the ability to present complex solutions effectively.

● Experience using CRM tools like Hubspot or equivalent to management sales pipelines and reporting.

● Willingness to travel up to 50% to meet with clients and attend industry events.

● Preferred experience selling to law firms and/or Chief Legal Officer, General Counsel, etc.

Job- 2891636

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