Strategic Account Executive growing Clio’s legal AI platform through customer upselling and cross - selling. Advising law firms, managing complex sales cycles, and closing technology deals.
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Account Executive, Velocity Customer Sales
Posted 8 hours ago
About the role
- Account Executive driving upsell and cross-sell growth for Clio’s legal AI and software ecosystem. Advising existing customers through demos, negotiation, forecasting, and deal closure.
Responsibilities
- Upsell and cross-sell Clio’s full suite of solutions
- Convert qualified opportunities using telephone, email and product demonstrations
- Use Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
- Monitor key metrics, including qualified leads and conversion rates at various funnel stages through paid accounts
- Collaborate with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers to provide customer solutions
- Forecast, negotiate, and close deals
- Develop business cases for customers
- Hunt and prospect into existing customer accounts
- Serve as a strategic advisor to existing customers, guiding them toward greater efficiency and elevated client service
- Uncover customer needs and deliver tailored solutions across Clio’s core platforms and Clio Duo AI offering
Requirements
- 3 years of sales experience, including closing deals
- 1 year of experience working in SaaS or other technology companies
- Knowledge and passion for technology and cloud-based products
- Previous experience running demos
- A competitive mindset
- Cold calling skills
- A coachable nature
- Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
- Demonstrate a keen interest in improving your craft by using AI
Benefits
- Competitive, equitable salary
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Hybrid work environment
- Flexible time off policy, with an encouraged 20 days off per year
- $2000 annual counseling benefit
- RRSP matching
- RESP contribution
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
- Uncapped commissions for Sales roles
- Accessibility accommodations during the recruitment process
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