Job description

SUMMARY The Account Executive is responsible for supporting the new client and overall revenue growth of the organization in alignment with the company’s ongoing sales strategies and methods. Account Executives collaborate with local Inside Sales Representatives, Operations personnel and Management. Our clients and influencers are: litigation attorneys, paralegals, legal secretaries, corporate general counsel and insurance companies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. B2B direct sales and telephone-based sales activities including pure prospecting, lead follow-up, client cross-selling and client maintenance. Building new business opportunities to grow revenue and increase unique client utilization thru in-person: prospecting, individual and group meetings, service/product demonstrations, association networking, channel partners, prospecting events, outbound calling activities, email communication and social media networking. Qualify prospects and leads to build opportunities in the sales cycle. Drive sales activity to achieve monthly and quarterly revenue and new client sales targets. Heavy in person sales activities and calling activity, targeting new clients and service cross-selling targets. Identify and qualify new prospects and business opportunities. Leverage client referrals, associations and networking to build sales pipeline. Identify new lead sources both outbound and inbound. Update and Manage Commence CRM tool for all assigned accounts. Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets. Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics. Compile weekly sales reports and performance metrics as needed. Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation. Manage and grow pipeline as well as forecast accurately to sales management, with an emphasis on overall territory revenue growth, new client acquisition and successful cross-selling, all of which will be key to success in this role. Communicate and collaborate effectively with other members of the organization at all levels. Compliance with all company policies. Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records. Other duties as assigned. COMPETENCIES, SKILLS AND ABILITIES Lexitas expects employees to model and conduct themselves according to the Lexitas Core Values. Employees are expected to deliver Service Excellence with a spirit of Positivity and Integrity. We embrace Innovation and an Entrepreneurial mindset to keep improving, while always treating others with Respect. We thrive on Teamwork, while celebrating Diversity and the unique strengths each person brings. These values shape our culture and fuel our commitment to exceptional service. Specific experience selling court reporting, legal videography and legal records retrieval services is highly desirable. WebEx or virtual sales presentation skills preferred. Strong computer experience and time management skills are required. Working knowledge of CRM systems is required. Solid knowledge and experience with MS office, Outlook, Excel, PowerPoint and web-based demonstration tools is required. EDUCATION / EXPERIENCE Bachelor’s degree in Business, Marketing, or similar field Six or more years of advanced experience in a Senior/Experienced sales role Experience working in a multi-function, multi-geography environment preferred SUPERVISORY RESPONSIBILITIES The Account Executive has no supervisory responsibilities. LANGUAGE SKILLS Ability to effectively present information and respond to questions from internal and external customers whose first language is English. CERTIFICATES, LICENSES, REGISTRATIONS None PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. TRAVEL REQUIREMENTS This position requires frequent travel. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice. AAP/EEO STATEMENT Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled If you require reasonable accommodation in the application process, please contact Human Resources at HRDept@lexitaslegal.com for assistance. All other applications must be submitted online.

Requirements

Must-haves

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
B2B direct sales and telephone-based sales activities including pure prospecting, lead follow-up, client cross-selling and client maintenance.
Qualify prospects and leads to build opportunities in the sales cycle.
Drive sales activity to achieve monthly and quarterly revenue and new client sales targets.
Heavy in person sales activities and calling activity, targeting new clients and service cross-selling targets.
Identify and qualify new prospects and business opportunities.
Leverage client referrals, associations and networking to build sales pipeline.
Identify new lead sources both outbound and inbound.
Update and Manage Commence CRM tool for all assigned accounts.
Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets.
Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics.
Compile weekly sales reports and performance metrics as needed.
Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation.
Communicate and collaborate effectively with other members of the organization at all levels.
Compliance with all company policies.
Other duties as assigned.
Specific experience selling court reporting, legal videography and legal records retrieval services is highly desirable.
Strong computer experience and time management skills are required.
Working knowledge of CRM systems is required.
Solid knowledge and experience with MS office, Outlook, Excel, PowerPoint and web-based demonstration tools is required.
Bachelor’s degree in Business, Marketing, or similar field
Six or more years of advanced experience in a Senior/Experienced sales role

Nice-to-haves

WebEx or virtual sales presentation skills preferred.
Experience working in a multi-function, multi-geography environment preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium