Mid-Market Account Executive

First Legal

. Develop new business development opportunities for Attorney Services offerings .

Posted 9/29/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $85,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development within the attorney services sector, focusing on client acquisition, relationship management, and strategic sales initiatives. Proven ability to leverage cross-selling opportunities and maintain accurate client records to drive revenue growth.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementSales Strategy ExecutionCross-Selling OpportunitiesCRM Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solutions-Based SalesAccount ManagementOpportunity IdentificationSales ForecastingLegal Education OfferingsMarket Condition AnalysisSubpoena-Based Records RetrievalClient ProspectingSales ReportingDecision-Maker Engagement

Soft Skills

Customer ServiceResults-DrivenSelf-StarterAction-OrientedImprovement-Focused

Tools & Technologies

CRM Software

Industry Keywords

Attorney ServicesLegal EnvironmentSARGNetworkingConfidentialitySales GoalsAccount Development CycleClient Base NeedsFast-Paced EnvironmentMultifaceted Responsibilities

About the role

Key responsibilities & impact

Develop new business development opportunities for Attorney Services offerings
Pursue new clients and grow an existing book of business through cross-selling
Maintain client relationships at key accounts within the prescribed account development cycle
Secure new and build upon existing Attorney and Law Firm clients for subpoena-based records retrieval services
Offer and conduct Attorney continuing Legal Education opportunities
Identify viable client prospects through directories, contact lists, databases, leads, internet resources, and personal networking
Maintain accurate account and client details in the CRM, including account management, opportunity identification, and forecasting
Recognize and expand on market conditions and the discovery phase of litigation
Attend industry-related functions for networking and product knowledge
Maintain confidentiality concerning internal and external matters
Meet or exceed sales goals and objectives
Prepare weekly, monthly, and quarterly reports as directed by the EVP of Sales and Regional Manager
Interact with local Account Managers and Regional Managers within each sector

Requirements

What you’ll need

High School diploma or GED required
A minimum of 5 years of professional solutions-based outside sales experience in a fast-paced, multifaceted attorney service or legal environment or equivalent combination of education and experience required
Successful track record in developing and executing strategic business development action plans within a prescribed territory
Experience generating SARG (same account revenue growth) from existing client base by leveraging cross-selling opportunities and other best practices
Ability to identify and initiate contact with all decision-makers and secure initial client visits with qualified prospects
Ability to convert prospects into new clients and grow additional business with existing clients
Commitment to exceptional customer service and anticipating and meeting client base needs
Results-driven, improvement-focused, and action-oriented self-starter able to oversee various responsibilities simultaneously
Ability to work Monday-Friday, 8:00 am - 5:00 pm
Required to be in the field at least 2-3 times weekly

Benefits

Comp & perks

Commission/bonuses
Remote work opportunities
Medical, Dental, and Vision coverage
Flexible Time Off (FTO) for Exempt Employees
Internet Stipend for remote workers
401(k) with company matching