Mid-Market Account Executive

First Legal

. Secure new and build upon existing Attorney and Law Firm clients for subpoena-based records retrieval services .

Posted 11/4/2026full-timeRemote • 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 and account management within the legal services sector, focusing on client acquisition, relationship building, and strategic sales growth. Proven ability to leverage cross-selling opportunities and maintain high levels of customer service while achieving sales targets.

Highest-signal resume keywords

Solutions-Based Outside Sales ExperienceStrategic Business Development Action PlansClient Relationship ManagementCross-Selling TechniquesCustomer Service Champion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Goal AchievementAccount ManagementOpportunity IdentificationForecastingClient ProspectingReport PreparationSARG GenerationDecision-Maker EngagementClient ConversionBusiness Solutions Development

Soft Skills

Results-DrivenImprovement-FocusedAction-OrientedProactive Problem SolvingNetworking

Tools & Technologies

Customer Relationship Management System (CRM)

Industry Keywords

Attorney ServicesLegal EnvironmentConfidentialityMarket ConditionsLitigation DiscoveryClient Base NeedsSales ObjectivesField Work

About the role

Key responsibilities & impact

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 from directories, contact lists, databases, leads, internet resources, and personal networking
Maintain accurate account and client detail information in the Customer Relationship Management System (CRM)
Practice solid 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 enhanced product knowledge
Maintain high-level confidentiality concerning internal and external matters
Meet or exceed sales goals and objectives set by the EVP of Sales and Regional Manager
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
Grow an existing book of business through cross-selling techniques and maintain client relationships at key accounts

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
Experience identifying and initiating contact with decision-makers and securing initial client visits with qualified prospects
Experience converting prospects into new clients and growing additional business with existing clients
Champion for exceptional customer service in providing business solutions to anticipate and meet client base needs
Results-driven, improvement-focused, and action-oriented self-starter able to oversee various responsibilities simultaneously
Ability to proactively and continually look for a better way of doing things
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

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
Commission/bonuses
Much more!