- Uncover new business opportunities through prospecting skills and relationships with law firms in the assigned territory
- Convert qualified opportunities using phone, email, and product demonstrations
- Use Salesforce to manage all sales activities
- Accurately forecast the monthly sales pipeline weekly
- Own the territory and manage the sales cycle for inbound and outbound opportunities
- Collaborate with qualifying teams on chance generation within the territory
- Conduct discovery calls and product demonstrations to recommend suitable product solutions
- Collaborate with cross-functional teams to ensure customer expectations are met
- Stay up to date with industry trends and adapt sales strategy to position Clio effectively
Requirements
- Minimum of 3 years of sales experience, including closing deals
- Minimum of 1 year of SaaS, full-cycle sales experience preferred
- Track record of success developing and managing both an inbound and outbound pipeline effectively
- Experience preparing and taking the lead on product demonstrations
- Strong communication, organizational, and presentation skills
- Ability to sell and negotiate at all decision-making levels
- Self-motivated, creative, organized, and process-oriented
- Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav, or similar is a plus
- Keen interest in improving your craft by using AI
Core Competencies
Demonstrates expertise in full-cycle sales, including prospecting, product demonstrations, and managing sales pipelines. Proficient in utilizing Salesforce and adapting sales strategies based on industry trends.