- Uncover current business opportunities through prospecting 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
- Forecast the monthly sales pipeline weekly
- Own and manage the sales cycle for inbound and outbound opportunities
- Collaborate with qualifying teams on opportunity generation
- Conduct discovery calls and product demonstrations
- Recommend product solutions that fit client needs
- Collaborate with cross-functional teams to meet customer expectations
- Stay current with industry trends and adapt sales strategy to position Clio effectively
Requirements
- Legal-tech industry experience or a legal background
- Minimum of 3 years of sales experience, including closing deals
- Minimum of 1 year of SaaS, full-cycle sales experience
- Track record of success developing and managing both inbound and outbound pipelines
- Experience preparing and leading 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 Salesforce, Salesloft, ZoomInfo, SalesNav, or similar is a plus
- Keen interest in improving your craft by using AI
- Experience in the legal industry is preferred
- Experience selling into highly regulated industries is preferred
- Experience in a hyper-growth workplace is preferred
Core Competencies
Demonstrates expertise in full-cycle sales within the legal-tech industry, leveraging strong communication and presentation skills to effectively manage inbound and outbound sales opportunities. Proficient in using Salesforce and adapting sales strategies to meet customer needs in a highly regulated environment.