Account Executive - Client Engagement

New
Fully remote, anywhere in the U.S., U.S. Eastern Time business hoursFull-TimeMiddle
Salary$75,000 to $80,000 base salary, paid weekly. Monthly commission on your consultation-to-client close rate, paid by the 15th of the following month. At a 55% close rate, year-one earnings run about $100,000 to $105,000. At 70%, about $135,000 to $140,000.
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Job Details

Required Skills
SalesforceCRM

Requirements

  • Have a proven consultative sales record, owning deals from discovery to close, with a close rate you can speak to.
  • Have high-empathy selling experience in consulting, professional services, admissions, financial services, healthcare, or legal.
  • Be comfortable discussing a $5,000 to $15,000 commitment directly and respectfully.
  • Have experience handling a steady flow of inbound leads.
  • Maintain CRM discipline, including same-day notes and follow-ups.
  • Be able to learn family law basics, such as case types and what drives cost, without crossing into legal advice.
  • Be comfortable on the phone and Zoom, and trusted with confidential information.
  • Meet the expected consultation-to-client close rate of 55% or higher; the minimum is 45% during the first 45 days of training, then 50% each month.
  • Preferred: sales or intake experience at a law firm, experience selling alongside attorneys or other experts, and familiarity with Lawmatics or Clio.

Responsibilities

  • Run paid consultations and lead discovery into each person's situation, goals, urgency, concerns, and readiness to move forward.
  • Explain the firm's process, services, and fees in plain English, and route legal questions to an attorney.
  • Recommend an appropriate retainer based on case complexity and firm pricing.
  • Handle objections about cost, timing, trust, and competing firms with questions rather than pressure.
  • Ask for the engagement and guide new clients through the engagement agreement and retainer payment.
  • Own each consultation through hiring, declining, or closeout, and set follow-up steps and dates.
  • Work lead follow-up and take intake calls when not in consultations.
  • Log consultations, outcomes, and next steps in Lawmatics the same day, and review recorded consultations.
  • Hand retained clients to the legal team in Clio and flag junk or out-of-scope leads to intake and marketing.
  • Help refine consultation scripts, objection handling, and training with firm leadership.
View Full Description & ApplyYou'll be redirected to the employer's site
$75,000 to $80,000 base salary, paid weekly. Monthly commission on your consultation-to-client close rate, paid by the 15th of the following month. At a 55% close rate, year-one earnings run about $100,000 to $105,000. At 70%, about $135,000 to $140,000.
Apply Now