Account Executive

Summary

Join Trellis, a legal research and analytics company using AI, as a highly driven Account Executive. You will be responsible for following up with leads, managing key accounts (Insurance Carriers), inputting data into HubSpot, and conducting sales demos. The role involves direct communication with law departments and managing sales cycles from prospecting to closing. You will be a Trellis ambassador, embodying the brand's philosophy. This position requires 3-5 years of sales experience at a strategic level and strong communication skills.

Requirements

• Have at least 3-5 years of sales experience as a new business account executive at a strategic, senior, or enterprise level
• Have strong communication skills and feel comfortable when you approach people via email, phone and face-to-face
• Have experience following a sales methodology with practical application to the discovery process
• Have a proven track record of success meeting and exceeding sales goals
• Be able to move quickly, identify next steps, propose solutions, and stay organized

Responsibilities

• Follow up with customers and prospective customers including marketing and website generated leads
• Own inputting data into our CRM (Hubspot) and organizing customer/ deal flow data on a daily basis
• Communicate directly with law departments, general counsel, risk departments, etc., conducting sales demos, and managing the sales process to closed/won
• Manage sales cycles from prospecting to closing and proactively call potential customers and build relationships
• Be a Trellis ambassador by embodying the philosophy and tone of our brand internally and externally and constantly listen to our customers’ needs to help leads become customers, and customers become champions

Preferred Qualifications

• Have exposure to the insurance space working with carriers or insurance technology companies
• Have exposure to legal practice, law firms or lawyers (for example, through an internship/ interest in law/ judicial system)
• Have exposure and familiarity with customer relationship management software: Hubspot
• Have experience working in a B2B environment with technical/ SaaS/ law solutions

Benefits

• Medical, dental, and vision insurance
• Work from anywhere
• 401k + company matching
• Flexible vacation policy