Regional Account Executive

Summary

Join Trellis, a legal research and analytics company using AI, as a highly driven Account Executive. You will manage key accounts in the Private Sector Legal Vertical, focusing on outbound prospecting, data input into HubSpot, and managing the sales process from prospecting to closing. This role requires strong communication skills and proven success in meeting sales goals. You will conduct sales demos, build relationships with mid-law/large law firm contacts, and act as a Trellis brand ambassador. The ideal candidate has 3-5 years of new business account executive experience and a proven track record of exceeding sales goals. Trellis offers a variety of benefits, including medical, dental, and vision insurance, remote work options, 401k matching, and a flexible vacation policy.

Requirements

• Have at least 3-5 years of sales experience as a new business account executive at a strategic or senior 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 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 mid-law/large law firm contacts
• Conduct sales demos
• Manage the sales process to closed/won
• Manage sales cycles from prospecting to closing
• Proactively call potential customers and build relationships
• Be a Trellis ambassador by embodying the philosophy and tone of our brand internally and externally
• Constantly listen to our customers’ needs to help leads become customers, and customers become champions

Preferred Qualifications

• Have 1-2 years of legal tech or legal services sales
• 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