Account Executive – Legal Fintech

Disbo; Colombia; Remote; COP 36,243,000 - 45,304,000; Full time

Job summary

Disbo, a remote-friendly fintech, seeks an Account Executive to own the full sales cycle, build relationships with law firm decision-makers, and deliver product demonstrations that close new business.

You will prospect using calls, emails, LinkedIn, referrals, and demos, manage opportunities in HubSpot, articulate pricing, and drive ongoing client engagement to maximize platform value.

Qualifications

• 2+ years in B2B or SaaS sales.
• Experience guiding sales from outreach to close.
• Proven outbound prospecting and demos.
• Strong discovery, negotiation, and closing skills.
• Excellent verbal and written communication.
• Confident communicating with business owners, executives, attorneys, and senior decision-makers.
• Strong organization and consistent follow-up habits.
• Experience using HubSpot or another CRM.

Responsibilities

• Manage the full sales cycle from prospecting through demo, follow-up, negotiation, and close.
• Conduct outbound prospecting through phone, email, LinkedIn, referrals, and other channels.
• Respond to and qualify inbound leads.
• Conduct discovery calls to understand prospect needs, pain points, workflows, and decision-making criteria.
• Deliver live product demonstrations over Zoom and in person when appropriate.
• Clearly explain Disbo’s platform, workflows, features, and business value.
• Build relationships with law firm owners, attorneys, executives, administrators, and other key decision-makers.
• Handle objections and guide prospects through the decision-making process.
• Communicate pricing, proposals, and next steps.
• Maintain consistent and professional follow-up throughout the sales process.
• Manage opportunities, activities, notes, follow-up dates, and next steps in HubSpot.
• Maintain an accurate and healthy sales pipeline.
• Work toward assigned sales and revenue goals.
• Maintain relationships with clients after closing and remain involved throughout the client lifecycle.
• Follow up with newly closed clients to ensure they are actively using Disbo and receiving value from the platform.
• Help clients successfully transition from the sales process into onboarding and implementation.
• Monitor client engagement and proactively reconnect with clients whose usage decreases.
• Encourage continued platform usage, repeat disbursements, and adoption of relevant Disbo workflows.
• Identify reasons for low engagement or inactivity and coordinate with Client Success, Implementation, and Operations to address concerns or blockers.
• Support clients with additional training, product education, or follow-up when appropriate.
• Identify opportunities for account expansion, referrals, or increased platform adoption.
• Maintain accurate post-sale notes, follow-ups, and account activity in HubSpot.
• Work closely with Client Success and Operations to help improve retention and the overall client experience.

Skills

B2B sales

SaaS sales

Outbound prospecting

Product demos

Discovery

Negotiation

Closing

HubSpot

Client relationships

Communication

Organization

Fast-paced

Tools

HubSpot CRM

Job description

About Disbo

Disbo is a legal fintech platform helping law firms streamline disbursements, financial workflows, and client-related payment processes.

We are looking for a confident and results-driven Account Executive to manage the full sales cycle, build relationships with prospective clients, conduct product demonstrations, close new business, and continue supporting client engagement after the sale.

This role is ideal for someone who is comfortable speaking with law firm owners, attorneys, executives, and other decision-makers and who understands that successful sales includes not only closing new clients, but also helping those clients continue using and getting value from the platform.

Company: Disbo, Inc.

Location: Remote

Employment Type: Full-Time

Compensation: $8-$10

About Disbo

Disbo is a legal fintech platform helping law firms streamline disbursements, financial workflows, and client-related payment processes.

We are looking for a confident and results-driven Account Executive to manage the full sales cycle, build relationships with prospective clients, conduct product demonstrations, close new business, and continue supporting client engagement after the sale.

This role is ideal for someone who is comfortable speaking with law firm owners, attorneys, executives, and other decision-makers and who understands that successful sales includes not only closing new clients, but also helping those clients continue using and getting value from the platform.

What You’ll Do

• Manage the full sales cycle from prospecting and discovery through demo, follow-up, negotiation, and close.
• Conduct outbound prospecting through phone, email, LinkedIn, referrals, and other channels.
• Respond to and qualify inbound leads.
• Conduct discovery calls to understand prospect needs, pain points, workflows, and decision‑making criteria.
• Deliver live product demonstrations over Zoom and in person when appropriate.
• Clearly explain Disbo’s platform, workflows, features, and business value.
• Build relationships with law firm owners, attorneys, executives, administrators, and other key decision‑makers.
• Handle objections and guide prospects through the decision‑making process.
• Communicate pricing, proposals, and next steps.
• Maintain consistent and professional follow‑up throughout the sales process.
• Manage opportunities, activities, notes, follow‑up dates, and next steps in HubSpot.
• Maintain an accurate and healthy sales pipeline.
• Work toward assigned sales and revenue goals.

Client Engagement & Account Growth

The Account Executive is expected to remain involved with clients after the sale and help support long‑term engagement and retention.

Responsibilities include:

• Maintain relationships with clients after closing and remain involved throughout the client lifecycle.
• Follow up with newly closed clients to ensure they are actively using Disbo and receiving value from the platform.
• Help clients successfully transition from the sales process into onboarding and implementation.
• Monitor client engagement and proactively reconnect with clients whose usage decreases.
• Encourage continued platform usage, repeat disbursements, and adoption of relevant Disbo workflows.
• Identify reasons for low engagement or inactivity and coordinate with Client Success, Implementation, and Operations to address concerns or blockers.
• Support clients with additional training, product education, or follow‑up when appropriate.
• Identify opportunities for account expansion, additional use cases, referrals, or increased platform adoption.
• Maintain accurate post‑sale notes, follow‑ups, and account activity in HubSpot.
• Work closely with Client Success and Operations to help improve retention and the overall client experience.

Qualifications

• 2+ years of experience in B2B sales, SaaS sales, software sales, fintech, business development, or a similar client‑facing sales role.
• Experience managing a sales process from initial outreach through close.
• Strong outbound prospecting skills.
• Experience conducting software demonstrations or client presentations.
• Strong discovery, objection‑handling, negotiation, and closing skills.
• Excellent verbal and written communication.
• Confident communicating with business owners, executives, attorneys, and senior decision‑makers.
• Strong organization and consistent follow‑up habits.
• Comfortable managing multiple active opportunities and client relationships at the same time.
• Experience using HubSpot or another CRM.
• Proactive, accountable, and comfortable working in a fast‑paced environment.
• Comfortable maintaining relationships with clients after the initial sale.

Preferred Experience

• SaaS or software sales.
• Fintech, payments, legal technology, or legal‑services sales.
• Experience selling to law firms or professional‑services businesses.
• Experience working with U.S.-based clients.
• Experience managing both new business and existing client relationships.
• Experience with HubSpot.
• Experience working in a startup or high‑growth environment.

What Success Looks Like

Success in this role means consistently generating and progressing qualified opportunities, conducting effective product demos, maintaining disciplined follow‑up, and closing new clients.

• Success also means maintaining strong relationships after the sale, helping clients remain engaged with Disbo, encouraging continued platform usage, supporting retention, identifying growth opportunities, and working closely with internal teams to ensure clients continue receiving value from the platform.