Remote Legal Fintech Account Executive — Full‑Cycle Growth

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

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.