Account Executive - Small Business ›

Filevine; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Maternity/Paternity Leave

Disability Insurance

Leadership mentorship

Company swag

Job summary

Filevine, a Legal AI company, is hiring an Account Executive to manage an end-to-end sales pipeline for legal software solutions. The role requires prospecting, presenting value propositions, and guiding clients through evaluation and purchase processes.

You will forecast performance and maintain an active CRM workflow. The position is based in a hybrid office model across New York, San Francisco, Chicago, Salt Lake City, or New York, with in-office requirements as specified.

Qualifications

• 1–3 years experience in enterprise software sales.
• Proven track record of achieving quota.
• Experience in lead qualification and pipeline management.
• Strong written and verbal communication and presentation skills.

Responsibilities

• Sell Filevine to clients seeking legal case management solutions.
• Demonstrate value props and tailor messaging for prospects.
• Guide prospects through evaluation and purchasing processes to meet timelines.
• Accurately forecast quarterly and annual performance.
• Manage pipeline in a CRM and collaborate with SDRs to build territory.

Skills

Enterprise software sales

Quota attainment

Lead qualification

Pipeline management

Time management

Communication skills

Presentation skills

CRM proficiency

Tools

CRM tools

Job description

Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.

Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

The Account Executive role will be a quota-carrying, territory-based individual contributor sales role, working with prospects who are evaluating Legal AI software. Strong ability to work an end-to-end pipeline, guide prospective clients through their evaluation process, and close as much business as possible.

Responsibilities:

• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical.
• Demonstrate ability to earn business by conveying the value props of Filevine
• Share new insight that helps prospects properly evaluate different solutions
• Prepare and tailor messaging for prospective clients
• Help guide prospective clients through the purchasing process to meet agreed-upon timelines.
• Accurately forecast your quarterly and annual performance
• Be proficient in using a CRM to manage your pipeline.
• Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep
• Develop sales strategies to increase client pipeline
• Consistently meet/exceed sales quotas within a specified time frame
• Partner with SDRs to effectively build a territory and identify qualified opportunities
• Report on activity and performance metrics
• Provide quarterly forecasts to senior sales management for various

Qualifications:

• 1-3 years experience in enterprise software sales
• Consistent, demonstrable record of achieving quota
• Desire to join an upstart company, working hard and doing great things
• Strong track record of managing daily, weekly, monthly and quarterly objectives
• Experience in lead qualification, advanced outbound prospecting, managing a pipeline, sales processes, and overcoming objections
• Solid written and verbal communication, organizational and time management skills
• Excellent presentation and listening skills

In addition to the qualifications listed above, we expect that our team members have the following:

• Proven ability to maintain focus, productivity, and composure in high-stress, fast-paced in-person environments.
• Must be able to work in office 5 days a week in our Sugarhouse, UT location
• Highly adaptable to working in open-office layouts while staying focused and respectful of colleagues.
• Skilled at handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.

Work Location Expectation:This position is based out of our San Francisco, Chicago, Salt Lake City or New York offices. Candidates residing in or near these metro areas are expected to work on a hybrid (2-3 days in-office/week) or fully onsite basis.

Cool Company Benefits:

- A dynamic, rapidly growing company, focused on helping organizations thrive

- Medical, Dental, & Vision Insurance (for full-time employees)

- Maternity & paternity leave (for full-time employees)

- Short & long-term disability

- Opportunity to learn from a dedicated leadership team

- Top-of-the-line company swag

Privacy Policy Notice

Filevine will handle your personal information according to what’s outlined in our Privacy Policy .

Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using " filevine.com ". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at [e-mail]