Senior Account Executive-Legal Services

Meritas Advisory Group, LLC; New York (NY); Remote; USD 180,000 - 220,000; Full time

Job summary

Meritas Advisory Group, LLC seeks a virtual Senior Account Executive to drive sales of court reporting and deposition services. The role focuses on law firms, building a robust book of business, and achieving high sales performance through strategic outreach and client education.

The candidate will generate leads, manage referrals, present solutions, and negotiate contracts while maintaining strong client relationships.

Qualifications

• 2+ years experience selling court reporting services to law firms
• Demonstrated success in sales, negotiation, communication and problem-solving in a fast-paced environment
• Provides leadership towards profitability and growth of sales territory
• Establishes plans to expand the customer base and contribute to training programs for clients
• Strong rolodex with law firms in your territory

Responsibilities

• Generate/qualify leads and grow current book of business organically
• Source and develop client referrals
• Develop and maintain a customer database
• Maintain sales and promotional materials and plan direct marketing activities
• Manage cases and coordinate with customer service; report progress and make improvement recommendations
• Perform quality checks on product and service delivery
• Analyze competing firms for market pricing, products and services
• Attend educational events, trade shows and networking events
• Develop and present sales proposals and contracts; conduct product training
• Maintain sales activity records and prepare sales reports
• Respond to sales inquiries and ensure customer satisfaction

Skills

Sales

Negotiation

Leadership

Strategic planning

Networking

Communication

Education

Bachelor's degree

Job description

Our client is seeking virtual based Senior Account Executive to sell court reporting and deposition services

Requirements:

• 2+ years experience with selling Court Reporting services to law firms
• Demonstrated success in sales, negotiation, communication and problem-solving skills in a fast-paced business environment is desired.
• Provides leadership towards the achievement of maximum profitability and growth of sales territory in line with company vision and values.
• Establishes plans and strategies to expand the customer base in the marketing area and contributes to the development of training and educational programs for clients.
• Must have strong rolodex with the law firms within your territory.
• Bachelors degree

Main Job Tasks and Responsibilities

• Generate/qualify leads, as well as, grow current book of business organically
• Source and develop client referrals
• Develop and maintain a customer database
• Maintain sales & promotional materials. Plan & conduct direct marketing activities
• Manage cases while working closely with customer service, report progress, and make recommendations to increase client satisfaction
• Perform quality checks on product and service delivery
• Analyze competing firms to be aware of market pricing, products, and services
• Attend educational events, trade shows and networking events
• Develop and make presentations of company products and services to current and potential clients
• Negotiate with clients & develop sales proposals
• Present sales contracts & conduct product training
• Maintain sales activity records and prepare sales reports
• Respond to sales inquiries and concerns by phone, electronically or in person
• Ensure customer service satisfaction and good client relationships
• Follow up on sales activities
• OTE $200,000 +++