Filevine · 1 day ago
Mid- Market Account Executive, Lead Docket
Filevine is forging the future of legal work with cloud-based workflow tools, and they are seeking a Mid-Market Account Executive to drive sales of their Lead Docket product. The role involves managing a sales pipeline, guiding prospects through the evaluation process, and consistently meeting sales quotas.
Artificial Intelligence (AI)Document ManagementLegal TechProject ManagementSaaSSoftware
Responsibilities
Sell Lead Docket to clients seeking lead management solutions, particularly in the legal vertical
Sell and demonstrate Filevine’s product Lead Docket
Demonstrate ability to earn business by conveying the value props of Lead Docket
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 performance metrics
Qualification
Required
2-3+ years experience in 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
Proficiency in Salesforce.com or similar CRM
In office position
Benefits
Medical, Dental, & Vision Insurance (for full-time employees)
Competitive & Fair Pay
Maternity & paternity leave (for full-time employees)
Short & long-term disability
Opportunity to learn from a dedicated leadership team
Centrally located open office building in Sugar House
Top-of-the-line company swag
Company
Filevine
Filevine provides a legal operating platform integrating AI for case, document, and lead management.
Funding
Current Stage
Late StageTotal Funding
$636.08MKey Investors
Insight PartnersStepStone GroupSignal Peak Ventures
2025-09-23Series E· $260M
2024-06-01Series Unknown· $150M
2022-04-14Series D· $108M
Recent News
LegalTech Breakthrough
2025-11-14
Company data provided by crunchbase