Records Account Executive

4 weeks ago

Santa Ana, United States First Legal Network LLC Full time

**Position Summary**:
**Essential Duties and Responsibilities**:

- Securing new and building upon existing Attorney and Law Firm clients to provide subpoena-based records retrieval services
- Offer and conduct Attorney continuing Legal Education opportunities
- Identifying viable client prospects from various sources, including directories, contact lists, databases, leads, internet resources, and personal networking
- Required to be out in the field at least 2-3 times a week
- Maintain all account and client detail information accurately in our Customer Relationship Management System (CRM), including solid account management habits, opportunity identification, and forecasting
- Recognizing and expanding on market conditions and discovery phase of litigation
- Attend industry-related functions to explore networking opportunities and gain enhanced product knowledge
- Maintain high-level confidentiality with regards to all internal, external matters and other material as deemed necessary
- Meet or exceed established sales goals and objectives as prescribed by VP of Sales and Regional Manager
- Prepare weekly/monthly/quarterly reports as directed by VP of Sales and Regional Manager

**Job Qualifications**:

- A minimum of 5 years professional solutions-based outside sales experience in fast-paced, multifaceted attorney services and or legal environment or equivalent combination of education and experience required
- Successful track record in developing and executing strategic business development action plans within a prescribed territory and generating SARG (same account revenue growth) from existing client base by leveraging cross-selling opportunities and other best practices
- Qualifying New Business - Identifying and initiating contact with all decision-makers, securing initial client visits with all qualified prospects
- Securing New Business - Converting prospects into new clients and growing additional business with existing clients
- Champion for exceptional customer service in providing business solutions to anticipate and meet client base needs
- A commitment to excellence and to making a difference; results-driven, improvement focused, and action-oriented self-starter who can handle various responsibilities simultaneously and proactively and continually look for a better way of doing things
- Ability to travel within prescribed territory and represent First Legal at social networking events
- Bachelor's degree in business management, administration, or related field a plus

**Schedule/Locations**:

- Hours: Monday-Friday 8:30am-5:00pm
- ** Remote - Orange County (required to be out in the field 3-4x a week)**

**About First Legal**:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law.

First Legal is the first truly comprehensive File Thru Trial solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

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