Why This Job is Featured on The SaaS Jobs
This Mid-Market Account Executive role sits squarely in a core SaaS growth motion: selling a purpose-built lead management product (Lead Docket) into a defined vertical, in this case legal services. Vertical SaaS selling tends to reward domain-aware discovery and tailored demos over generic feature walkthroughs, making the remit especially relevant for professionals who want to deepen their craft in consultative, workflow-oriented software.
From a career standpoint, the position builds durable SaaS sales fundamentals that transfer across products and markets: pipeline creation with SDR partnership, disciplined CRM usage, forecasting, and managing a buyer through a structured purchasing process. The emphasis on sharing “new insight” with prospects also signals exposure to value-based selling—an approach that becomes increasingly important as SaaS categories mature and buyers compare multiple tools.
This role is best suited to someone who prefers measurable outcomes and operational rigor, and who enjoys owning a territory with clear quarterly commitments. It will likely fit a seller who is comfortable running product demonstrations, refining messaging for specific use cases, and using process to improve win rates rather than relying on ad hoc deal-making.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
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
Qualifications:
- 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
