Account Executive (Velocity Customer Sales)

• Our Velocity Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem
• As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service
• You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo
• Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges
• Upselling and cross-selling Clio’s full suite of solutions
• Converting qualified opportunities using telephone, email and product demonstrations
• Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
• Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
• Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
• Forecasting, negotiation and deal closures
• Developing business cases for customers
• Hunting and prospecting into existing customer accounts

Benefits

• Specialized learning and development programs and access to an in-house performance coach
• Equitable compensation for your contributions, regardless of gender, race, or any other identifying factor
• Access to pay transparency on all of our global roles
• Company equity for applicable employees
• RRSP-matching in Canada, 401k in the US, and pension plans in Ireland
• Hybrid model – striking the right balance between the benefits of in person connectivity that in office brings, and the flexibility of remote
• Flexible paid time off (4-week minimum with opportunities for personalization based on individual needs and achievements)
• Parental leave options for birthing and non-birthing parents
• A $500 contribution to your child’s RESP
• Various health, dental, and vision benefits for you and your family, including an Employee and Family Assistance Program
• Virtual and In-person Wellness Programs to support mental and physical health
• Paid time for volunteering through our Clio Gives program
• $2000 annual counseling benefit for CAD Clions

• 3 years of sales experience, including closing deals
• Knowledge and passion for technology and cloud-based products
• A competitive mindset
• Cold calling skills
• Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
• Previous experience running demos
• Demonstrate a keen interest in improving your craft by using AI
• A coachable nature
• 1 year of experience working in SaaS or other technology companies