Account Executive

About First Legal
First Legal is the first comprehensive File Thru Trial™ solutions firm, providing a single-source approach that simplifies the litigation process for our clients. Our culture of innovation, trust, quality service, and deep industry knowledge makes us uniquely qualified to deliver relevant and timely solutions. Our services, including court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval, digital, and investigations, work together to create a personalized and effortless client experience.

Position Summary:

The Account Executive is responsible for driving new business development and expanding revenue opportunities for our Court Reporting division. This role will proactively pursue prospective clients while strategically growing and retaining an existing book of business. In addition to generating new partnerships, the Account Executive will manage and strengthen client relationships across key accounts throughout the full account development cycle.

 As a member of the First Legal Sales Team, this position will collaborate closely with local Account Managers, Sales Representatives, and Regional Managers across all service sectors. The role is approximately 75% client-facing (with some interactions temporarily conducted virtually) and 25% inside sales, ensuring a balanced focus on outreach, relationship management, and account growth.

Job Duties:

• Securing new and building upon existing Attorney and Law Firm clients to provide Deposition Support 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
• 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 the 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 EVP of Sales and Regional Manager
• Prepare weekly/monthly/quarterly reports as directed by EVP of Sales and Regional Manager

Job Qualifications:

• Bachelor's degree in business management, administration, or related field and 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
• 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-based 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 the designated territory and represent First Legal at social networking events
• Valid Driver's license and clean driving record (3 points or less)
• Valid Auto Insurance - checked quarterly

Schedule/Location:

• Hours: Monday-Friday 8:30 am -5:30 pm
• Remote - San Diego (required to be out in the field 2-3x a week)

Compensation and Benefits

Application and Recruiting Information

• First Legal is an equal opportunity employer and does not discriminate based on any characteristics protected under the law. All employment decisions are based on qualifications, merit, and business needs.
• First Legal will consider qualified applicants with arrest and conviction records for employment in accordance with applicable federal, state, and local laws, including the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, the New York City Fair Chance Act, and the Washington Fair Chance Act.
• Applicants who need assistance or accommodations for interviews or website access can contact us at 800-889-0111.
• First Legal will contact you only from a firstlegal.com email address or through ADP Workforce Now Recruiting. Be cautious if anyone asks you for personal information. Background checks, for example, are conducted only after an offer is extended.