- Medical record retrieval
- Remote training & staffing
- Legal mastermind & consulting services
We are seeking a driven, consultative Account Executive focused on selling our medical record retrieval services to personal injury law firms. This is a fully remote role responsible for generating new business, nurturing relationships, and closing deals with law firms across the U.S.
You will become a subject matter expert in our record retrieval solution, capable of leading initial conversations, running Zoom demos, and guiding prospects through the full sales cycle—from first contact to signed agreement.
This role is ideal for a self-motivated sales professional who is comfortable working independently, thrives in a fast-moving environment, and is excited by the opportunity to help law firms operate more efficiently. This role is considered a hunter role.
Key Responsibilities
- Proactively prospect and engage personal injury law firms via phone, email, LinkedIn, and Zoom
- Conduct discovery calls to understand firm workflows, record volume, and operational pain points
- Present and demo our record retrieval solution, clearly communicating value, ROI, and workflow improvements
- Build and manage a healthy sales pipeline; maintain accurate activity and opportunity data in the CRM
- This position requires 60+ phone calls day
- Collaborate with internal teams (operations, onboarding, marketing) to ensure a smooth transition from close to implementation
- Attend 2-3 legal industry events per year to network, generate leads, and deepen relationships with prospective and existing clients
- Serve as a strategic partner to your accounts, identifying expansion opportunities and upselling additional services where appropriate
- Maintain an objection log and continuously refine messaging based on market feedback
Qualifications
- 2+ years of successful B2B sales experience, preferably in:
- Legal services
- SaaS
- Medical records / healthcare / legal support services
- Proven track record of meeting or exceeding sales quotas
- Strong consultative selling skills and the ability to communicate value, not just features
- Comfortable leading Zoom presentations and virtual demos with decision-makers
- Exceptional verbal and written communication skills
- Highly organized, self-directed, and accountable in a remote environment
- Preferred experience in HubSpot
- Willingness to travel to 2-3 legal events annually (conferences, trade shows, masterminds)
- Competitive base salary plus uncapped commission
- Earn well over $100K+ at quota
- Fully remote work environment
- Opportunity to grow with a rapidly expanding organization, adding new services and platforms
- Collaboration with a driven, entrepreneurial team that values initiative and results
- Health, dental, and vision insurance
- PTO time (vacation, sick, flex time)
- 401 with 100% matching component
- Team member referral program
- Weekly payroll
- We offer several fun company outings for employees throughout the year
Top Skills
What We Do
Rob Levine Legal Solutions is a leading provider of comprehensive legal support services for small to mid-sized law firms. With over 25 years of experience in the legal industry, the company specializes in medical record retrieval, certified and trained legal staffing, implementing and optimizing legal technology, and mastermind group and strategic consulting. Rob Levine Legal Solutions offers unmatched expertise and tailored solutions that help law firms streamline operations, enhance efficiency, and achieve measurable growth.
For more information about how Rob Levine Legal Solutions can help your firm grow, visit www.roblevinelegalsolutions.com or email us at [email protected]
-Medical Record Retrieval for Attorneys & Law Firms: Fully integrated with case management systems, Rob Levine Legal Solutions simplifies the process of gathering medical records, allowing paralegals to focus on higher-value tasks.
-Staffing Solutions: Law firms can now access trained and certified case managers, legal assistants, and intake representatives at a fraction of the cost of U.S.-based staff. This enables firms to manage their workloads more efficiently without compromising on quality.
-Mastermind Program: Offering structured growth strategies through virtual and in-person meetings, the program helps firms achieve measurable results with expert guidance on business development, marketing, operations, and more.
-Legal Consulting: Expert guidance on adopting cutting-edge legal technology optimizing existing case management systems and technology, to streamline operations, eliminate bottlenecks, and boost productivity.
