Sales Engineer (Calling Legal Bookkeepers)

Posted 22 Days Ago
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Toronto, ON
Senior level
Legal Tech • Software
The Role
The Sales Engineer will support the National Sales team, addressing accounting inquiries during the sales process, facilitating communication between new business and Post Sales Operations, and ensuring customer needs are met for a smooth transition to new software. They will collaborate with decision-makers and bookkeepers, create demonstrations, and analyze company technologies for improvements.
Summary Generated by Built In

Description

LEAP leads the world in the development and sale of cloud based legal practice management software for small law firms on a Software as a Service (SaaS) model. We employ more than 600 people, have offices in Canada, USA, Australia and the UK with more than 57,000 users using our software worldwide. We are currently recruiting for a Sales Engineer to join our highly motivated, high velocity and growing team around the world, and based in Toronto, ON. LEAP will provide you with the best training, equipment, mentoring and support for you to be successful.

We employ people who are smart and can get things done.

Our Canadian-based operation was launched in 2021 and has grown significantly. The Canadian market shows a huge promise of potential for LEAP. The market is ripe for our software! and while competitors are also on the uprising, LEAP has the most comprehensive solution and offers the most benefits over other available solutions. We are seeking to capitalize on this opportunity and grow fast – to establish ourselves as the market leader, while achieving tremendous growth.

For this reason, we are seeking ambitious, talented, and driven Sales Engineer with thorough Legal Bookkeeping experience to join our growing and scaling Sales team.

This position is designed to support the National Sales team to handle accounting enquiries presented by prospects during the sales process. The candidate will be pivotal to helping the Sales team handle Bookkeeper enquiries and close business. The Sales Engineer will also be the conduit between new business and Post Sales Operations, explaining what the customer needs to ensure the correct expectation is set for the customer to have an enjoyable experience, transitioning to new software.

**This role will be hybrid, working in the office 3 times a week, once our new Toronto office is established

Responsibilities and Duties for Sales Engineer (included but not limited to)

  • Work closely with Decision Makers and Bookkeepers to help them understand how the benefit and features of LEAP will assist their Law Firms
  • Responding in a timely manner to prospects’ Accounting and technical requests, including data inquiries, Level 1 and 2 support, and API inquiries.
  • Work with professionals within the company to ensure solutions are available for projects and working properly
  • Responding in a timely manner to prospect’s Bookkeeper regarding Accounting related enquiries
  • Provide detailed specifications for proposed solutions including time and scope involved
  • Assist other department pre, and post-sales in creating practical demonstrations of proposed solutions and demonstrating them
  • Liaise with post sales Implementations and data migrations teams to disclose customers needs to set the correct implementation expectation
  • Establish a framework for necessary contributions from various departments and facilitate their collaboration
  • Analyze current technologies used within the company and develop steps and processes to improve
  • Document and monitor requirements needed to institute proposed updates in relation to customer experience
  • Work alongside project management teams to successfully monitor progress and implementation of initiatives
  • Log time and activity into Salesforce CRM
Requirements

Qualifications

  • 5+ years of Legal Bookkeeper Accountant experience or equivalent accounting experience
  • Experience with Canadian Legal Trust accounts
  • Quickbooks Bookkeeping experience
  • Experience with Canadian Law Society and financial year-end audits
  • Experience with Quickbooks
  • Sales and Demo experience preferred
  • Project development and leadership skill are preferred
  • IT and cloud infrastructure, experience preferred
  • Understanding of business analysis techniques and processes is beneficial
  • Work experience in analyzing computer software is beneficial

Ongoing Training

  • Be open to coaching and feedback, and use available tools such as Gong, to continually improve
  • Maintain strong product knowledge, and attend continual training
  • Use available sales assets while working through the sales process
  • Manage your pipeline properly on Salesforce CRM, keeping tasks and information up-to-date, and coordinating with all staff in-house and at the prospect firm, to ensure we do everything we can to win a deal
  • Achieve highest possible closing% for all Sales Accepted Meetings
  • Coordinate and involve other team members and management as needed
  • Using your extensive accounting experience will be asked to help with training others in the team
Benefits

Why work at LEAP?

There are endless opportunities within our business to progress and grow your career and full training is provided so an aptitude and hunger to learn is essential. We offer:

  • Flexible working model.
  • Competitive Health Insurance
  • RRSP plan
  • Competitive Vacation Time
  • Employee Share Scheme.
  • Superb working environment.
  • A fantastic culture – open communication, transparency through practical and quarterly strategic briefings.

At LEAP, we care about what we do and the people we work with

We continually improve to be the best

We NEVER EVER GIVE UP!

At LEAP we are committed to fostering an inclusive and accessible environment. We are dedicated to building a workforce that reflects the diversity of the community in which we live, including those with disabilities. LEAP is committed to providing accommodations in all parts of the hiring process. If you require an accommodation, we will work with you to meet your needs.

Top Skills

Salesforce
The Company
HQ: Jersey City, NJ
112 Employees
On-site Workplace
Year Founded: 1992

What We Do

LEAP practice management software has grown from the belief that it should be fast and easy for legal practitioners to manage matter documents, accounting and billing, so they can focus on practicing law.

Today, LEAP is the world’s largest provider of legal practice management software for small firms; with clients across the United States, United Kingdom and Australia.

Firms have relied on LEAP since 1992 for innovative and powerful software to simplify their workflow. We take this responsibility seriously and dedicate millions of dollars each year to product development. It’s resulted in benefits such as a cloud-based and mobile interface. This allows teams to access their LEAP data anywhere, anytime.

In addition, over 13,000 automated forms and templates are regularly updated for all areas of law, and purpose-built for the United States’ federal and state jurisdictions.

We’re obsessive about evolving LEAP with feedback from clients, so the software is easy to use and allows small firms to get more work done. Our goal is to empower small firms to make more money.

After all, everything LEAP does is geared toward helping the attorneys who help people.

Let the LEAP team become an extension of your practice, so you can focus on what you do best. Spend more time advising on the law!

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