Boston Consulting Group (BCG)

Account Executive

• Build Relationships, Not Pitches
• Own client relationships from the first conversation through signed engagement
• Lead discovery conversations that uncover real business challenges, not surface level symptoms
• Become the trusted guide who helps firm leaders navigate complex decisions
• Create clients for life, not one-time transactions
• Orchestrate Expertise
• Use Affinity’s orchestrated sales model to coordinate the right strategist or subject matter expert based on what each conversation requires
• Know when a deeper dive is needed and bring the right person into the meeting with clarity and context
• Help clients experience Affinity’s depth by integrating strategist insights naturally and smoothly
• Ensure proposals and next steps reflect the combined expertise of the team and show a clear, complete solution
• Drive Deals to Close
• Manage the full sales cycle with structured follow through, clear next steps, and reliable forecasting
• Keep your pipeline organized, accurate, and well documented in HubSpot
• Create and deliver clear, compelling proposals that reflect strategist input and Affinity’s depth
• Guide prospects through complex, multi-stakeholder buying decisions with clarity and steady momentum
• Maintain progress without pressure, helping clients arrive at confident, informed decisions
• Hit your revenue targets consistently by managing your pipeline with discipline and intention
• Ensure Seamless Handoffs
• Set clear expectations with clients before work begins so delivery teams are set up for success
• Prepare complete, accurate handoff notes that give Client Experience and delivery teams what they need
• Maintain continuity so clients experience a smooth transition, not a hard handoff
• Re-engage warm or past clients when new needs surface

Account Executive – Professional Services

Attorney

• Guide law firms and legal teams through the implementation of document management systems like NetDocuments and iManage
• Configure document management systems based on client workflows, including setting up add-ins and integrations to support seamless, connected work environments
• Lead or support discovery sessions to understand client goals and translate them into clear, actionable system designs
• Collaborate with teammates and vendor partners on system setup, data migration, testing, and go-live readiness
• Deliver live and remote training sessions and create clear user guides to support adoption and reduce support volume
• Provide hands-on support during go-live and ongoing roadmap planning post-launch
• Act as a trusted advisor to clients by building long-term relationships and anticipating system improvement needs
• Contribute to internal tools, delivery processes, and reusable assets to help the team scale and improve

Account Executive – Professional Services

Legal Document Management Consultant