Concept Desenvolvimento Empresarial

Account Executive

• Lead Management: Receive and provide immediate service to prospective clients contacted via digital channels (WhatsApp and telephone).
• Consultative Selling: Assess the feasibility of legal work through technical analysis of the case and documents submitted by the client.
• Closing: Negotiate terms and convert interactions into signed engagements/contracts.
• Formalization: Prepare retainer agreements, powers of attorney and supporting documents.
• Digital Signature: Operate electronic signature systems to collect signatures.
• Client Registration: Keep the firm’s system updated with complete information for new clients.
• Digitization: Organize and scan documents and manage corporate email correspondence.
• CRM: Use CRM software to record interactions and ensure follow-up at every stage of the client journey.
• Financial Support: Issue invoices and payment requests related to new contracts via the financial management platform.
• Collections: Conduct collection activities for delinquent clients via app or telephone as requested by management.
• Internal Liaison: Act as the primary link between client needs and the firm’s legal/technical department.
• Reporting: Prepare performance and status reports on client interactions when requested.
• External Tasks: Perform external errands and provide general support to the technical department’s routines.
• Development: Actively participate in internal training sessions and alignment meetings.

Sales Consultant