Account Executive – Small Business

Filevine

Account Executive at Filevine promoting legal AI software solutions to clients. Responsible for managing sales processes and achieving quotas within the legal vertical.

Posted 7/8/2026full-timeSan Francisco • California • 🇺🇸 United StatesJunior💰 $60,000 - $65,000 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Sell Filevine to clients seeking case management solutions, particularly in the legal vertical.
Demonstrate ability to earn business by conveying the value props of Filevine
Share new insight that helps prospects properly evaluate different solutions
Prepare and tailor messaging for prospective clients
Help guide prospective clients through the purchasing process to meet agreed-upon timelines.
Accurately forecast your quarterly and annual performance
Be proficient in using a CRM to manage your pipeline.
Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep
Develop sales strategies to increase client pipeline
Consistently meet/exceed sales quotas within a specified time frame
Partner with SDRs to effectively build a territory and identify qualified opportunities
Report on activity and performance metrics
Provide quarterly forecasts to senior sales management for various

Requirements

What you’ll need

1-3 years experience in enterprise software sales
Consistent, demonstrable record of achieving quota
Desire to join an upstart company, working hard and doing great things
Strong track record of managing daily, weekly, monthly and quarterly objectives
Experience in lead qualification, advanced outbound prospecting, managing a pipeline, sales processes, and overcoming objections
Solid written and verbal communication, organizational and time management skills
Excellent presentation and listening skills
Proficiency in Salesforce.com or similar CRM

Benefits

Comp & perks

Medical, Dental, & Vision Insurance (for full-time employees)
Competitive & Fair Pay
Maternity & paternity leave (for full-time employees)
Short & long-term disability
Opportunity to learn from a dedicated leadership team
Top-of-the-line company swag

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Sales Process ManagementPipeline ManagementAdvanced Outbound ProspectingForecastingQuota Achievement

Soft Skills

Strong Communication SkillsOrganizational SkillsTime Management SkillsPresentation SkillsListening Skills