In Tandem

Account Executive

• Proactively engage with and educate the family law ecosystem through hosted workshops, webinars, curated conversations, industry conferences, and trainings, building greater visibility of the OFW brand within the community
• Generate new sales leads through a mixture of outbound calling and emailing, following up on marketing campaigns
• Conduct web-based and in-person product demonstrations
• Close new referrers by getting them to refer OurFamilyWizard to relevant cases
• Achieve and exceed weekly/monthly metrics and quotas
• Manage prospect status and data in HubSpot to ensure that each touch point and communication is logged, recorded, and updated
• Maintain and nurture new referrers to turn them into advocates and repeat referrers of OurFamilyWizard
• Record and translate learnings and feedback you receive into actionable recommendations for our customer experience, IT, and product teams
• Account management is a critical part of the role, ensuring ongoing referrals including account growth, regular check-ins and acting as a trusted advisor.