Account Executive
In Tandem
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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
- Turn leads into opportunities and rapidly progress them through the sales process
- Conduct web-based and in-person product demonstrations
- Manage prospect status, data integrity, and forecasting in HubSpot
- Achieve and exceed weekly/monthly metrics
- Close new referrers by getting them to refer OurFamilyWizard to relevant cases
- 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 support, product & engineering 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.
Requirements
- Mission-driven. Your understanding of and passion for families in transition gives you great pride in the work you do to serve them. It’s what allows you to turn purpose into progress.
- Enthusiastic and optimistic. You thrive on positivity and remain unfazed by rejection, always ready to tackle the next challenge.
- Driven to succeed. Your high need for achievement fuels your competitive spirit, and you love nothing more than to compete and win.
- Sales passion and expertise. You have a deep passion for sales and a proven track record of hunting and signing new business using a consultative approach.
- Resourceful and resilient. Obstacles don't deter you; you find ways to go over, under, around, and through them to achieve your goals.
- Coachable. You embrace feedback and consistently implement it to enhance your skills.
- Effective communicator. You excel at clearly conveying the value of OurFamilyWizard through engaging web-based and in-person demos to win new business.
- Team Player. You thrive in a team environment, working collaboratively with team members across multiple departments
Benefits
- 2+ years of full-cycle sales experience managing the entire process from prospecting through close and ongoing relationship management.
- Willingness to travel (~50% of your time) to connect with professionals, attend conferences, and deepen community relationships.
- Proven success building and nurturing long-term relationships with partners or clients to drive sustained growth.
- Familiarity with CRM platforms (HubSpot preferred) and data-driven sales strategies to manage pipelines, track performance, and identify opportunities.
- Strong presentation and consultative communication skills, with the ability to build trust, resonate with legal professionals, and clearly demonstrate how OurFamilyWizard can serve as a valuable solution for their clients.
- Curiosity and agility—you’re quick to learn new tools, adapt messaging to your audience, and pivot strategies based on feedback and results.
- Exceptional organizational and prioritization skills to manage multiple relationships, travel commitments, and outreach initiatives simultaneously.
- **Bonus Points:**
- Advanced credentials (JD, LCSW, MSW, or mediation certification) that build credibility with family law professionals.
- Experience developing partnerships, referral programs, or territory expansion strategies.
- Prior experience in family law, legal tech, or SaaS sales environments.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesaccount managementlead generationproduct demonstrationsdata integrityforecasting
Soft skills
mission-drivenenthusiasticdriven to succeedresourcefulresilientcoachableeffective communicatorteam player