OPEXUS

Account Executive

• Drive revenue growth from new customers by identifying and qualifying sales opportunities
• Manage a complex sales/buying process and demonstrate value of Casepoint’s technology
• Build strong relationships with prospective customers to win new contracts and referrals
• Maintain information for all sales prospects in Casepoint’s CRM tool
• Collaborate with the entire sales and marketing teams to create an environment of teamwork and meeting goals & standards

Account Executive – Corporate

• Build and manage a territory strategy targeting Canada’s Top 500 corporations and their legal, privacy, compliance, and IT governance teams
• Identify key decision-makers including General Counsel, Deputy Counsel, eDiscovery leaders, CIO/CTO stakeholders, and litigation support professionals
• Drive new business through strategic outbound efforts, relationship mapping, multi-threading, LinkedIn outreach, and event-driven engagement
• Lead discovery sessions, product demos, and executive-level conversations that speak to legal risk, data management, operational efficiency, and cost reduction
• Manage long, multi-layered enterprise sales cycles with precision: qualification, scoping, ROI analysis, procurement, and negotiation
• Build and maintain a pipeline that is accurate, forecastable, and aligned to quarterly revenue targets
• Collaborate closely with pre-sales engineers, legal/technical SMEs, marketing, and executive leadership to advance opportunities
• Represent Casepoint at legal technology events, corporate counsel conferences, governance & compliance summits, and other enterprise-focused industry forums
• Stay current on market trends in eDiscovery, legal operations, digital investigations, compliance automation, and emerging AI use cases.

Senior Account Executive

Customer Success Manager

• Serve as the primary strategic owner for Casepoint's most complex Federal customer accounts, overseeing multi-agency programs and portfolios exceeding $5M annually.
• Develop and execute account-level strategies that drive retention, expansion, and value realization across multiple contracts, projects, and stakeholder groups.
• Lead executive relationships within agencies; act as a trusted advisor on technology enablement, compliance, and program outcomes.
• Partner cross-functionally with Sales, Delivery, Product, and IS leadership to influence account strategy, product direction, and resource prioritization.
• Proactively identify growth opportunities, renewal risks, and strategic initiatives to strengthen customer engagement and expand account value.
• Mentor and guide Customer Success Managers on best practices for account planning, business reviews, and government relationship management.
• Serve as an escalation point for high-visibility issues or strategic decision-making, balancing customer advocacy with company goals.
• Collaborate with leadership to define and refine processes, templates, and best practices for the Customer Success organization.

Senior Customer Success Manager

Sales Operations Manager

• Develop and execute a comprehensive enablement roadmap that aligns with go-to-market goals, product launches, and quarterly revenue objectives.
• Partner with Marketing and Sales Leadership to identify skill gaps and deliver targeted enablement initiatives for new and tenured reps including account executives, business development directors, BDRs, and customer service/success teams.
• Own the onboarding program for new sales hires, ensuring full productivity ramp within 90 days.
• Maintain and continuously improve sales playbooks, messaging frameworks, and objection-handling guides.
• Create a formal training and coaching program that includes:
• Deliver regular training on the Casepoint sales methodology, product positioning, and buyer personas.
• Create certification programs for product knowledge, discovery skills, proposal development, and RFP responses.
• Conduct coaching sessions with AEs, AMs, and BDRs on opportunity identification, SQL management, and storytelling.
• Reinforce new learning that comes from product launches or product updates
• Synthesize insights from sales, customer success, and customers to inform sales strategy and marketing approach
• Monitor market trends, regulatory changes, and emerging opportunities in legal technology and adjacent markets
• Develop deep expertise in customer personas, buying journeys, and decision criteria across corporate legal, law firms, and government segments
• Partner with RevOps to optimize CRM workflows (Salesforce), pipeline visibility, and reporting.
• Track enablement effectiveness through KPIs such as time-to-first-deal, win rate, average deal size, and ramp time.
• Use data-driven insights to improve onboarding, messaging adoption, and process adherence.
• Leverage existing sales enablement systems and ensure up-to-date materials for all product lines and buyer segments.
• Collaborate with Product Marketing to align messaging, case studies, and assets with buyer stages.
• Work with our proposal, security, and compliance teams to streamline documentation processes for RFP/RFI responses.

Sales Enablement Manager

Human Resources

• Manage employee and visitor attendance to the office building by coordinating with building representatives.
• Diligently manage the calendars of the Chief Executive Officer, and other calendar needs as determined.
• Receive and direct incoming calls to appropriate team members with professional, helpful attention.
• Manage key-card access of employees, contractors and visitors in the system.
• Maintain the Sharepoint Employee Portal
• Proactively maintain clean and professional common areas, including front desk, lobby, work café and conference room areas.
• Maintain office supplies, snacks and refreshments - order replacements and daily re-stocking.
• Manage ongoing employee programs, such as scheduling catering orders, supporting company events, and participating in the social committee.
• Prepare all outgoing overnight packages and accept/disperse in-bound packages.
• Assist with recruitment logistics such as scheduling interviews and communicating with candidates.
• Support HR events such as open enrollment, wellness activities, and employee engagement/recognition programs.
• Support the HR team with onboarding of new employees and providing a smooth and thorough onboarding experience.
• Live the Casepoint OPEXUS core vibes and foster an inclusive culture by promoting diversity of thought internally and externally

Office and HR Assistant

• Research, identify, and target Ideal Client Profile in organizations and their key decision-makers in the SLED market.
• Build relationships, identify their needs and align capabilities.
• Proactively engage prospects through cold calls, highly personalized emails, LinkedIn messaging, and social selling.
• Conduct meetings virtually and in person, with preparation, process, and timely follow up.
• Maintain a pipeline of business that is qualified, forecastable, and accountable.
• Collaborate seamlessly with others to leverage cross-functional partners, peers, leaders, and resources to get things done and achieve outcomes.

Account Executive – Corporate

Senior Account Executive

Senior Customer Success Manager

Sales Enablement Manager

Office and HR Assistant

Account Executive – SLED