Proof

Account Executive

• Identify qualified prospects and quickly create relationships
• Utilize a sales process and understand how to maintain deal velocity
• Become an expert on our products, our market and industry trends
• Leverage social media, professional networks, regional and national events to identify and win new customers
• Grow accounts from initial contact to full enterprise adoption
• Travel to client locations, events and trade shows to prospect and win new business
• Work with a team of SDRs and BDRs, placing team success above individual success
• Present metrics-based rationale for changes to process, product or market approach
• Provide leadership by exemplifying an enthusiasm and ability to cold-prospect, conduct initial calls, give demonstrations and update internal measurement systems
• Actively collaborate with cross-functional teams offering solutions that benefit the company and the team
• Report progress-to-goal and define steps to reach your team’s goals throughout the month

Enterprise Account Executive – West

Customer Success Manager

• Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives
• Develop customized solutions and workflows that address the unique needs of each client
• Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions.
• Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement
• Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth
• Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies
• Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements
• Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs
• Track and report on client success metrics, including customer satisfaction, retention, and revenue growth
• Develop strategic account plans to drive long-term client success and identify growth opportunities
• Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed

Client Success Manager – Law Firms

• Create and execute a 30-60-90 day sales plan
• Identify qualified prospects and quickly create relationships
• Utilize a sales process and understand how to maintain deal velocity
• Embrace technologies that enhance your process and extend your selling influence
• Become an expert on our products, our market and industry trends
• Leverage social media, professional networks, regional and national events to identify and win new customers
• Grow accounts from initial contact to full enterprise adoption, including managing and expanding a baseline book of business through upsell and expansion motions.
• Travel to client locations, events and trade shows to prospect and win new business
• Work with a team of SDRs and BDRs, placing team success above individual success
• Present metrics-based rationale for changes to process, product or market approach
• Provide leadership by exemplifying an enthusiasm and ability to cold-prospect, conduct initial calls, give demonstrations and update internal measurement systems
• Actively collaborate with cross-functional teams offering solutions that benefit the company and the team
• Report progress-to-goal and define steps to reach your team’s goals throughout the month

Account Executive, Property Management

• Build and execute a consistent outbound strategy across your territory
• Prospect independently (calls, email sequences, LinkedIn, events)
• Research target firms and personas to identify workflow gaps and Proof use cases
• Create predictable monthly pipeline aligned to your quota
• Run structured discovery to understand workflows, bottlenecks, and decision criteria
• Deliver compelling demos tailored to legal operations, paralegals, and attorneys
• Navigate multi-stakeholder deals and manage short-to-mid length sales cycles
• Drive expansion within existing accounts (new users, new practice groups, new locations)
• Ensure data compliance and accuracy across CRM and other reporting tools
• Consistently maintain an accurate forecast with focus on achieving activity and quota expectations
• Complete all required sales enablement educational sessions and ongoing product certifications
• Act as a “student of the game” continually investing in self learning opportunities in the competitive landscape and within the Proof platform

Enterprise Account Executive – West

Client Success Manager – Law Firms

Account Executive, Property Management

Account Executive, SMB