Rob Levine Law

Account Executive

• Cold Call - Contact law firms across the U.S. (160+ calls per day), identifying potential clients and securing appointments to discuss our solutions.
• Conduct Discovery - Run discovery calls and meetings to uncover operational pain points, record volumes, and areas for efficiency improvement.
• Build Pipeline - Maintain an active sales pipeline with all activities and opportunities recorded accurately in our CRM in real time.
• Pitch & Demo - Present our medical record retrieval solution over the phone and through virtual demos, focusing on value, ROI, and workflow improvements.
• Close - Navigate objections and secure firm commitments in sales meetings.
• Collaborate - Work with internal teams (operations, onboarding, marketing) to ensure seamless transitions from sale to client onboarding.
• Attend Events - Represent Records On Time at up to 6 legal industry events per year to network, generate leads, and build relationships.
• Local Travel - Visit law firms in your area for face-to-face meetings to generate business and strengthen relationships with prospective clients.