Rob Levine Legal Solutions

Account Executive

• Cold Call law firms across the U.S. (160+ calls per day), identifying potential clients and securing appointments to discuss our solutions
• Conduct discovery calls/meetings to uncover operational pain points, record volumes, and potential areas for efficiency improvement in law firms
• Build and maintain an active sales pipeline, ensuring all activities and opportunities are recorded accurately in our CRM
• Pitch our medical record retrieval solution over the phone and through virtual demos, focusing on value, ROI, and workflow improvements
• Close sales meetings by skillfully navigating objections and securing firm commitments
• Collaborate with internal teams (operations, onboarding, marketing) to ensure seamless transitions from the point of sale to client onboarding
• Attend 10-12 legal industry events in person annually to network, generate new leads, and deepen relationships with current and potential clients
• Expand relationships with existing clients, identifying upsell opportunities and cross-selling additional services where applicable

Call Center Representative

• Screen telephone calls before transferring to the assigned legal team.
• Persistently monitor all incoming calls, and update our system.
• Follow up on missed calls.
• Follow up with pending inquiries.
• Take accurate notes.
• Write emails, transcribe notes, research legal documents, and create spreadsheets.

Account Executive

Call Center Assistant