Account Executive

Rob Levine Legal Solutions

Account Executive selling medical record retrieval services to law firms across the U.S. Focused on cold calling, setting appointments and closing sales meetings.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $20 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of successful cold calling and B2B sales experience (preferably in legal services, SaaS, or medical records/healthcare)
Proven track record of closing deals and consistently exceeding sales targets
Strong consultative selling skills, with the ability to present value, not just features
Comfortable conducting virtual demos and presentations via Microsoft Teams with decision-makers
Exceptional communication skills —both verbal and written
Highly organized, self-driven, and comfortable working independently in a remote environment
HubSpot experience preferred, but not required
Willingness to attend 10-12 legal events in person annually (conferences, trade shows, masterminds)

Benefits

Comp & perks

Competitive base salary plus uncapped commission
OTE (On-Target Earnings) for Year 1: $80k - $100k
Fully remote work environment
Opportunity for career growth with an expanding company, new services, and platforms
Work within a driven, entrepreneurial team that values initiative and results
Health, dental, and vision insurance
PTO (vacation, sick, and flexible time off)
401(k) with a 100% matching component
Team member referral program
Weekly payroll and fun company outings throughout the year

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

cold callingB2B salesconsultative sellingsales pipeline managementclosing dealsvirtual demospresentationsupsellingcross-selling

Soft Skills

communication skillsorganizational skillsself-drivenindependent workrelationship building