Veritext Legal Solutions

Account Executive

• Anticipate market trends and proactively prepare for changes
• Proactively add to and manage sales funnel with viable and numerous opportunities, develop action plans for sales prospecting and market penetration; obtains "NEW" business from existing accounts
• Maintain a consistent field presence by conducting in-person client visits at least (3) days per week to build relationships, drive sales, and support business development efforts
• Deliver effective, high quality, presentations tailored to the specific audience
• Identify and seek out information/facts needed to solve a problem; identify optimal solutions to problems by weighing the advantages and disadvantages of alternative approaches
• Understand Company targets, Mission, Vision, Values and Goals and strive to meet and exceed
• Understand the buying/selling process; recognize non-verbal buying signals
• Prepare for each meeting, establishing objectives and outcomes
• Hold consultative sales meetings with clients; pair the client's needs with appropriate service/product solutions
• Differentiate Veritext from our competitors; demonstrate working knowledge of market and competitors
• Anticipate and actively listen to clients' upcoming needs and concerns; find solutions to problems that are beneficial to all parties
• Close the sale/ask for business
• Use the appropriate and differing communications to touch same clients multiple times
• Provide strong after-sales follow-up and support to clients as needed
• Actively network in the legal community; is considered a 'valuable' player in the space
• Build sustaining client relationships through consistent and perpetual follow up (6X/year)
• Utilize a rigorous sales process including planning, follow-up and closing; using all the tools available to you, and adherence to policies
• Approach your territory and accounts strategically so as to drive growth-cultivate your high potential accounts, drive meaningful exchanges, be client centric always, and create relationships at all levels within your accounts
• Understand Veritext products and services, their value and commensurate fees
• Effectively explain and/or set prices for clients, cases, and other opportunities
• Consistently use SFDC, Strat Workbooks, Sales Toolkit and other tools to effectively manage opportunities, activities and clients
• Work collaboratively with Veritext colleagues and external clients, exhibiting Veritext Values
• Ensure that all client (internal and external) communications are handled in a professional, timely, and courteous manner