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Account Executive, SMB



Sales & Business Development
Multiple locations
Posted on Friday, October 6, 2023

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.


What your team does

Our Account Executive team is the engine that drives our business development efforts to close. They proactively look for new opportunities, provide sound advice, give product demonstrations, and offer solutions to complex problems using strong business acumen and resourcefulness. They do it quickly, efficiently, and flawlessly; while continuing to revolutionize an entire industry.

What you’ll work on

  • Uncover new business opportunities, leveraging prospecting skills and relationships to build lasting partnerships with Law Firms in your assigned territory

  • Convert qualified opportunities using phone, email, and product demonstrations

  • Use Salesforce to manage all sales activities

  • Accurately forecast monthly sales pipeline weekly

  • Take ownership of your territory, managing the sales cycle for all inbound and outbound opportunities

  • Collaborate with qualifying teams to strategize on opportunity generation within your territory

  • Conduct discovery calls and product demonstrations to recommend the product solution that best fits each client’s needs

  • Collaborate with cross-functional teams to ensure customer expectations are met with Clio’s product offerings

  • Stay up-to-date with industry trends and adapt your sales strategy to position Clio best in your territory.

What you may have:

  • Minimum of 3 years of sales experience, including closing deals

  • Minimum of 1 year of SaaS, full-cycle sales experience preferred

  • You have a track record of success developing and managing both an inbound and outbound pipeline effectively

  • Experience preparing and taking the lead on product demonstrations

  • Strong communication, organizational and presentation skills with the ability to sell and negotiate at all decision-making levels

  • You are self-motivated, creative, organized, and process-oriented

  • Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at