Account Executive - Legal Fintech

About the role

Disbo is a legal fintech platform that helps law firms streamline disbursements, financial workflows and client payment processes. It is looking for a confident, results-driven Account Executive to manage the full sales cycle, build relationships with prospective clients, run product demonstrations, close new business and support client engagement after the sale. The role is remote and full-time.

Key responsibilities

• Manage the full sales cycle from prospecting and discovery through demo, follow-up, negotiation and close.
• Conduct outbound prospecting by phone, email, LinkedIn, referrals and other channels, and respond to and qualify inbound leads.
• Run discovery calls and deliver live product demonstrations over Zoom and in person, explaining the platform's features and business value.
• Build relationships with law firm owners, attorneys, executives and administrators; handle objections and communicate pricing, proposals and next steps.
• Maintain a healthy pipeline, track opportunities and follow-ups in HubSpot, and work toward assigned sales and revenue goals.
• Stay involved with clients after the sale: help them move from onboarding to implementation, monitor engagement and reconnect with inactive accounts.
• Identify expansion opportunities, referrals and increased adoption, and work with Client Success and Operations to improve retention.

Required profile

• 2+ years of experience in B2B, SaaS, software, fintech or business development sales.
• Experience managing a sales process from outreach through close, and strong outbound prospecting skills.
• Strong discovery, objection handling, negotiation and closing skills.
• Comfortable talking to business owners, executives, attorneys and senior decision-makers.
• Proactive, organized and able to handle several active opportunities at once.

Required skills

• Experience conducting software demonstrations or client presentations.
• Experience using HubSpot or another CRM.
• Preferred: SaaS or fintech sales, experience selling to law firms, U.S. clients, and in a startup or high-growth environment.