Senior Sales Executive, Financial Clients - GLLF

About the role

In this role as a Senior Sales Executive , you will: Own full-cycle enterprise sales : prospecting, discovery, value mapping, business case development, multi-threading, negotiation, and close Build the segment from the ground up : create and execute a focused territory and account strategy for private asset managers and hedge funds; develop repeatable motions and messaging for this buyer set Engage senior stakeholders across investment and legal-adjacent workflows (e.g., Partners/MDs, VPs, investment teams, fund operations, GCs, legal ops/KM where applicable) with compelling storytelling, tailored demos, and ROI-driven narratives Run structured opportunity plans : validate needs, align on success criteria, build mutual close plans, and drive complex deals to signature Become product fluent across solutions that support transactional and diligence-heavy workflows (e.g., CoCounsel and adjacent solutions used in due diligence, drafting/review, collaboration, and benchmarking including HighQ and Noetica ); tailor demos to transactional personas Create pipeline with disciplined outbound : execute targeted outreach, ecosystem mapping, and account-based campaigns to build durable pipeline in a historically under-penetrated segment Orchestrate internal resources (SEs, BDRs, marketing, enablement, legal, leadership) to progress multi-stakeholder opportunities and land/expand within accounts Drive internal alignment and influence : communicate learnings from the field, shape segment positioning, and influence product/enablement priorities to accelerate adoption Maintain forecasting rigor and CRM hygiene : accurate forecasting, consistent qualification (MEDDICC or similar), and strong opportunity documentation KPIs and Expectations Consistent quota attainment : meet/exceed monthly, quarterly, and annual new business targets for the asset management segment Pipeline generation : build and sustain 3x quota pipeline through high-quality outbound, targeted campaigns, and partnership-driven sourcing Activity/coverage : maintain a strong customer-facing cadence (e.g., 10+ qualified customer meetings per week ) and prioritize external momentum over internal overhead Messaging excellence : continuously refine segment-specific value messaging and competitive positioning as the market evolves Strategic rigor : maintain an actionable Territory Business Plan and account plans for top logos; document mutual close plans and next steps in CRM Builder mindset : contribute to and improve the Project Keystone GTM playbook-what works, what doesn't , and why-so the team scales faster About You You're a fit for the role of Senior Sales Executive if your background includes: 4+ years of successful B2B software/SaaS sales experience with alternative asset managers (private credit, real estate, corporate credit), transactional workflows, outside counsel dynamics, or legal tech/information services High-agency operator : you create clarity where there isn't any, develop creative solutions, and execute independently without waiting for perfect inputs Drive and resilience : genuine motivation to build something new, take on challenges, and push through ambiguity in a change-resistant industry Coachability : you seek feedback, learn quickly from experts, and are willing to try new methods-even when it challenges your defaults Relationship management & business development strength : proven ability to build long-term professional relationships, earn trust with senior stakeholders, and maintain genuine curiosity about customer problems Communication and influence : ability to align internal teams and external buying committees around a shared vision and a mutual path to value Fluency in modern sales methodologies : MEDDICC/Chal lenger/Solutions Selling , mutual action plans, and value-based selling Workflow orientation : you can translate product capabilities into customer outcomes-adoption plans, time savings, risk reduction, and measurable ROI-within diligence and transaction-heavy environments. #LI-AY1 What's in it For You? Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring

Benefits

Additional Information

We're seeking a Senior Sales Executive - Financial Clients to drive new growth for our AI-enabled legal technology portfoli o . This role is designed to strengthen the law firm-client connection in transactional markets and unlock powerful network effects between buyers and sellers of legal services. You'll own end-to-end enterprise deal cycles with Financial/Transactional clients while partnering closely with internal cross-functional teams-and, where relevant, with strategic Global Large Law Firm (GLLF) customers-to expand adoption through direct sales and firm-enabled seat extension motions. You'll be expected to operate with high agency, build from the ground up, and help define the playbook for this team .

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