Account Executive – Cross-Sell

Own the hand-raiser queue and run product demos for every inbound expansion lead across new product offerings.
Build outbound pipeline through proactive outreach into the 2,500+ account base, using product usage data and account history.
Deliver tailored product demos positioning the right AI products for each account's needs.
Manage qualification, demo, proposal, pricing, negotiation, and close.
Coordinate with Account Managers and Customer Success for account context, health signals, warm introductions, and issue routing.
Maintain fluency in the product roadmap and pricing models and translate them into customer-facing value.
Maintain accurate CRM pipeline and report on demos booked, show rate, win rate, and MRR closed against quota.
Feed customer feedback, objections, and competitive insights to product and GTM teams.
Escalate customer concerns to Customer Success to protect relationships and customer experience.
Requirements 2+ years of full-cycle closing experience in a SaaS Account Executive, upsell, or expansion role.
A track record of managing high-volume, short sales cycles with strong pipeline discipline.
Comfort with a demo-heavy calendar, multiple product demos daily, without losing quality or personalization.
Strong outbound instincts; requires generating your own pipeline, not just working inbound leads.
Excellent verbal and written communication, with the ability to translate technical AI product features into clear business value for law firm owners and staff.
Rigorous CRM hygiene and forecasting habits.
A collaborative style and close partnership with Account Management and Customer Success.
Core Competencies Demonstrates expertise in full-cycle sales processes, including product demonstrations, negotiation, and closing in a SaaS environment. Proficient in managing customer relationships and translating technical product features into business value.
Highest-signal resume keywords Full-Cycle Closing Experience
SaaS Sales Expertise
Pipeline Management
Product Demo Delivery
CRM Proficiency
Hard Skills Sales Pipeline Management
Product Demonstration
Negotiation Skills
Proposal Development
Pricing Strategy
Account Qualification
Forecasting
Customer Feedback Analysis
Competitive Insights Gathering
AI Product Knowledge
Soft Skills Excellent Communication
Collaborative Style
Outbound Sales Instincts
Personalization Skills
Customer Relationship Management
Industry Keywords SaaS
Account Executive
Expansion Sales
Customer Success
Product Roadmap
Tools & Technologies CRM Software

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