Sales Executive – Legal & Compliances Tech

1. Business Development & Sales

• Identify, qualify, and pursue prospective clients, including law firms, corporates, universities, and government institutions.
• Execute outreach via calls, WhatsApp, emails, and digital campaigns.
• Nurture leads through the sales funnel: awareness consult booking payment.
• Meet or exceed assigned sales targets and KPIs.

2. Client Relationship Management

• Serve as the primary contact for clients; understand their requirements, case types, and urgency.
• Maintain accurate records of leads, interactions, and sales progress in CRM tools.
• Prepare reports on sales performance, pipeline, and client feedback.
• Maintain ongoing engagement through reminders, follow-ups, and renewals.
• Gather feedback and testimonials to enhance credibility.
• Upsell and cross-sell relevant legal services.

3. Operations & Vendor Management

• Onboard Vendors/lawyers: KYC, verification, and profile creation.
• Assign Vendors to cases based on expertise, availability, and ratings.
• Handle escalations between clients and Vendors, ensuring fair resolution.

4. Customer Success & Retention

• Conduct post-consult follow-ups to ensure client satisfaction.
• Proactively address issues to prevent client churn.
• Create FAQs, guides, and chatbot responses for self-service support.

5. Collaboration & Reporting

• Sync with marketing on campaigns and lead quality.
• Share client feedback with product/tech teams to improve platform features.
• Work with finance for invoicing, refunds, and revenue reporting.

6. Cross-Functional Collaboration & Escalation

• Partner with product, sales, and support teams to ensure a seamless client experience.
• Act as a brand representative in client meetings, workshops, and industry discussions.
• Handle and resolve client escalations, coordinating with technical/product teams as needed.

Required Skills

• Prior experience in legal & compliance tech sales or online legal services.
• Ability to work with CRMs, manage pipelines, and maintain accurate sales records.
• Familiarity with document drafting, legal notices, agreements, and contracts.
• Familiarity with e-signature platforms, digital stamping, and compliance tools.
• Experience in vendor management and onboarding processes in the legal/financial domain.
• Strong communication, persuasion, and client engagement skills.
• Target-driven mindset with a proactive and solution-oriented approach.