Client Engagement Account Executive

Job Summary

To support a growing family law practice, the remote Client Engagement Account Executive will conduct paid consultations, recommend appropriate engagement and retainer options, and manage client follow-ups to ensure a high consultation-to-client close rate.

Key responsibilities

• Run paid consultations, leading discovery on clients' situations and recommending appropriate retainers
• Own the consultation process from initial contact to client engagement, ensuring timely follow-ups and documentation
• Collaborate with the legal team to ensure smooth handoffs of retained clients and contribute to refining consultation processes

Required qualifications

• Proven consultative sales experience with a strong close rate
• High-empathy selling background in consulting, professional services, or similar fields
• Ability to discuss financial commitments of $5,000 to $15,000 respectfully
• Experience managing inbound leads with proficiency in CRM systems
• Quick learner with an understanding of family law basics without providing legal advice