Associate, Sales (Internal Applicants Only)

Expert Institute•New York, NY

About The Position

The Associate role is a high-impact position for individuals seeking to accelerate their careers in legal sales. The Associate drives the initial stages of the sales cycle, from outbound prospecting through closing trial accounts, and owns a full-cycle, transactional sales process. This role is a talent pipeline with a structured 12–24 month path toward promotion to Sales Director (Account Executive). The posting is intended for current Expert Institute employees; internal candidates will be evaluated alongside external candidates and participate in a similar recruitment process.

Requirements

  • Prior experience in a fast-paced transactional sales organization.
  • Comfort and confidence with cold calling.
  • Ability to proactively book meetings rather than relying solely on inbound or marketing-sourced leads.
  • Strong communication and presentation skills, including the ability to lead client meetings confidently.
  • Strong organization, attention to detail, and follow-through.
  • Collaborative mindset and experience working cross-functionally with sales and customer-facing teams.

Nice To Haves

  • Experience as a top-performing SDR/BDR or SMB Account Executive.

Responsibilities

  • Execute outbound prospecting strategies to identify and engage new legal firm leads, including cold calling and sourcing meetings independently.
  • Manage and close inbound leads to maintain a healthy sales pipeline.
  • Own the transactional sales process from first contact through close, following up on open pipeline to move deals forward.
  • Lead trial-closing efforts and support a smooth transition from initial interest to platform adoption.
  • Meet success KPIs, including call volume, transaction counts, and trial starts, to qualify for promotion.
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