Associate, Sales (Internal Applicants Only)

Expert Institute • New York, NY

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About The Position

The Associate role is a high-impact position for individuals looking to accelerate their careers in legal sales. The Associate drives the initial stages of the sales cycle, from outbound prospecting to closing trial accounts, and owns a full-cycle, transactional sales process from first contact through close. The role is a talent pipeline with a structured 12–24 month path toward promotion to Sales Director (Account Executive).

This posting is intended for current Expert Institute employees, who will be evaluated alongside external candidates through a similar recruitment process. Expert Institute is a legal expert consulting and insights platform serving plaintiff firms nationwide through expert connections, litigation research, physician consultations, and due diligence delivered via its SaaS platform, Expert iQ.

Requirements

• Prior experience in a fast-paced transactional sales organization, ideally as a top-performing SDR/BDR or SMB AE.
• Comfort and confidence with cold calling; it is a core part of the role.
• A proactive hunter mentality, including booking meetings rather than relying solely on inbound or marketing-sourced leads.
• Strong communication and presentation skills, with 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.
• Self-motivation, ownership of the sales pipeline, and ability to work in a fast-paced environment.
• Ability to adapt and work effectively in a decentralized or physically remote setting.
• Ambition and a clear desire to grow into a Sales Director (Account Executive) role.

Responsibilities

• Execute outbound prospecting strategies to identify and engage new legal firm leads, including cold calling and self-sourcing meetings.
• Manage and close inbound leads to maintain a healthy sales pipeline.
• Own the full-cycle transactional sales process from first contact to close, and follow 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed