Cross-Sell Account Executive

LawmaticsSan Diego, CA
$65,000 - $130,000

About The Position

Lawmatics is building a dedicated growth motion inside its existing customer base of over 2,500 law firms. This role is for a full-cycle seller focused on introducing new products to current customers and converting interest into expansion revenue. The Cross-Sell Account Executive will manage inbound expansion opportunities and conduct proactive outbound outreach to generate new opportunities within the existing customer base. This position requires a blend of sales and customer success skills, as conversations will stem from existing relationships. The role is characterized by high volume, fast cycles, and full ownership, involving daily demos, end-to-end pipeline management, and a focus on generating new monthly recurring revenue (MRR) from cross-sell and upsell activities.

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: this role is part hunter, part farmer, and 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: this role only works well in close partnership with Account Management and Customer Success.

Nice To Haves

  • Experience selling into legal tech, practice management, or CRM software is a plus, not a requirement.

Responsibilities

  • Own the hand-raiser queue: Run product demos for every inbound expansion lead across new product offerings.
  • Build outbound pipeline: Run proactive outreach cadences into the 2,500+ account base, using product usage data and account history to identify and prioritize the best-fit expansion opportunities.
  • Deliver high-impact product demos: Deliver a consistent cadence of tailored product demos, positioning the right AI products for each account's stage, usage pattern, and business need.
  • Own opportunities through close: Manage qualification, demo, proposal, pricing, negotiation, and close.
  • Partner cross-functionally: Coordinate closely with Account Managers and Customer Success for account context, health signals, and warm introductions, and route non-expansion issues back to the right team.
  • Stay current on product and pricing: Maintain deep fluency in the product roadmap, including new products and pricing models as they launch, and translate that into clear customer-facing value.
  • Track and report on your funnel: Maintain accurate pipeline in CRM and report on demos booked, show rate, win rate, and MRR closed against quota.
  • Surface field intelligence: Feed customer feedback, objections, and competitive insights back to product and GTM teams to sharpen positioning and pricing.
  • Escalate customer concerns with urgency: If a current customer surfaces a concern or issue during a demo or outreach, loop in Customer Success immediately so it gets resolved fast, protecting the relationship and the customer experience ahead of any expansion conversation.
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