Technical Account Executive - DMS & Drafting Solutions
About The Position
We are seeking a technically fluent and strategically driven Technical Account Executive to drive net-new revenue for our Create+ drafting platform and Document Management System (DMS) integrations within large law firms (50+ attorneys / AmLaw segment). This is a quota-carrying enterprise sales specialist role focused exclusively on new product sales and expansion opportunities within an existing portfolio of customers. This role partners closely with Lexis Client Managers who maintain the broader firm relationship and renewal responsibility. The Technical Account Executive serves as the subject matter expert for this technical solution set, leading complex sales cycles that require executive engagement, technical discovery, and cross-functional coordination.
Requirements
- 5+ years of experience in SaaS, enterprise software, or legal technology sales
- Demonstrated success in net-new revenue generation within enterprise environments
- Experience selling technical solutions that involve integrations, APIs, or workflow platforms
- Proven ability to engage executive and technical stakeholders simultaneously
- Track record of quota attainment in complex, multi-stage sales cycles
- Strong ability to translate technical capabilities into business value narratives
Nice To Haves
- Experience selling into AmLaw or large law firm environments
- Familiarity with document management systems such as iManage or NetDocuments
- Experience with drafting automation, generative AI tools, or enterprise productivity platforms
- Experience operating within specialist or overlay sales models
Responsibilities
- Net-New Revenue Generation: Own and drive all net-new sales opportunities for Create+ and related DMS/API integrations within assigned large law firm accounts. Develop expansion strategies in collaboration with Client Managers while maintaining clear ownership of the opportunity lifecycle from qualification through close.
- Technical Sales Leadership: Lead structured discovery conversations to assess firm architecture, document management environments (e.g., iManage, NetDocuments), integration requirements, API considerations, and security protocols. Position Create+ as a drafting and workflow transformation solution aligned to measurable business outcomes.
- Executive and Technical Stakeholder Engagement: Engage CIOs, CTOs, Innovation leaders, Knowledge Management teams, Managing Partners, and IT governance stakeholders. Navigate complex enterprise buying processes, including information security review, procurement, and technical validation.
- Cross-Functional Collaboration: Partner closely with Client Managers for relationship access and account intelligence while maintaining ownership of the sales motion. Collaborate with Engagement and Customer Success teams to ensure solution alignment prior to implementation. Work with Product and technical teams as needed to address integration requirements and customer-specific considerations.
- Pipeline and Commercial Execution: Manage complex, multi-threaded sales cycles with disciplined forecasting and CRM hygiene. Structure and negotiate commercial terms within established company guidelines. Maintain visibility into expansion pipeline and performance against quota.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
