Senior Sales Executive, Financial Clients GLLF

We're seeking a Senior Sales Executive - Financial Clients to drive new growth for our AI-enabled legal technology portfolio. This role is designed to strengthen the law firm-client connection in transactional markets and unlock powerful network effects between buyers and sellers of legal services.You'll own end-to-end enterprise deal cycles with Financial/Transactional clients while partnering closely with internal cross-functional teams-and, where relevant, with strategic Global Large Law Firm (GLLF) customers-to expand adoption through direct sales and firm-enabled seat extension motions. You'll be expected to operate with high agency, build from the ground up, and help define the playbook for this team.About the RoleIn this role as a Senior Sales Executive, you will:Own full-cycle enterprise sales: prospecting, discovery, value mapping, business case development, multi-threading, negotiation, and closeBuild the segment from the ground up: create and execute a focused territory and account strategy for private asset managers and hedge funds; develop repeatable motions and messaging for this buyer setEngage senior stakeholders across investment and legal-adjacent workflows (e.g., Partners/MDs, VPs, investment teams, fund operations, GCs, legal ops/KM where applicable) with compelling storytelling, tailored demos, and ROI-driven narrativesRun structured opportunity plans: validate needs, align on success criteria, build mutual close plans, and drive complex deals to signatureBecome product fluent across solutions that support transactional and diligence-heavy workflows (e.g., CoCounsel and adjacent solutions used in due diligence, drafting/review, collaboration, and benchmarking including HighQ and Noetica); tailor demos to transactional personasCreate pipeline with disciplined outbound: execute targeted outreach, ecosystem mapping, and account-based campaigns to build durable pipeline in a historically under-penetrated segmentOrchestrate internal resources (SEs, BDRs, marketing, enablement, legal, leadership) to progress multi-stakeholder opportunities and land/expand within accountsDrive internal alignment and influence: communicate learnings from the field, shape segment positioning, and influence product/enablement priorities to accelerate adoptionMaintain forecasting rigor and CRM hygiene: accurate forecasting, consistent qualification (MEDDICC or similar), and strong opportunity documentationKPIs and ExpectationsConsistent quota attainment: meet/exceed monthly, quarterly, and annual new business targets for the asset management segmentPipeline generation: build and sustain 3x quota pipeline through high-quality outbound, targeted campaigns, and partnership-driven sourcingActivity/coverage: maintain a strong customer-facing cadence (e.g., 10+ qualified customer meetings per week) and prioritize external momentum over internal overheadMessaging excellence: continuously refine segment-specific value messaging and competitive positioning as the market evolvesStrategic rigor: maintain an actionable Territory Business Plan and account plans for top logos; document mutual close plans and next steps in CRMBuilder mindset: contribute to and improve the Project Keystone GTM playbook-what works, what doesn't, and why-so the team scales fasterAbout YouYou're a fit for the role of Senior Sales Executive if your background includes:4+ years of successful B2B software/SaaS sales experiencewith alternative asset managers (private credit, real estate, corporate credit), transactional workflows, outside counsel dynamics, or legal tech/information servicesHigh-agency operator: you create clarity where there isn't any, develop creative solutions, and execute independently without waiting for perfect inputsDrive and resilience: genuine motivation to

Created: 2026-01-26