Account Executive

  • Job #

Lucas Group has partnered with one of their Legal Services clients who is looking to hire an Account Executive in Newport Beach, CA.


  • Close new business to achieve individual and company sales goals
  • Maintain an active pipeline at all times of opportunities in late, middle and early stages of  development
  • Keep opportunities moving through the pipeline without stagnating
  • Schedule multiple appointments (whether phone consultations, online demos or in-person presentations) every week
  • Anticipate approximately two trips out of town per month and maximize efficiency; visit multiple prospects in a single trip.
  • Maintain expert knowledge of how to position the company competitively and contribute to the continual refinement of the company's messaging and positioning.
  • Maintain expert level ability to provide product demonstration suitable for trustees,  administrators and power users
  • Remain in continuing correspondence with newly converted clients following implementation; ensure continuing satisfaction and coordinate with regional VP.  
  • Attend a limited number of trade shows and conferences to represent the company.
  • Develop and execute email blasts, social media updates and marketing activities.
  • Additional responsibilities and special projects, as assigned.