• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical. • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Generate and qualify new leads through phone, email and social media • Build and nurture relationships with prospective clients • Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline • Track and report all prospecting and sales activities in a CRM and other marketing automation tools • Help manage marketing campaigns • Qualify calls for Account Executives • Partner with clients to understand their organizational needs and recommend solutions that add value to their business

• Exceeding your number- Winning new enterprise logos • Forecasting correctly, communicating clearly, aligning brilliantly with the rest of the team • Not being afraid of being data driven - including using Salesforce and other tools to track your progress • Managing full sales cycle from prospect to close • Collaborating with other teams, including sales engineering and sales development

• Drive new business growth by identifying and pursuing revenue-generating opportunities in California • Lead on-site and remote customer meetings, delivering compelling presentations and product demonstrations • Attend tradeshows and industry events to generate leads and foster relationships with potential clients • Deliver standard and customized product demonstrations in collaboration with your Sales Engineering team • Collaborate with sales engineers to manage and execute Proof of Concepts • Take the lead in coordinating RFX responses • Collaborate with technical support, engineering, and service resources for seamless integration and deployment