Position Details

Type Not Specified

Experience entry

Exp. Years 2+ years

Education Not specified

Category Sales & Business Development

About this role

Rob Levine & Associates is hiring a remote Account Executive to sell medical record retrieval services to personal injury law firms. The role is hunter-focused, emphasizing cold calling, setting meetings, running discovery, and closing deals while building an active pipeline in a CRM.

Key Responsibilities

Cold call law firms across the U.S. and secure appointments
Conduct discovery calls to uncover operational pain points and record volumes
Maintain an active sales pipeline and record activities in CRM
Pitch medical record retrieval solution and close sales meetings
Collaborate with internal teams for seamless onboarding transitions

Technical Overview

No engineering stack is required; the technical scope centers on sales tooling and demo delivery. The role uses CRM for pipeline management and conducts virtual demos/presentations via Microsoft Teams, with value/ROI messaging for medical record retrieval workflows.

Ideal Candidate

The ideal candidate is an entry-level Account Executive with 2+ years of successful cold calling and B2B sales experience, ideally selling to legal services, SaaS, or healthcare/medical records. They are strong at consultative selling, building a consistent pipeline in a CRM, and closing meetings while delivering virtual demos via Microsoft Teams.

Must-Have Skills

successful cold callingB2B sales experienceclosing dealsactive sales pipelinerecording activities and opportunities accurately in CRMvirtual demos and presentations via Microsoft Teamsexceptional communication skills—both verbal and writtenorganizedself-drivencomfortable working independently in a remote environmentability to close sales meetings

Nice-to-Have Skills

HubSpot experience

Tools & Platforms

CRMHubSpotMicrosoft Teams

Required Skills

cold callingB2B salessales pipeline managementCRMdiscovery callsclosing dealsconsultative sellingvirtual demosMicrosoft Teamsobjection handlingrecord retrieval services selling

Hard Skills

cold callingB2B salessales pipeline managementCRM managementdiscovery calls/meetingsclosing sales meetingsobjection handlingpitching over the phonevirtual demos and presentationsMicrosoft Teamstracking activities and opportunities in CRMrecord retrieval services sellingROI and workflow improvement value sellingevent networking

Soft Skills

highly motivatedself-starterpassion for finding and closing dealsstrong consultative sellingexceptional communication skills (verbal and written)organizational skillsindependent work in a remote environmentfast-paced sales mindsetrelationship buildingability to navigate objections

Industry & Role

Industry Legal Services

Job Function Cold call, qualify, and close new business deals selling medical record retrieval services to personal injury law firms.

Role Subtype Account Executive

Keywords for Your Resume

Account Executivecold callingCold CallB2B salessales pipelineCRMHubSpotHubSpot experiencediscovery callsdiscovery meetingsclosing dealssales targetsconsultative sellingvirtual demospresentationsMicrosoft Teamsobjectionslegal industry eventspersonal injury law firmsmedical record retrieval servicesmedical recordsworkflow improvementsROI

Deal Breakers

2+ years of successful cold calling and B2B sales experience, Ability to close sales meetings (proven track record of closing deals and exceeding targets)

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