Proactively engage with and educate the family law ecosystem through hosted workshops, webinars, curated conversations, industry conferences, and trainings, building greater visibility of the OFW brand within the community
Generate new sales leads through a mixture of outbound calling and emailing, following up on marketing campaigns
Conduct web-based and in-person product demonstrations
Close new referrers by getting them to refer OurFamilyWizard to relevant cases
Achieve and exceed weekly/monthly metrics and quotas
Manage prospect status and data in HubSpot to ensure that each touch point and communication is logged, recorded, and updated
Maintain and nurture new referrers to turn them into advocates and repeat referrers of OurFamilyWizard
Record and translate learnings and feedback you receive into actionable recommendations for our customer experience, IT, and product teams
Account management is a critical part of the role, ensuring ongoing referrals including account growth, regular check-ins and acting as a trusted advisor.

2+ years of full-cycle sales experience managing the entire process from prospecting through close and ongoing relationship management.
Proven success building and nurturing long-term relationships with partners or clients to drive sustained growth.
Familiarity with CRM platforms (HubSpot preferred) and data-driven sales strategies to manage pipelines, track performance, and identify opportunities.
Strong presentation and consultative communication skills, with the ability to build trust, resonate with legal professionals, and clearly demonstrate how OurFamilyWizard can serve as a valuable solution for their clients.
Curiosity and agility—you’re quick to learn new tools, adapt messaging to your audience, and pivot strategies based on feedback and results.
Exceptional organizational and prioritization skills to manage multiple relationships, travel commitments, and outreach initiatives simultaneously.

Bonus Points:

Advanced credentials (JD, LCSW, MSW, or mediation certification) that build credibility with family law professionals.
Experience developing partnerships, referral programs, or territory expansion strategies.
Prior experience in family law, legal tech, or SaaS sales environments.

Medical: In Tandem pays 100% of the premium for employees AND 99% for all additional family members
401k: Up to a 4% match with immediate vesting
Paid leave for all new parents
Learning & Development stipend for employees
Paid Time Off: 11 Holidays + Winter Break (3 Days) + Volunteer Time Off (1 Day) + Floating Holiday (1 Day)
Personal Time Off:
15 days for 0-1 years of employment
20 days 1-3 years of employment
Supportive and flexible working environment – work from anywhere!

Account Executive

Key skills