Technical Account Executive - DMS & Drafting Solutions

Position Overview

We are seeking a technically fluent and strategically driven Technical Account Executive to drive net-new revenue for our Create+ drafting platform and Document Management System (DMS) integrations within large law firms (50+ attorneys / AmLaw segment).

This is a quota-carrying enterprise sales specialist role focused exclusively on new product sales and expansion opportunities within an existing portfolio of customers. This role partners closely with Lexis Client Managers who maintain the broader firm relationship and renewal responsibility.

The Technical Account Executive serves as the subject matter expert for this technical solution set, leading complex sales cycles that require executive engagement, technical discovery, and cross-functional coordination.

Key Responsibilities

Net-New Revenue Generation
Own and drive all net-new sales opportunities for Create+ and related DMS/API integrations within assigned large law firm accounts. Develop expansion strategies in collaboration with Client Managers while maintaining clear ownership of the opportunity lifecycle from qualification through close.

Technical Sales Leadership
Lead structured discovery conversations to assess firm architecture, document management environments (e.g., iManage, NetDocuments), integration requirements, API considerations, and security protocols. Position Create+ as a drafting and workflow transformation solution aligned to measurable business outcomes.

Executive and Technical Stakeholder Engagement
Engage CIOs, CTOs, Innovation leaders, Knowledge Management teams, Managing Partners, and IT governance stakeholders. Navigate complex enterprise buying processes, including information security review, procurement, and technical validation.

Cross-Functional Collaboration
Partner closely with Client Managers for relationship access and account intelligence while maintaining ownership of the sales motion. Collaborate with Engagement and Customer Success teams to ensure solution alignment prior to implementation. Work with Product and technical teams as needed to address integration requirements and customer-specific considerations.

Pipeline and Commercial Execution
Manage complex, multi-threaded sales cycles with disciplined forecasting and CRM hygiene. Structure and negotiate commercial terms within established company guidelines. Maintain visibility into expansion pipeline and performance against quota.

Qualifications

5+ years of experience in SaaS, enterprise software, or legal technology sales
Demonstrated success in net-new revenue generation within enterprise environments
Experience selling technical solutions that involve integrations, APIs, or workflow platforms
Proven ability to engage executive and technical stakeholders simultaneously
Track record of quota attainment in complex, multi-stage sales cycles
Strong ability to translate technical capabilities into business value narratives

Preferred Experience

Experience selling into AmLaw or large law firm environments
Familiarity with document management systems such as iManage or NetDocuments
Experience with drafting automation, generative AI tools, or enterprise productivity platforms
Experience operating within specialist or overlay sales models

This role is designed for a high-performing enterprise sales specialist who thrives in technically sophisticated environments and is motivated by driving new revenue growth within established strategic accounts.

U.S. National Base Pay Range: $98,500 - $183,000. Total Target Cash Range: $151,700 - $281,500. Geographic differentials may apply in some locations to better reflect local market rates. If performed in Maryland, the base pay range is $103,400 - $192,200, the total target cash range is $159,200 - $295,600.Pay mix between base and variable pay varies based on sales role; please discuss with the recruiter.

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Technical Account Executive - DMS & Drafting Solutions

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About the Role

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Technical Account Executive - DMS & Drafting Solutions