Client Development Executive

Harbor Compliance

About The Position

The Client Development Executive (CDE) is a high-impact field sales professional dedicated to cultivating and expanding strategic referral relationships within law firms. You will serve as the primary architect of these partnerships, owning the entire lifecycle from initial trust-building to long-term account management. By engaging with partners, associates, and paralegals, you ensure Harbor Compliance is the preferred partner for core service lines, driving predictable revenue and high-volume fulfillment through a consultative, expert-led approach.

Requirements

Proven track record in field sales, specifically focused on selling to or co-selling with law firms and the legal technology industry.
Demonstrated experience in portfolio management, with the ability to lead a relationship from prospecting through ongoing account growth.
Foundational knowledge of legal filings and corporate services, including UCC, business formations, and registered agent services.
Mastery of modern CRM platforms, such as HubSpot Sales Enterprise or Salesforce, to manage complex sales cycles and data-driven decision-making.
Ability to operate independently in a field-based environment, demonstrating high levels of initiative and resourcefulness to overcome market barriers.
Exceptional organizational skills with a focus on prioritizing high-value activities and managing a disciplined daily work ethic.
Professional assertiveness and the ability to maintain an authoritative presence when communicating with detail-oriented legal practitioners.
A results-oriented mindset with a history of breaking performance records and maintaining high standards of personal accountability.

Nice To Haves

Advanced understanding of the professional services landscape, including experience engaging with accounting or other high-level consulting firms.
Expertise in translating complex regulatory requirements into plain, actionable language for clients.
Proficiency in remote efficiency tools and field sales technology to maintain high productivity while mobile.
Deep commitment to continuous improvement, with an aptitude for utilizing constructive feedback to refine sales tactics and subject matter mastery.

Responsibilities

Execute a high-activity prospecting strategy to identify and secure new business opportunities within the legal sector.
Establish and scale high-volume order flow to ensure long-term territory growth and target achievement.
Own the complete relationship lifecycle for law firm clients, transitioning initial outreach into deeply rooted, high-trust partnerships.
Maintain an elite level of responsiveness, ensuring all partner inquiries receive attention to uphold seamless service delivery.
Drive the adoption of Harbor Compliance service lines across multiple stakeholders within a firm, including partners and legal support staff.
Manage a designated territory and expense budget with precision, focusing resources on high-impact business development activities.
Collaborate with internal fulfillment teams to ensure a smooth handoff and consistent quality for all client transactions.