Actionstep

Drive SaaS sales growth in the legal tech market through prospecting, product demos, and closing deals. | 3+ years SaaS sales experience, knowledge of legal tech and accounting practices, proven demo and presentation skills, ability to work autonomously. | Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Accounting and Legal Practice Management software. We are a fast-growing, dynamic business with a global customer base and team. We are expanding our sales team to drive our business growth in the Emerging Firm Legal market. We are currently looking for a rockstar Account Executive to join the team. Based in the United States, but also with the ability to work remotely, you will have proven SaaS software sales experience in the Legal Industry. In this opportunity, you will help grow the Actionstep Emerging Market customer base in an underserved market of over 400K smaller law firms across the US. As someone who is self-motivated and results orientated, you will generate new customer opportunities through effective prospecting, delivery of outbound activities, solutioning, funnel management, forecasting and closing sales. This is a fantastic chance to make an impact at a successful cloud-based, technology organization. Requirements • 3+ years SaaS sales experience • Experience in Legal Tech • Exposure to and knowledge of the legal accounting practices & technology platforms • Proven experience presenting and leading product demo's • A strong communicator that builds rapport, listens well, and adapts style and approach to suit • Ability to work in a fast-paced environment • Has the ability to research, identify, qualify, drive and close opportunities • Able to work autonomously yet contribute effectively as a team player Benefits We have a fantastic and inspirational working environment! • Robust medical, dental, vision offerings • 401K with company match • Flexible working and PTO • Take your birthday off • Frequent team building events • Fantastic training and development opportunities • 90-100k range

Supporting and improving revenue systems, data, and processes to enable sales execution, forecasting, and growth, with a focus on Salesforce and related GTM tools. | 2-3 years of Salesforce admin experience, strong data and process management skills, and ability to communicate effectively with technical and non-technical stakeholders. | Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Legal Accounting software. We are a fast growing, dynamic business with a global customer base of more than 50,000 and a team of over 250 in the USA, Australia, UK, Canada and New Zealand. Actionstep is expanding its product portfolio and adding richer AI functionality across the platform to deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. This role leads the planning, execution and evangelizing of new product creation for our global markets. THE PURPOSE OF YOUR ROLE The purpose of this role is to support and improve revenue systems, data, and processes that enable sales execution, forecasting, and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliable, accurate, and aligned to support pipeline generation, deal execution, and customer expansion. A key part of this role is partnering with Sales, Marketing, Customer Success, and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication, attention to detail, and a strong service mindset, this role helps build trust in our data, confidence in our systems, and alignment across teams. This role supports the company’s ability to scale by improving how we use technology, automation, and data to enable revenue growth and deliver a better experience for both customers and internal teams. ABOUT YOU You are a commercially minded systems and operations professional who connects the dots between revenue strategy, sales execution, and the technology that enables it. You bring a strong cross-functional mindset, working closely with Sales, Marketing, Customer Success, and Finance to understand needs and translate them into scalable processes and systems. You enjoy turning complexity into clarity — improving data quality, streamlining workflows, and ensuring teams have accurate, actionable information to perform at their best. You communicate confidently with both technical and non-technical stakeholders and take pride in enabling others through better systems and insights. You are excited by modern go-to-market technology, automation, and the potential of AI to improve efficiency, forecasting, and customer experience. You take ownership of your work, follow through on commitments, and hold a high bar for quality and reliability. WHAT YOU WILL BE DOING Salesforce Administration & User Support Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies) Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates Support updates to fields, page layouts, record types, and picklists Escalate architectural or high-risk changes to the Director of Sales Operations Data Quality & Hygiene Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects Assist with duplicate management, normalization, and cleanup efforts Support data imports/exports and enrichment processes Help maintain alignment between Salesforce and connected systems Automation & Process Support Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance Help test and QA changes in sandboxes before production deployment Support documentation of Salesforce processes and system behavior Reporting & Sales Insights Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps Investigate and help resolve data and reporting inconsistencies GTM Systems Support Support operational workflows across the go-to-market tech stack, including but not limited to: Salesforce (CRM, reporting, automation) Outreach (sales engagement and sequencing) 6sense (intent data and account targeting) Ortto (marketing automation) Proposify (proposal generation) Help ensure data flows correctly between systems and flag issues when discrepancies arise Assist with user questions related to these tools and their Salesforce integrations User Enablement Create and maintain Salesforce documentation, process guides, and training materials Support onboarding and training for new Sales team members Promote best practices for CRM usage and data hygiene Relationship Management: Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always. Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner. Professional Development: Actively looking to build own career through delivery of self and assisted professional development initiatives. Being a thought leader both within Actionstep but also in the wider industry. Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required. Continuous Improvement: Proactive in identifying and participating in the continuous improvement of processes and procedures within the Team. Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared. Health & Safety: Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required. Other Responsibilities: Undertaking any other reasonable duties as required EXPERIENCE & QUALIFICATIONS Required 2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior Experience building reports in both Salesforce and excel Strong attention to detail and comfort working with structured data Ability to manage multiple operational requests in a fast-paced, sales-driven environment Strong written and verbal communication skills Strong problem-solving mindset and comfort with ambiguity Comfort communicating with both technical and non-technical stakeholders High degree of ownership and follow-through Eagerness to learn Salesforce and Revenue Operations best practices Basic understanding of sales processes (lead → opportunity → close → onboarding) Preferred Project Management Experience Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms Experience in Sales Operations, RevOps, Business Operations, or Customer Operations This role reports to: ​​Director Sales Operations​ METRICS OF SUCCESS High-quality, reliable data resulting in trusted, accurate reporting, with minimal manual workarounds. Strong system adoption and sales productivity, with consistent usage and positive user feedback. Reliable, well-aligned GTM systems, with minimal integration issues and fast resolution of blockers. Fast, predictable delivery of operational improvements, with a small, well-managed backlog. Scalable, documented, and continuously improving processes and automation. Join our inspirational working environment! We have a fantastic and inspirational working environment! Robust medical, dental, vision offerings 401K with company match Flexible working and PTO Take your birthday off Frequent team building events Fantastic training and development opportunities $70-85k salary range

Define and deliver enterprise-grade SaaS platform features, lead product initiatives from concept to launch, collaborate cross-functionally, engage with customers, and manage product lifecycle and roadmap. | 5+ years in SaaS product management with enterprise-grade feature delivery, strong customer and stakeholder engagement, agile experience, and familiarity with BI tools and regulated environments. | Description The Purpose of Your Role As a Product Manager – Enterprise at Actionstep, your mission is to define and deliver critical platform features that serve the needs of our growing base of larger, more complex legal customers. These features include foundational enterprise capabilities such as Business Intelligence and other business management or scale-related needs specific to mid-sized and large law firms. As Snr. Product Manager – Enterprise, you will take ownership of product initiatives from concept through launch and into post-release refinement and lifecycle management. This role demands strong cross-functional collaboration, a keen understanding of enterprise law firm customer needs, and the ability to prioritize trade-offs for both immediate customer impact and long-term platform scalability. What You Will Be Doing: • In this role, you will be a North America based representative of the global product team, working on global projects and engaging customers, partners and the market on the future of law firm Enterprise Product Ownership: • Own and evolve a number of enterprise-specific product capabilities, particularly our Business Intelligence roadmap, including reporting, dashboards and AI powered platform-wide insights. • Engage directly with large and mid-sized law firms to validate needs and pain points, and translate them into scalable product requirements. • Ensure features are enterprise-ready in terms of scalability, security, configurability, and compliance. Delivery Execution: • Drive initiatives from discovery through delivery using agile and design-thinking practices. • Create clear, well-defined product requirements including PRDs, initiative phases, user stories, specs, wireframes, and user flows. • Collaborate with engineering and design to bring features to life, ensuring technical feasibility and high-quality outcomes. • Oversee testing, documentation, training enablement, and rollout planning to ensure successful launches and customer adoption. Cross-functional Collaboration: • Partner with stakeholders in Engineering, Design, Sales Engineering, Customer Success, and Marketing to ensure alignment and consistent communication across all phases of the product lifecycle. • Serve as a voice of the enterprise customer internally, ensuring that platform investments are driven by real user needs and business outcomes. Strategic Insight & Lifecycle Management: • Maintain ownership of your domain's roadmap, informed by customer feedback, usage data, commercial input, and platform goals. • Contribute to broader company-level planning by surfacing enterprise insights, risks, and emerging needs. • Monitor product usage, customer satisfaction, and technical performance post-launch to drive continuous improvements. Customer & Market Engagement: • Regularly engage with customers to understand evolving requirements, especially those related to insights, predictive AI and operational control. • Stay up to date on legal tech trends, competitive offerings, and broader enterprise SaaS best practices in areas like AI, automation, embedded insights, insight agents. Relationship Management: • Build and nurture strong working relationships with key internal stakeholders and external enterprise clients. • Represent the Product team with professionalism and domain confidence during customer calls, partner discussions, and internal demos. • Support Sales and Customer Success in scoping enterprise requests and setting clear expectations about roadmap direction and feasibility. Requirements About You: • 5+ years in Product Management in a SaaS B2B environment, ideally with experience delivering enterprise-grade platform features, data focused projects, transformational products and the introduction of AI to traditional segments. • Proven success shipping products used by larger organizations, with an emphasis on data, permissions/access adherence and configurability, and cross-department usability. • Strong customer-centric mindset and experience engaging with stakeholders at all levels, including legal IT, compliance, and legal ops teams. • Able to distill complex technical concepts into actionable requirements and explain them clearly to both technical and non-technical audiences. • Experience working in agile product teams, with strong prioritization and execution skills. • Excellent communication, stakeholder management, and presentation skills. Bonus Points: • Experience in legal tech or building tools for highly regulated environments. • Familiarity with Business Intelligence Products such as PowerBI, Tableau, QuickSight • Technical fluency in SaaS architecture, especially as it relates to multi-tenancy, secure integrations, or search infrastructure. • Previous work on global or multi-region product rollouts with compliance considerations (e.g., GDPR, SOC 2, ISO 27001). Benefits We have a fantastic and inspirational working environment! • Robust medical, dental, vision offerings • 401K with company match • Flexible working and PTO • Take your birthday off • Frequent team building events • Fantastic training and development opportunities • 135k-150k salary