---
title: 'Cross-Sell Account Executive at Lawmatics'
canonical: 'https://feeny.ai/job/cross-sell-account-executive-lawmatics-san-diego-61axvdk0ppa9'
type: 'job'
last_seen: '2026-10-19'
---

# Cross-Sell Account Executive at Lawmatics

- **Company:** Lawmatics
- **Location:** San Diego, CA
- **Compensation:** $65k–$130k
- **Work type:** hybrid
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-10-19
- **Apply:** https://job-boards.greenhouse.io/lawmatics/jobs/4728975005

## Job description

## The Role

Lawmatics is building a dedicated growth motion inside our existing customer base of 2,500+ law firms. As we continue to expand our product offering to help law firms, we need a full-cycle seller focused entirely on introducing these products to current customers and converting interest into expansion revenue.

The Cross-Sell Account Executive takes ownership of inbound expansion opportunities and pairs that with proactive outbound into the customer base to generate new opportunities. This role sits at the intersection of sales and customer success: every conversation starts from an existing relationship, not a cold prospect, and success depends on knowing the product and the account equally well.

This is a high-volume, fast-cycle, full-ownership sales role. You will run demos daily, manage your own pipeline end to end, and be measured on new monthly recurring revenue (MRR) generated from cross-sell and upsell.

## What You'll Do

- Own the hand-raiser queue: Run product demos for every inbound expansion lead across new product offerings.
- Build outbound pipeline: Run proactive outreach cadences into the 2,500+ account base, using product usage data and account history to identify and prioritize the best-fit expansion opportunities.
- Deliver high-impact product demos: Deliver a consistent cadence of tailored product demos, positioning the right AI products for each account's stage, usage pattern, and business need.
- Own opportunities through close: Manage qualification, demo, proposal, pricing, negotiation, and close.
- Partner cross-functionally: Coordinate closely with Account Managers and Customer Success for account context, health signals, and warm introductions, and route non-expansion issues back to the right team.
- Stay current on product and pricing: Maintain deep fluency in the product roadmap, including new products and pricing models as they launch, and translate that into clear customer-facing value.
- Track and report on your funnel: Maintain accurate pipeline in CRM and report on demos booked, show rate, win rate, and MRR closed against quota.
- Surface field intelligence: Feed customer feedback, objections, and competitive insights back to product and GTM teams to sharpen positioning and pricing.
- Escalate customer concerns with urgency: If a current customer surfaces a concern or issue during a demo or outreach, loop in Customer Success immediately so it gets resolved fast, protecting the relationship and the customer experience ahead of any expansion conversation.

## What You'll Bring

- 2+ years of full-cycle closing experience in a SaaS Account Executive, upsell, or expansion role.
- A track record of managing high-volume, short sales cycles with strong pipeline discipline.
- Comfort with a demo-heavy calendar, multiple product demos daily, without losing quality or personalization.
- Strong outbound instincts: this role is part hunter, part farmer, and requires generating your own pipeline, not just working inbound leads.
- Experience selling into legal tech, practice management, or CRM software is a plus, not a requirement.
- Excellent verbal and written communication, with the ability to translate technical AI product features into clear business value for law firm owners and staff.
- Rigorous CRM hygiene and forecasting habits.
- A collaborative style: this role only works well in close partnership with Account Management and Customer Success.

San Diego pay range $65,000—$130,000 USD

## About Lawmatics

Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership. Firms use Lawmatics to streamline intake, automate tasks, run marketing campaigns, manage referrals, and track growth — all in one AI-powered platform that keeps business moving forward. To learn more, visit [Lawmatics.com](http://Lawmatics.com).

As an equal opportunity employer, we are proud to celebrate diversity and champion an inclusive workplace. No matter who you are, where you're from, who you love, how you think, or what you believe, all are encouraged to apply.

## About Lawmatics

## Company Overview
- **One-liner**: Lawmatics provides an all-in-one AI-powered client relationship management (CRM) and client intake platform specifically designed for law firms.
- **Entity Type**: Private (Series A-II; total raised $17.5M)
- **Headquarters**: La Jolla, California, United States
- **Founded**: 2017
- **Founders**: Matt Spiegel (CEO; previously founded MyCase and ExpoGuru)

## Core Business
- **Primary industry/industries**: Legal technology (LegalTech), Legal CRM, Client Intake Automation
- **Target customers**: B2B – law firms of all sizes (solo practitioners to mid-size and large firms)
- **Mission or purpose**: To revolutionize how law firms grow by automating client intake, marketing, and relationship management so attorneys can focus on serving clients.

## Products & Services
- **Client Intake Software**: Customizable intake forms with automated lead qualification, follow-ups, and scheduling. Includes QualifyAI for agentic lead scoring and prioritization.
- **Legal CRM**: Centralized client relationship management with audience segmentation, automated reminders, and full timeline of every interaction.
- **Marketing Automation**: Create and send newsletters, track campaign ROI, and manage referrals.
- **E-Signature Tool**: Native e-signature for finalizing agreements within the platform.
- **Legal Data Analytics**: Visual dashboards for funnel visibility, staff efficiency, and marketing performance.
- **EngageAI**: AI-powered outreach agents that respond to prospects via email, phone, text, and chat (announced March 2026).
- **MerlinAI**: In-platform copilot that lets users build automations, generate reports, and surface insights via natural language prompts.
- **Integrations**: Connects with calendar tools, virtual receptionists, and practice management platforms (e.g., Filevine, SmartAdvocate).

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total Funding – $17.5M (Series A-II, last raised ~3 years ago)
- **Notable Investors/Partners**: Eniac Ventures, Revel Partners, Forefront Venture Partners, Bridge Investments, The LegalTech Fund, and five other investors. Partnerships with Filevine and SmartAdvocate.
- **Growth Signals**: 
  - Ranked #11 on G2’s 2026 Best Software Awards for Best Legal Software
  - Launched AI suite (QualifyAI, EngageAI, MerlinAI) in March 2026, with QualifyAI winning an Excellence in AI Award
  - Multiple integration partnerships announced in early 2026 (Filevine, SmartAdvocate)

## Competitive Advantages
- All-in-one platform purpose-built for law firms, combining intake, CRM, marketing, e-signature, and analytics — eliminating the need for multiple disjointed tools.
- Native AI features (QualifyAI, EngageAI, MerlinAI) that are deeply embedded in the workflow, giving firms automation without third-party add-ons.
- Founder Matt Spiegel has deep domain experience (founder of MyCase, a leading legal practice management platform).

## Strategic Focus
- **AI-driven automation**: Expanding agentic and generative AI capabilities to handle lead qualification, outreach, and operations.
- **Integration ecosystem**: Deepening connections with major legal practice management software to streamline intake-to-case workflows.
- **Scalability for SMB firms**: Continuing to serve small and midsize law firms that need capacity without adding headcount.

## Why Work Here
- **Culture values**: "Passion, Innovation, Community, Customer Championship" — driven, collaborative, and inclusive environment where diversity is celebrated.
- **Perks**: Flexible paid time off, top-tier medical/dental/vision, company 401k plan, Apple equipment and best-in-class software, regular company outings and events.
- **Work policy**: Hybrid and remote-friendly office based in San Diego, CA (La Jolla).
- **Growth**: Join a funded, fast-growing LegalTech company with a clear product roadmap and strong market recognition.

## Sources
1. [Careers page – Lawmatics](https://www.lawmatics.com/careers)
2. [About Us – Lawmatics](https://www.lawmatics.com/about-us)
3. [Homepage – Lawmatics](https://www.lawmatics.com/)
4. [Greenhouse jobs page](https://job-boards.greenhouse.io/lawmatics)
5. [CB Insights company profile](https://www.cbinsights.com/company/lawmatics)

## Other roles at Lawmatics

- [GTM Enablement Manager](https://feeny.ai/job/gtm-enablement-manager-lawmatics-san-diego-te3t6wbcxk86) — San Diego, CA
- [Implementation Manager](https://feeny.ai/job/implementation-manager-lawmatics-san-diego-tjwgz335sp6r) — San Diego, CA
- [Senior Demand Generation Manager](https://feeny.ai/job/senior-demand-generation-manager-lawmatics-san-diego-ny0wkp20zvk9) — San Diego, CA
- [Customer Success Specialist](https://feeny.ai/job/customer-success-specialist-lawmatics-san-diego-045nvn25qxdy) — San Diego, CA