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Client Development Executive

Harbor Compliance
2 days ago
Full-time
Remote
United States
Web Development

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.


Key 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.

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.

Skills and Knowledge

  • 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.


Accommodations:

Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.


Compensation: 

Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates.


Additionally, this role might be eligible for discretionary bonuses or commission payments.


Pay Transparency Policy Statement
Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information.


Equal Opportunity Statement

Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.