Jacob Davis
Pflugerville,TX
Summary
Innovative, results-oriented, and strategic executive with deep experience driving software sales while building and nurturing industry relationships instrumental in continuous growth year over year. Identify and leverage key talents to empower team members and achieve goals and common mission. Proven track record in applying legal acumen and technology sales expertise to generate successful business results and drive continuous revenue for clients. Educate attorneys in advancing business operations through technical advancements, such as cloud, artificial intelligence, SaaS, and enterprise software. Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.
Overview
23
23
years of professional experience
Work History
Account Executive
SKRIBE.AI
AUSTN, TX
01.2023 - Current
- Spearheaded formation and leadership of sales team from inception.
- Developed strategies targeting specific geographic and demographic segments, then implemented them to achieve exponential growth.
- Collaborated closely with the marketing team leveraging business education to enhance comprehensive reach.
- Drove a 700% revenue boost within four quarters.
- Conducted market research to identify selling possibilities and evaluate customer needs.
- Developed pricing strategies tailored to individual clients based on their unique needs.
- Generated weekly reports on sales performance against targets for upper management review.
- Analyzed sales space capacities based on system parameters, securing high stock availability.
- Advised customers on best practices regarding product usage or maintenance procedures.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
- Performed product demos at conferences, meetings, seminars, or other venues as necessary.
- Maintained up-to-date knowledge of industry trends and developments.
- Maintained accurate records of all sales activities using CRM software systems.
- Expanded scope to include various practice area verticals.
- Coordinated development initiatives to enhance hybrid and in-person deposition processes.
Field Enterprise Account Executive
CALLOQUY, PBC
Dallas, TX
01.2023 - Current
- Assisted in creating sales and marketing plan for startup remote litigation organization
- Created target firm profile to maximize sales efforts on extremely limited budget by using free tools and existing CRM
- Created proposal to utilize current dearth of certified court reporters to increase company footprint within the Texas Court System
Director of Sales-Legal
EXTERRO
Beaverton, OR
01.2022 - 12.2022
- Tasked with building the Ohio Valley region including Chicago as a viable sales territory for Exterro in the verticals of law firms and legal service providers
- Closed multiple Forensic Tool Kit deals and created additional opportunities through prospecting, trade shows and in person visits
Enterprise Sales Executive
VENIO SYSTEMS
Alexandria, VA
01.2021 - 12.2022
- Responsible for full sales cycle from prospecting, business development, demo of product and closing sale
- Demonstrated and sold both eDiscovery and Legal Hold software to both on premise and SaaS customers
E-Discovery Solutions Director
LEXBE
Austin, TX
01.2018 - 12.2021
- Execute full sales cycle from prospecting to close
- Maintain sales pipelines, lead and train sales associates, and interact with individual contributors to train and develop skill set
- Engage with clients to understand needs and utilize knowledge to customize offerings to meet customer requirements, resulting in additional accounts opened
- Identify expansion opportunities with current accounts through buy-in of new offerings and increased use of platform
- Manage 2 direct reports in all sales management, networking, and client management efforts for law firms, legal departments, and forensic review companies
- Leverage extensive experience in sales and legal operations to understand daily challenges of client base to promote platform as a service (PaaS) or software as a service (SaaS) offerings
- Extended client base from 10 to over 100 through effective prospecting, negotiation, and account management activities
- Generated sales quota of $1.6M annually through consultative selling, client education, and needs assessment; grew quota from $300K annually to $400K quarterly
Account Manager
OFFICE DEPOT
Austin, TX
01.2017 - 12.2018
- Leveraged legal experience to focus sales efforts on law firms while managing several accounts
- Strategized ways to increase market share from competitors
- Oversaw current sales agreements and consulted with clients to identify needs and select appropriate offerings
- Established new law office accounts through effective collaboration with law firms
- Managed sales activities for multiple group purchasing organizations
Director of Legal Sales
SPEAKWRITE
Austin, TX
01.2016 - 12.2016
- Led legal sales efforts, including strategy execution, customer relationship management, negotiation, sales plans, and new business development
- Designed marketing materials and delivered presentations and demonstrations
- Visited customers to develop new opportunities and attended tradeshows to expand network
- Developed framework for firm to become provider for state office of administrative hearings
- Collaborated with external organizations to ensure product utilization and to maximize sales
- Quadrupled new account openings of new defense attorneys with creative strategy in untapped market
- Updated and expanded previous offerings for workers’ compensation to fill gaps in other areas of law
Business Development Manager
INSIGHT (Previously PCM)
Austin, TX
01.2014 - 12.2016
- Directed business development efforts for large clients searching for Microsoft software
- Supervised and mentored team of outside and inside sales representatives
- Managed and expanded accounts to maximize revenue and opportunities
- Trained and coached new sales representatives in all processes, procedures, and policies
- Named top team in Microsoft sales growth for entire year by promoting cross-functional collaboration across global teams to provide coordinated and seamless service
- Surpassed all regions in growth through strategic planning, new business development, relationship building, and effective team leadership
Vendor Funded Software Specialist
DELL, INC.
Round Rock, TX
01.2008 - 12.2014
- Promoted from software sales representative in 2010 based on exceptional abilities, performance, and sales generation
- Partnered with small to enterprise businesses to sell software from major vendors, such as Microsoft, Adobe, Citrix, and Cisco
- Educated clients on virtualization and cloud computing before it was mainstream
- Trained and guided representatives in enterprise sales and small business functions
- Maintained 500 accounts, including federal healthcare, state and local government, and military
- Crafted innovative and responsive spreadsheet tool to identify product needed based on customer requirements
- Recognized with Top Software Representative of Year in 2010 and Horizon Award for being top Citrix representative in 2013
- Met or exceeded $12M quota annually through strategic selling, customer relationship management, and account management
- Achieved 150% of quota in competitive enterprise software market
Litigator
PRIVATE PRACTICE
Dallas, TX
01.2002 - 12.2007
- Maximized legal knowledge and expertise through court of criminal appeals and multiple jury trials while managing own business
Education
MASTER OF SCIENCE - MARKETING
Texas A&M-Commerce
Commerce, TX01.2025
JURIS DOCTOR -
Baylor Law School
Waco, TXMASTER OF BUSINESS ADMINISTRATION -
Texas A&M- Corpus Christi
Corpus Christi, TXBACHELOR OF ARTS - POLITICAL SCIENCE, MINOR IN PSYCHOLOGY
Texas State University
San Marcos, TXSkills
- Strategic Direction
- Operations Management
- Business Growth Strategy
- Legal SaaS Proficiency
- Sales Growth Strategies
- Direct Sales
- Presentations
- Client Engagement Strategies
- B2B Sales and Marketing
- Sales presentation
- Relationship building and management
- Systems and software expertise
- Progress reporting
- Forecast preparation
- Pipeline management
- Sales proficiency
- Budget management
- Business development
- Business growth opportunities
- Account management
- Negotiation skills
- Needs assessment
- Goals and performance
- Customer relationship management
- CRM software expertise
- Marketing strategy implementation
- Sales strategies implementation
- Sales target monitoring
- Territory management
- Strategy implementation
- Written and verbal communication
- Sales methodologies
- Strong presentation skills
- Sales strategies
- Strong relationships
- Account oversight
- Customer presentations
Timeline
Account Executive
SKRIBE.AI
01.2023 - Current
Field Enterprise Account Executive
CALLOQUY, PBC
01.2023 - Current
Director of Sales-Legal
EXTERRO
01.2022 - 12.2022
Enterprise Sales Executive
VENIO SYSTEMS
01.2021 - 12.2022
E-Discovery Solutions Director
LEXBE
01.2018 - 12.2021
Account Manager
OFFICE DEPOT
01.2017 - 12.2018
Director of Legal Sales
SPEAKWRITE
01.2016 - 12.2016
Business Development Manager
INSIGHT (Previously PCM)
01.2014 - 12.2016
Vendor Funded Software Specialist
DELL, INC.
01.2008 - 12.2014
Litigator
PRIVATE PRACTICE
01.2002 - 12.2007
MASTER OF SCIENCE - MARKETING
Texas A&M-Commerce
JURIS DOCTOR -
Baylor Law School
MASTER OF BUSINESS ADMINISTRATION -
Texas A&M- Corpus Christi
BACHELOR OF ARTS - POLITICAL SCIENCE, MINOR IN PSYCHOLOGY
Texas State University
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