Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Jameson Moyer

Jameson Moyer

Mt. Juliet,TN

Summary

Self-motivated and dependable Senior Account Executive with over 11 years of experience strengthening customer relationships and promoting company offerings. Strong active listening and persuasion skills. Adaptable and inspired by new challenges. Well versed at tackling new problems on a daily basis that demand a quick learning curve.

Overview

15
15
years of professional experience

Work History

Senior Account Executive

Thomson Reuters
11.2023 - Current
  • Sold transactional and complex, consultative sales to law firms ranging in size 11 to upward of 300 attorneys
  • Directed ownership for defined territory by providing a high degree of prospecting activity to find and build opportunities
  • Utilized complex sales skills to execute and educate prospects to logical decisions, engage in a relationship and sell multiple products including generative AI enabled content solutions and software products
  • Managed relationships of customers post initial sale for upsell
  • Utilized Salesforce effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
  • Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
  • Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.

Senior Account Executive

Casetext, Inc.
02.2022 - 11.2023
  • Finished 2023 with highest amount of revenue generated and total new accounts companywide which led to $650 million dollar acquisition by Thomson Reuters
  • Led product demonstrations with attorneys at firms and corporations across the United States
  • Managed an entire sales cycle from inception to closure to up-selling including: prospecting, qualification, discovery, evaluation, proposal, justification, close, and handoff to Client Management.
  • Conducted outbound & inbound lead maturation and opportunity development to build consistent and sustainable pipeline and quota attainment.
  • Drove company revenue growth by meeting and exceeding quota on both a monthly basis
  • Collaborated cross departmentally to improve Casetext products, go to market messaging, and ensuring a world class customer experience
  • Owned product upsells and upgrades within my closed won book of business
  • Was largely involved with launch of CoCounsel and engaging with attorneys from Day 1 of launch

Sales Manager

U.S. Health Advisors
03.2018 - 02.2022
  • Exceeded company sales goals for new policies in half the time that was required at the 13 week, 26 week and one year timeframes
  • Helped individuals, businesses and families select the most appropriate policies for health, life and disability
  • Oversaw and coordinated the sales team activities of over 40 team members
  • Established sales quotas and goals for the team as well as each team member
  • Analyzed sales statistics to identify areas for improvement
  • Tracked results and trends regularly for business forecasting
  • Maintained knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs
  • Reported on team and individual performance
  • Build and form new partnerships with potential clients
  • Liaison between clients, producers and insurance company representatives
  • Maintained strong knowledge of all products, pricing and policy features for available products
  • Sourcing, attracting, interviewing and selecting quality individuals to join team
  • Mastery in all areas of an Agent

Legal Operations Manager

Law Offices of Robert H. Moyer
06.2012 - 04.2019
  • Met with all prospective clients
  • Researched legal authority, black letter law, and compared case fact patterns to precedential cases to determine probable outcomes
  • Handled legal research via Fastcase, LexisNexis, Westlaw, United States Code & Tenn. Code
  • Facilitated timely court proceedings by processing documents such as complaints, subpoenas, summons, appeals, interrogatories and motions
  • Successfully handled foreclosure, eviction and collection cases Drafted comprehensive and succinct legal memoranda to summarize legal findings
  • Advised clients on upcoming Section 341(a) meetings and answered questions regarding proceedings
  • Independently managed large case load effectively (2,000-2,500 cases regularly)
  • Drafted & confirmed plans of reorganization, negotiated plan treatment, handled claims litigation and defended stay relief actions
  • Maintained phone and email correspondence effectively and respectively with bankruptcy court deputies & staff, judge clerks, creditor rights attorneys, and all clients
  • Managed company operations with responsibility for profit and loss, scheduling, training and inventory control
  • Worked within strict deadlines using proper time management

Management and Program Analyst

Department of Veteran Affairs
03.2009 - 06.2012
  • Performed data analysis and provided solutions using a variety of tools
  • Evaluated on a quantitative or qualitative basis, the effectiveness of patient care systems
  • Prepared presentations to relay program changes, growth and possible future short falls to upper management and facility staff
  • Developed, analyzed, evaluated, advised on, or improved the effectiveness of work methods and procedures, organization, manpower utilization, information and document systems, and similar functions
  • Performed data mining and reporting, and program development for designated content areas and facility assignments
  • Established means of data retrieval to performed assigned tasks
  • Responsible for random system auditing to ensure data being used is accurate and complete
  • Served as subject matter expert to assigned clinic teams/staff/leadership regarding clinic management data analysis, operations management, and advanced access strategies designed to improved assigned program effectiveness

Education

J.D. - Law

Nashville School Of Law
Nashville, TN
05.2016

Bachelor of Science - Business Administration

Middle Tennessee State University
Murfreesboro, TN
05.2012

Skills

  • Deep legal and sales background
  • Territory Development
  • Excellent Communicator
  • Sales Quota Achievement
  • Proficient with Microsoft Office/Adobe
  • Time Management Skills
  • Contract Negotiation/Review/Drafting
  • Proficiency in SalesForce/Hubspot
  • Leadership
  • Product Demonstrations
  • Team Collaboration

Affiliations

  • Casetext Account Executive of the Year 2023
  • Earned Sales Team of the Month in the Region 70% of the time over a 4 year period at U.S. Health Advisors

Timeline

Senior Account Executive

Thomson Reuters
11.2023 - Current

Senior Account Executive

Casetext, Inc.
02.2022 - 11.2023

Sales Manager

U.S. Health Advisors
03.2018 - 02.2022

Legal Operations Manager

Law Offices of Robert H. Moyer
06.2012 - 04.2019

Management and Program Analyst

Department of Veteran Affairs
03.2009 - 06.2012

J.D. - Law

Nashville School Of Law

Bachelor of Science - Business Administration

Middle Tennessee State University

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Jameson Moyer