Sales Executive

The Role

The Cashroom Sales Executive is a B2B sales role and is primarily responsible for lead/sales development in both new clients, existing clients and new business opportunities.

Cashroom is on the forefront of legal services and technology innovation, revolutionizing legal accounting worldwide. Our ~150 employees create world-class solutions in legal accounting.

Job Type: Full-time

A competitive salary will be offered, based on experience.

Promotional prospects excellent; progression can be into senior sales roles

Key Responsibilities:
  • Prospect meetings via phone and email to educate customers and uncover business opportunities
  • Developing and implementing sales strategy
  • Use tools like LinkedIn Sales Navigator to identify and qualify decision-makers who require Cashroom services
  • Call on event leads (trade shows, webinars, etc.) or targeted accounts to uncover business opportunities
  • Articulate to customers the business and technical benefits of Cashroom services generally and our client portal in particular
  • Interpret customer requirements, and proactively act to identify solutions that meet customer needs
  • Set Discovery Meeting appointments for strategic partnerships
  • Proactive engagement with strategic partners to fuel incremental growth of existing contracts
  • Regular communication of latest software release functions to keep customers updated on how to best utilize the portal, and send appropriate communications that will interest customers
  • Ensure that the customer receives and acknowledges delivery of support
  • Work closely with SEs and Services to ensure customers are receiving support and training
Key Attributes:
  • Technically adept to be able to independently seek out and qualify customers for product fit and applicability
  • Strong written and verbal skills
  • Extremely well organized and able to manage multiple open customer engagements
  • Effective at selling the value of Cashroom service contracts, training, and consulting services
  • Effective at probing for upsell and cross-sell opportunities
  • Business acumen to be able to discuss the business impacts and benefits of Cashroom products and services
  • Goal oriented with a strong sense of urgency
  • Passion for Customer Satisfaction
  • Skilled in Microsoft Office Products
  • LinkedIn, ZoomInfo, Outreach, phone experience is desirable
  • Adheres to the Standards of Business Conduct
  • Team player and partners well with immediate sales team and other internal resources.
What we can offer you:
  • 30 days annual leave (including Bank Holidays)
  • Great scope for performance related progression
  • A flexible office / working from home environment
  • Company Pension Plan
  • Death in Service
  • Critical Illness
  • Income Protection
  • Medical Cashplan
  • Employee Assistance Programme
  • Salary Exchange
  • Perkbox
  • Financial Wellness Programme
  • Casual dress
  • Company pension
  • Employee discount
  • On-site parking
  • Wellness programme
  • Work from home


  • Monday to Friday

To apply for this job role please email your CV to and a member of our team will be in touch.

About Us:   Cashroom is an award winning business with offices in Skelmersdale and Livingston and we welcome applications from all areas, as this role can be home based. Our mission is simple – We want to revolutionise legal accounting worldwide.                            
  • We provide outsourced legal cashiering, bookkeeping, management accounting, statutory accounting, payroll, and other business process consultancy services to Law Firms throughout the UK.
  • We continue to experience significant business growth with our list of clients growing monthly.
  • We want you to help us deliver that growth in terms of servicing clients, identifying and delivering business efficiencies, and creating the capacity for continued success in the future.
  • We know that passionate and driven people perform to their best when they’re all pulling in the same direction, which is why we strongly believe in our Cashroom Values. These outline what we are, how we do things and where we want to be.

Cashroom Values


See possibilities not problems


Everyone is important

Trust, Care & Respect 

We trust, care and have respect for each other and our clients

Innovation & Transformation

Don’t be afraid to challenge

Loyalty & Commitment

We care and take pride in what we do

Scottish Office
  • Craglea House Quarrywood Court, Livingston Village, Livingston.
    West Lothian.
    EH54 6AX
  • 01506 401289
English Office
  • Suite B, West Lancashire Investment Centre, Maple View, Skelmersdale, Lancashire.
    WN8 9TG
  • 01695 550950
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