Joey Perez

Joey Perez Email and Phone Number

Vice President - Sales and Marketing @ ECFX
San Clemente, CA, US
Joey Perez's Location
San Clemente, California, United States, United States
About Joey Perez

With over 30 years of experience in providing advanced technology solutions through direct sales and strategic partnerships, Joey is a proven and dedicated revenue leader. At Trellis, Joey brings his proven experience to develop GTM strategies to Trellis to scale their AI-powered state trial court data (and soon federal courts) and insights platform. Joey reports directly to both Co-Founders of Trellis and is responsible for all revenue-generating processes and strategies in the Private Sector Legal Market (Law Firms and Corporate Legal). Joey has played a key role in driving and securing partnerships with LegalTech leaders including, Thomson Reuters, Aderant, Litera, Elite, Intapp, and OpenText.Joey's mission is to align the customer's experience with the company's revenue goals, and to deliver strong ROI to law firms and corporate legal departments. Joey leverages his expertise in both GenAI and ML AI, business development, customer relationship management, and workflow process improvement to create and execute effective growth plans, conduct annual business reviews, lead contract negotiations, and identify and develop relationships with key strategic decision-makers. Joey is also certified in cybersecurity awareness, ensuring that he adheres to the highest security standards and practices. Joey is passionate about golf and enjoys playing and watching the sport in his spare time.

Joey Perez's Current Company Details
ECFX

Ecfx

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Vice President - Sales and Marketing
San Clemente, CA, US
Website:
goecfx.com
Employees:
31
Joey Perez Work Experience Details
  • Ecfx
    Vice President - Sales And Marketing
    Ecfx
    San Clemente, Ca, Us
  • Trellis Law
    Vice President Of Sales - Private Sector Legal
    Trellis Law Dec 2024 - Present
    Los Angeles, California, Us
    Trellis is an AI-driven, state trial court data and insights platform. Trellis has the largest collection of State court data (and soon Federal) that makes the fragmented U.S. state trial court system searchable through a single interface, offering comprehensive insights into the trial courts with cases, judges, and opposing counsel. Effortlessly automate litigation tasks, track lawsuits across states and stay updated with ongoing litigation documents.To learn more, check out trellis.law!
  • Herculesai
    Vice President - Revenue
    Herculesai Jun 2022 - Dec 2024
    Campbell, California, Us
    Hercules AI is a GenAI company that brings the power of large language models inside the security perimeter of enterprises. Its powerful operating and orchestration platform, Hercules, enables enterprises to quickly create, deploy, and run generative AI apps without compromising security standards. These apps can augment knowledge workers in any domain, resulting in higher revenue, improved profitability, and enhanced worker satisfaction. Hercules AI is currently delivering strong ROI at many Fortune 500 enterprises. To learn more visit https://hercules.ai/.
  • Herculesai
    Vice President Of Business Development And Partnerships
    Herculesai Jun 2020 - Jun 2022
    Campbell, California, Us
  • Aderant
    Director Of Client Management
    Aderant Feb 2020 - Jun 2020
    Atlanta, Ga, Us
    This Director manages the Account Management Team with Client Managers as team members.Deliver the revenue and profit targets Conduct annual business reviews with every client detailing the value they receive from existing subscriptions, and introduce product updates and new products and servicesLead contract re-negotiations creating strategic renewal options leveraging upsell and cross sell options to replace incumbent providers and help the customer receive maximum value by placing more or all their business with ALN for existing and new product linesIdentify, contact and develop relationships with key Strategic Decision-Makers (SDM), undertaking Client Discovery meetings and workshops to gain a clear understanding of the Customer’s challenges, risks and strategic imperatives.Create comprehensive account plans that provide clear strategy for delivery of core objectives, both strategic and tactical, with clear timelines and actionsWork closely with the customer experience team to drive adoption
  • Aderant
    Director Of Strategic Accounts
    Aderant Dec 2016 - Feb 2020
    Atlanta, Ga, Us
    The Director of Strategic Accounts is responsible for leading the sales activities and tasks associated with large accounts, defined by the AM LAW 100 firms, and for all accounts in their region. They will also be responsible for the direction and development of a sales associate in the region. The Director of Strategic Accounts leads and directs sales activities on accounts in his region and all large firms nationally. This includes account prospecting, developing and following up on sales leads, identifying new opportunities, and the developing those deals to close them quickly. Essential Job Functions and Performance Criteria:Leads, coordinating, and oversees the sales in his/her region and larger, AM LAW 100, firms nationally. Directs the activities of a sales associate that is assisting with sales activities in the region. Leads and develops the sales associate and coaches the other account executives. The specific job functions associated with this position include: • Leading the sales of large AM LAW 100 accounts• Leading sales of all accounts in the region they are assigned;• Prioritizing the identification of prospects and sales activities;• Training and assisting all sales team members with demonstration skills;• Closing sales in a timely manner;• Coaching and mentoring the other account executives;• Directly managing the sales associate in their territory; and• Training of additional account executives that may be hired in the future.
  • Aderant
    Senior Sales Executive--Northeast Us
    Aderant May 2013 - Dec 2016
    Atlanta, Ga, Us
    CRITICAL DATES, FORMS MANAGEMENT, & COMPLIANCEExperienced Solutions Professional focused on providing AMLAW 100 Law Firms and Fortune 1000 GC's innovative software and services that will protect the organization from risk and malpractice exposure related to litigation deadlines and forms management. American LegalNet is the premier provider of litigation deadlines and forms management software and has been delivering innovative solutions and content for more than 20 years. To protect the firm, top law firm leaders come to ALN for answers to mitigate calendaring and forms management risk.Joey has 24 years experience in providing advanced technology solutions. Joey's primary goal is to provide the organization's leadership, access to advanced and reliable software designed to provide them with the best value and the highest levels of support addressing Litigation Deadlines Management, Compliance, and Risk Management.His expertise is in leveraging data that resides in the organization's New Business Intake, Conflicts, HR system, and finance applications with ALN's calendaring platform allowing the attorney to get their work done--both efficiently and securely, to increase the profitability of the organization. He works with the organization's leadership--managing partners, operations, and IT to analyze areas of potential improvement that would better the attorney's ability to manage their matters. With this approach, his objective is to provide a true national case management workflow from beginning to end, while managing risk exposure associated to litigation deadlines and forms management.
  • Servient, Inc
    Senior Ediscovery Consultant
    Servient, Inc Sep 2011 - Apr 2013
    Houston, Tx, Us
    Managed data for the purpose of both litigation and eDiscovery. Worked closely with clients to make the process very transparent in the collection and categorization of responsive documents from non-responsive documents. Applied Advanced Machine Learning to the Practice of Law. Servient's Predictive Review Process combines the human element of Document Review with Machine Learning Technology.Servient actively learns from the document decisions made by the legal team during legal review and separates the relevant documents from the irrelevant material. Our Predictive Review Process produces meaningful results after the review of only a modest set of documents (Alpha Set =1,000 docs or 1%). As the legal team reviews more documents, Servient continues to learn and further refines the automated document decisions.As a result, Servient's process allows the legal team to immediately analyze the likely responsive documents at an early stage of the case. No longer must the trial team’s case analysis wait for completion of formal review; it can now be run in parallel.
  • Aderant
    Regional Sales Executive
    Aderant Jan 2003 - Sep 2011
    Atlanta, Ga, Us
    Regional Sales Executive responsible for the Western United States offering Critical Dates Management, Forms Management, Compliance, and Risk Management software for the NLJ 350 Law Firm Market. Joey works with the organization's leadership--managing partners, operations, and IT to analyze areas of potential improvement that would better the attorney's ability to manage their matters. With this approach, his objective is to provide a true national case management workflow from beginning to end, while managing risk exposure associated to calendaring and forms management.
  • Wolters Kluwer
    Regional Sales Executive
    Wolters Kluwer Jan 2001 - Jan 2003
    Alphen Aan Den Rijn, Nl
    Regional Sales Executive marketing legal research services to mid-sized law firm market in the Southern California marketplace.
  • Juritas.Com
    Regional Accounts Manager
    Juritas.Com Jul 1999 - Nov 2000
    Regional Accounts Manager marketing Enterprise Legal Research and Intelligence applications to the AMLAW 100 Law Firm Market.
  • Lexisnexis
    Regional Accounts Manager
    Lexisnexis Mar 1995 - Apr 1999
    New York City, Ny, Us
    Regional Accounts Manager marketing Enterprise Legal Research Services to NLJ 500 law firms in the Southern California marketplace.

Joey Perez Skills

Litigation Support Document Management Legal Research Account Management Enterprise Software Document Review Consulting Efiling Legal Assistance Management Saas Predictive Analytics Litigation Sales Risk Management Professional Services Salesforce.com Solution Selling Business Development Contract Negotiation Crm Leadership Trials Sales Process Litigation/ediscovery Consulting Expert Courts Intellectual Property Process Improvement Customer Service Direct Sales Selling Analysis Databases Edrms Esi Knowledge Management Solution Expert Predictive Review Resource Ediscovery Technology Assisted Review Predictive Technology Technology Solutions

Joey Perez Education Details

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Business/Managerial Economics And International Relations
  • Marquette University High School
    Marquette University High School

Frequently Asked Questions about Joey Perez

What company does Joey Perez work for?

Joey Perez works for Ecfx

What is Joey Perez's role at the current company?

Joey Perez's current role is Vice President - Sales and Marketing.

What is Joey Perez's email address?

Joey Perez's email address is jp****@****ems.com

What is Joey Perez's direct phone number?

Joey Perez's direct phone number is +121332*****

What schools did Joey Perez attend?

Joey Perez attended University Of Wisconsin-Madison, Marquette University High School.

What are some of Joey Perez's interests?

Joey Perez has interest in My Interest Include Finance, World Affairs.

What skills is Joey Perez known for?

Joey Perez has skills like Litigation Support, Document Management, Legal Research, Account Management, Enterprise Software, Document Review, Consulting, Efiling, Legal Assistance, Management, Saas, Predictive Analytics.

Who are Joey Perez's colleagues?

Joey Perez's colleagues are Jona Tancio, Kristen Gutierrez, Ryan Ladisic, Robert J. Williams, Ginger Jin, Niles Ritter, Niles Ritter.

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