Minimum of 3–5 years of professional experience in client relationship management, or business development, preferably within a law firm or professional services environment.
Strong commercial awareness and familiarity with the legal sector, corporate structures, and general legal/financial terminology.
Experience utilizing CRM software (e.g. CLIO) alongside Microsoft Office Suite (Word, Excel, PowerPoint).
Education:
Bachelor’s degree in Business Administration, Marketing, Communications, or a related field (Advanced degree or MBA is a plus)
Job Duties:
Recruiting: Finds, screens, and places qualified candidates into open positions.
Strategic Account Management: Develop and execute tailored relationships and growth plans for the firms accounts as an accessible, non-legal contact for key clients.
Collaboration: Work closely with partners and associates to align the firm's resources with evolving client needs.
Proactive Engagement: Cultivate relationships between active legal matters by sharing relevant industry insights and coordinating value-add initiatives.
Business Development Support: Assist partners with strategic pitches, proposal development, and targeted cross-selling of other firm practice areas
Data & CRM Maintenance: Maintain accurate records of client interactions, preferences, key decision-makers, and engagement metrics using CLIO.
Feedback & Reporting: Conduct formal client debriefs, track account revenue performance against goals, and present strategic insights to firm leadership.
Client Event Planning: hosting events for clients to serve as relationship-building activities and maintain contact.
Public Relations: Project the firm’s image through relationships with clients, staff, vendors, and the media.
Firm Communications: Manage databases to distribute newsletters, announcements, client surveys, and other promotions to past, current, and potential clients.
Client relationships: Develop and evaluate client surveys to identify the strengths and weaknesses of their firms to gauge client satisfaction, concerns, and expectations.
Referrals: Track referral sources of new business and maintain positive relations with these sources.
Firm branding: With the assistance of our graphic designers, maintain the firm’s internet presence through print materials, websites, and online directories.
Outreach: Identify and organize speaking engagements, seminars, conferences, and continuing legal education classes to help the firm’s attorneys market their services in their areas of specialty. Coordinating sponsorships
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Client Relationship and Marketing Manager • Irvine, CA, United States