Client Relationship and Marketing Manager

JBA International•Irvine, CA

20d•Hybrid

About The Position

The Client Relationship and Marketing Manager develops and manages relationships with the firm’s clients and supports the firm’s marketing and business-development efforts. The role serves as an accessible, non-legal contact for key clients, develops tailored account growth plans, and works with partners and associates to align firm resources with client needs. It also supports strategic pitches, proposals, cross-selling, client engagement, and client feedback and reporting. The position also contributes to the firm’s public relations, communications, branding, events, and outreach. Responsibilities include maintaining client and referral-source information, coordinating client events and sponsorships, managing communications and client surveys, supporting the firm’s internet and print presence, and arranging opportunities for attorneys to speak or participate in professional events.

Requirements

Minimum of 3–5 years of professional experience in client relationship management or business development; the description says experience is preferably within a law firm or professional services environment.
Strong commercial awareness and familiarity with the legal sector, corporate structures, and general legal and financial terminology.
Experience using CRM software such as CLIO and the Microsoft Office Suite, including Word, Excel, and PowerPoint.
Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.

Nice To Haves

Experience in a law firm or professional services environment.
An advanced degree or MBA.

Responsibilities

Find, screen, and place qualified candidates into open positions.
Develop and execute tailored relationships and growth plans for the firm’s accounts, serving as an accessible, non-legal contact for key clients.
Work with partners and associates to align firm resources with evolving client needs.
Cultivate relationships between active legal matters by sharing relevant industry insights and coordinating value-added initiatives.
Assist partners with strategic pitches, proposal development, and targeted cross-selling of other firm practice areas.
Maintain accurate CRM records of client interactions, preferences, key decision-makers, and engagement metrics using CLIO.
Conduct formal client debriefs, track account revenue performance against goals, and present strategic insights to firm leadership.
Host client events as relationship-building activities and maintain contact with clients.
Represent and project the firm’s image through relationships with clients, staff, vendors, and the media.
Manage databases used to distribute newsletters, announcements, client surveys, and other promotions to past, current, and potential clients.
Develop and evaluate client surveys to assess client satisfaction, concerns, expectations, and perceived strengths and weaknesses of the firm.
Track referral sources of new business and maintain positive relationships with those sources.
With assistance from graphic designers, maintain the firm’s internet presence through print materials, websites, and online directories.
Identify and organize speaking engagements, seminars, conferences, and continuing legal education classes to help attorneys market their services in their specialty areas.
Coordinate sponsorships.