Marketing and Business Development Coordinator

Chelsea Search GroupSan Francisco, CA

About The Position

Serve as the primary contact for basic collateral requests, including responses to requests for proposals, PowerPoint presentations, and brochures. Handle basic creative requests such as reusable ads for events and sponsorships, coordinating with the Creative Services Manager for customizations. Assist with collateral and invitation development and distribution for events like tradeshows, seminars, webinars, and internal retreats. Manage the development of proposals and customized presentations, utilizing a proposal generation system for information retrieval, managing new inputs from attorneys, formatting, binding, and ensuring proper shipping. Ensure the identification and capture of department/team-specific experience and knowledge (proposals, cases, skills). Manage department/team email distribution lists in the CRM system and maintain department/team events in the master Marketing calendar. Perform target client and practice area research and analysis to support business development activities. Maintain databases of firm expertise using web and database-driven technologies for proposal generation, CRM, website administration, and event management tools. Coordinate multiple resources and inputs from various firm resources (other Marketing Coordinators, Business Development Managers, Communications, Research and Information Services, Resource Center, and outside agencies) to complete activities. Provide thorough and timely reporting to the aligned Manager to ensure execution of assigned activities and support the determination of effectiveness and ROI. Participate in regular Marketing Team discussions for cross-department knowledge sharing, best practices, and lessons learned. Perform other selected projects as needed to assist the Marketing department in delivering superior service.

Requirements

  • Undergraduate degree in Business, Marketing, Communications or related field required.
  • At least 3 years minimum experience with professional services and/or business-to-business marketing – law firm experience preferred; "Big 4" accounting or consulting firms, etc. also relevant.
  • Excellent writing, communication and follow-up skills are essential.
  • Strong computer skills including advanced knowledge of CRM systems (required), MS Office, document management systems, PowerPoint and ability to organize and manage data in Excel, etc.
  • Demonstrated ability to work in team environment, pulling together the resources of the Firm across service lines to support business development efforts (cross-selling, up-selling).
  • Must be a good planner who is very detail-oriented and has the ability to organize and prioritize and meet deadlines with flexibility for shifting demands.
  • Strong communication skills required both orally and in writing.
  • Ability to work independently.
  • Must have flexibility to work overtime as needed to meet deadlines and support business needs.
  • Willing to be action and results-oriented.
  • Willing to gain in-depth working knowledge of legal through continuous learning (i.e., reading, seminars, attorney interviews, etc.) to enhance ability to proactively add value to marketing efforts.

Nice To Haves

  • Collateral and proposal management experience preferred.

Responsibilities

  • Serve as the primary contact for basic collateral requests, including responses to requests for proposals, PowerPoint presentations, and brochures.
  • Handle basic creative requests such as reusable ads for events and sponsorships, coordinating with the Creative Services Manager for customizations.
  • Assist with collateral and invitation development and distribution for events such as tradeshows, seminars, webinars, internal retreats, etc.
  • Manage the development of proposals and customized presentations, including use of proposal generation system to retrieve existing information, manage new inputs from multiple attorneys, format, binding, and ensure appropriate binding and shipping by the Mail Center.
  • Ensure the identification and capture of dept/team-specific experience and knowledge, such as proposals (document and outcome), cases and skills.
  • Manage dept/team email distribution lists in the CRM system.
  • Maintain dept/team events in master Marketing calendar.
  • Perform target client and practice area research and analysis to support business development activities.
  • Maintain databases of firm expertise with web and database-driven technologies required to perform essential job functions, including proposal generation, customer relationship management (CRM), website administration, and event management tools and software.
  • Coordinate multiple resources and inputs from various firm resources, such as other Marketing Coordinators, Business Development Managers, Communications, Research and Information Services, Resource Center, and as needed outside agencies, to complete an activity.
  • Provide thorough and timely reporting to aligned Manager to ensure execution of assigned activities and support the determination of effectiveness and ROI.
  • Participate in regular Marketing Team discussions to facilitate cross-department knowledge sharing and identification of best practices and lessons learned.
  • Perform other selected projects as needed to assist the Marketing department as a team in delivering superior service.
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