Client Engagement Specialist

Esquire Recruiting, LLC; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Global Law Firm in San Francisco or Palo Alto is seeking an experienced Client Engagement Specialist to join the Marketing Department. The Specialist plans and manages a range of marketing activities for the office/region that elevate the Firm’s profile, create opportunities for lawyers to connect with clients and prospective clients, and support the business development objectives of the practices.

This role requires strong working relationships within Marketing and with other departments to

Qualifications

• A bachelor's degree from an accredited university.
• A minimum of five (5) years of professional marketing, business development, or other relevant experience.
• A minimum of two (2) years' experience planning and leading events in a professional services environment.
• Proficiency in Microsoft Office and Outlook.
• Excellent writing and proofreading skills.

Responsibilities

• Develops, plans, leads, and executes Firm-sponsored programs for current and prospective clients.
• Serving as the marketing lead for events and sponsorships.
• Creating event plans and managing critical dates and timelines.
• Drafting and managing internal and external communications related to the program, including coordinating with the Digital Marketing team on postings to the Firm’s website and social media channels.
• Collaborating with other Client Engagement team members and relevant practice/industry BD and Marketing liaisons on event logistics, including invitations, guest lists, speaker invitations and prep, handout materials, nametags, site management, visual presentations, and follow-up.
• Supports the office/region’s client entertainment activities, including management of the Firm’s ticket assets and allocation system.
• Coordinates the production and distribution of various legal updates sent to clients, including formatting documents for print, web, and email, obtaining appropriate approvals from lawyers and colleagues, posting them to the website and other databases, and creating post-distribution readership reports.
• Helps prepare and manage the office marketing budget; tracks and analyzes office/regional initiatives, evaluating the ROI of activities to recommend and plan future efforts.
• Supports the maintenance of and engagement with the Firm’s CRM system in the office/region, and leverages the system to connect lawyers, clients, and other contacts.
• Identifies, tracks, and secures relevant speaking and other credentialing opportunities for lawyers in the office/region; creates relevant materials to support those efforts.
• Assists in the onboarding and integration of new lawyers and lateral partners
• Assists in the development and execution of lawyer workshops on developing a professional biography and LinkedIn profile
• Works on special projects as requested by the Client Engagement Manager and office leadership

Skills

Strong organizational skills

Strong attention to detail

Good judgment

Strong interpersonal communication

Analytical and problem-solving skills

Harmonious collaboration

Discretion and confidentiality

Managing multiple projects

Excellent writing and proofreading

Education

Bachelor's degree

Tools

Microsoft Office

Outlook

Job description

HOURS: Standard business schedule, although hours may vary depending on events.

HYBRID: 3 days a week in-office/ 2 days remote

Client Engagement Specialist | Global Law Firm| San Francisco or Palo Alto

Our prestigious and globally recognized AM LAW 50 law firm client is hiring an experienced law firm Client Engagement Specialist to work from either their SF or Palo Alto offices. The Client Engagement Specialist is a key team member within the Marketing Department. The Specialist plans and manages a range of marketing activities for the office/region that elevate the profile of the Firm in the market, create opportunities for lawyers to connect and build relationships with clients and prospective clients, and support the business development objectives of the practices in the office/region. This role requires the development of strong and effective working relationships within the Marketing Department, as well as with other administrative departments and lawyers, to ensure the success of our client firm’s regional marketing initiatives. Our client firm is offering a highly competitive salary, bonus and benefit package.

DUTIES AND RESPONSIBILITIES:

• Develops, plans, leads, and executes Firm-sponsored programs for current and prospective clients
• Serving as the marketing lead for events and sponsorships
• Creating event plans and managing critical dates and timelines
• Drafting and managing internal and external communications related to the program, including coordinating with the Digital Marketing team on postings to the Firm’s website and social media channels
• Collaborating with other Client Engagement team members and relevant practice/industry BD and Marketing liaisons on event logistics, including invitations, strategic development of guest lists, speaker invitations and prep, handout materials, nametags, site management, visual presentations, and follow-up
• Supports the office/region’s client entertainment activities, including management of the Firm’s ticket assets and allocation system
• Coordinates the production and distribution of various legal updates sent to clients, including formatting documents for print, web, and email, obtaining appropriate approvals from lawyers and colleagues, posting them to the website and other databases, and creating post-distribution readership reports
• Helps prepare and manage the office marketing budget; tracks and analyzes office/regional initiatives, evaluating the ROI of activities to recommend and plan future efforts
• Supports the maintenance of and engagement with the Firm’s CRM system in the office/region, and leverages the system to connect lawyers, clients, and other contacts
• Identifies, tracks, and secures relevant speaking and other credentialing opportunities for lawyers in the office/region; creates relevant materials to support those efforts
• Assists in the onboarding and integration of new lawyers and lateral partners
• Assists in the development and execution of lawyer workshops on developing a professional biography and LinkedIn profile
• Works on special projects as requested by the Client Engagement Manager and office leadership

REQUIREMENTS:

Required:

• A bachelor's degree from an accredited university
• A minimum of five (5) years of professional marketing, business development, or other relevant experience
• A minimum of two (2) years' experience planning and leading events in a professional services environment
• Proficiency in Microsoft Office and Outlook
• Excellent writing and proofreading skills

Preferred:

• Strong understanding of social media platforms and digital marketing
• Advanced knowledge of marketing databases and technologies to track, maintain, and disseminate content, such as Vuture, Salesforce, and InterAction
• Solid understanding of the competitive landscape in the local/regional market

OTHER SKILLS AND ABILITIES:

The following will also be required of the successful candidate:

• Strong organizational skills
• Strong attention to detail
• Good judgment
• Strong interpersonal communication skills
• Strong analytical and problem-solving skills
• Able to work harmoniously and effectively with others
• Able to preserve confidentiality and exercise discretion
• Able to work under pressure
• Able to manage multiple projects with competing deadlines and priorities