Marketing and Client Engagement Specialist

Planet Group (United States); Palo Alto (CA); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Planet Group is seeking a Marketing and Client Engagement Specialist for a hybrid role based in Palo Alto or San Francisco. The position involves developing and managing marketing programs, leading client engagement initiatives, and coordinating events that connect lawyers with clients and prospects.

The ideal candidate has 5+ years in professional marketing or business development, strong writing skills, and proficiency with MS Office and CRM systems.

Qualifications

• Bachelor's degree from an accredited university.
• At least five years of professional marketing or business development experience.
• At least two years 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.
• Acts as marketing lead for events and sponsorships with end-to-end coordination.
• Supports client entertainment activities and manages asset allocation.
• Coordinates production and distribution of legal updates to clients and readership reporting.
• Helps manage the office marketing budget and analyzes ROI of initiatives.
• Maintains and leverages the CRM to connect lawyers, clients, and contacts.
• Identifies speaking and credentialing opportunities for lawyers and prepares materials.

Skills

Relationship building

Marketing strategy

Business development

Event execution

Education

Bachelor's degree

Tools

Microsoft Office

Outlook

Salesforce

InterAction

Vuture

Job description

Title: Marketing and Client Engagement Specialist

Pay: $85,000 - $115,000depending on experience

Location: Hybrid (3 days on-site) in Palo Alto or San Francisco

Hours: M-F, 9-5

The Planet Group is seeking a Marketing and Client Engagement Specialist to join one of our clients, an elite global law firm with thousands of lawyers across major financial hubs worldwide, advising leading organizations on complex transactional, regulatory, and litigation matters. as a liaison to the Global Finance Practice.

The Marketing and 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. The 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 regional marketing initiatives.

Marketing and Client Engagement Specialist 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 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

Marketing and Client Engagement Specialist Qualifications

• 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

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