Position Summary
DBL Law and Excel Title Services are seeking a highly organized, proactive and relationship-minded Marketing & Business Development Specialist to support the organizations’ marketing, business development, client engagement and growth initiatives.
Working closely with the Marketing & Business Development Department, attorneys, leadership and the Excel Title Services team, the Marketing & Business Development Specialist will help turn business development strategy into action. The position will play a central role in managing the organizations’ CRM, coordinating client and prospect events, supporting attorney and practice group business development, tracking opportunities and follow-up, and helping strengthen relationships with clients, prospects and referral sources.
The ideal candidate enjoys managing details, working with people and keeping multiple initiatives moving forward. This individual should be comfortable working with attorneys and business leaders, managing technology and data, coordinating events from beginning to end, and following through to make sure opportunities do not get lost after a meeting, event or introduction.
Key Responsibilities
CRM & Business Development Operations Serve as a primary day-to-day administrator and champion of HubSpot CRM for DBL Law and Excel Title Services.
Maintain accurate and complete client, prospect, referral source and organization records.
Monitor CRM data quality and work with attorneys and team members to improve adoption and data completeness.
Create and maintain contact lists, target lists, pipelines, reports and dashboards.
Track business development activities, opportunities, referrals, meetings and follow-up.
Assist attorneys and leadership with entering and managing contacts and business development activity.
Support CRM training, best practices and ongoing user adoption.
Identify opportunities to improve CRM processes, workflows and reporting.
Produce regular reports regarding business development activity, pipeline, engagement and results.
Events, Sponsorships & Client Engagement Coordinate DBL Law and Excel Title Services client events, seminars, webinars, receptions, sponsorships and community programs.
Manage event logistics including venues, catering, invitations, registration, attendee lists, nametags, materials, audiovisual needs and vendor coordination.
Build and manage invitation lists through the CRM.
Track RSVPs, attendance and engagement.
Coordinate sponsorship deliverables including registrations, advertisements, signage, guest lists and deadlines.
Provide on-site support for events as needed.
Lead post-event follow-up, including updating CRM records, identifying business development opportunities and helping attorneys and team members execute appropriate follow-up.
Track event and sponsorship expenses and assist in evaluating participation and return on investment.
Attorney & Practice Group Business Development Support attorneys and practice groups in executing individual and group business development plans.
Help identify target companies, contacts, industries and referral sources.
Conduct basic client, prospect, industry and competitive research.
Assist with preparing for client and prospect meetings, including background information, relationship intelligence and meeting materials.
Help coordinate follow-up after meetings, introductions and networking activities.
Track business development commitments and next steps to help maintain momentum and accountability.
Support cross-selling initiatives by helping identify connections between client needs and DBL Law practices and attorneys.
Pitches, Proposals & Business Development Materials Assist with the preparation and coordination of proposals, RFP responses, pitch materials and client presentations.
Maintain current attorney biographies, practice descriptions, representative experience and other business development content.
Help organize and maintain reusable proposal and credential…