Job Description

POSITION PURPOSE AND OBJECTIVES:

Plans, coordinates, and implements the firm’s and individual attorney’s activities with respect to operations, business development, training, management, and client services. Objective is to increase visibility and brand recognition to strengthen and expand the firm’s client base and support the business partners in training and retention of employees and clients. Observes confidentiality of client and firm matters.

MAJOR JOB FUNCTIONS

1. Strategic Planning and Implementation: Develops, implements, and manages the firm’s business development and client services plan consistently with the firm’s strategic plan and policies set by the firm. Supports and facilitates development, implementation, and tracking of business development plans for individual attorneys consistent with the firm’s plan and policies. Participates in the firm’s strategic planning activities with respect to evaluation and improvement of present client relations and services and future business development opportunities and activities.

2. Budgeting: Develops and manages the firm’s business development and client services annual budget.

3. Media/Public Relations: Prepares and manages public relations activities and communications for the firm (or contracts with and provides oversight to outside agencies), including press releases, new attorney announcements and notices, other firm announcements, media materials, and coordination with any outside PR consultants.

4. Newsletters, Brochures and Promotional Materials: Designs (or contracts with and provides oversight to outside vendors to design), updates, and maintains online and print marketing and business development materials for the firm and for attorneys, including firm and attorney profiles, practice descriptions, brochures, and electronic news and also oversees mailing list creation and updates.

5. Photography, Logos, and Promotional Products: Arranges for professional photoshoots and maintains image and logo files. Designs (or contracts for design) and selects products for promotional use at conferences and presentations, etc.

6. Tracking and Reporting: Develops firm databases utilized for attorney information, marketing, business development, public relations and client services and generates reports as requested. Works with the Director of Operations to issue monthly reports, including productivity, collections, accounts receivable, etc.

7. Website and Social Media: Manages the firm’s web site via a content management system, social networking for the firm and its attorneys (LinkedIn, Facebook, etc.), and other electronic communications, including drafting and updating content and images, evaluating effectiveness, drafting and implementing policies, and working with outside technical and design consultants as needed.

8. Firm Memberships: Evaluates and manages all firm memberships and works to take advantage of membership opportunities to enhance the firm’s profile. This item includes working with the Legal Assistant and individual attorneys tracking Florida

Bar CLEs and Florida Bar annual membership renewal.

9. Proposals and Resumes: Supervises and coordinates the firm’s RFP/RFQ protocol process, including soliciting and responding to RFP/RFQ's from appropriate prospective clients and drafting and submitting proposals for new business as needed. Participates in planning and presentation efforts as appropriate (including presentation packets, slides, etc.). Creates and maintains resumes for attorneys.

10. Event Planning/Coordination and Gifts: Manages business development/client services functions, events, and opportunities for the firm, including:

a. Develops, organizes, and provides support for firm receptions, conferences, seminars, retreats and other special firm-sponsored events;

b. Attorney/staff receptions and celebrations (and associated gifts); and

c. Holiday cards, gifts, and thank you gifts for clients or referral sources.

11. Sponsorships and Speaking Engagements: Identifies, evaluates, and makes recommendations for firm/attorney participation in sponsorships, conferences, trade- shows, speaking and writing opportunities, and similar events. Coordinates activities

(RSVPs, promotional products, advertising, presentation slides, etc.) as needed. Promotes speaking engagements as appropriate.

12. Surveys and Assessment: Designs and conducts – or arranges for the design and implementation of – client satisfaction surveys and market research.

13. Coaching/Training Attorneys: Coordinates training in business development and client services for attorneys and staff of the firm. Tracks progress and encourages tailored business development opportunities for each attorney and practice group in all locations. Helps develop and maintain individual business plans. Aides in streamlining attorney/professional staff training seminars and develops schedule/topics. May provide HR support for staff in a coach role. Works with the Florida Bar to make the firm’s in-house training seminars eligible for CLEs.

14. Develop Relationships with Key Organizations: Make contacts and help coordinate OCI's with strategic law schools. Develop Florida Bar calendar/CLE opportunities for attorneys and professional staff. Aides firm leadership in additional practice opportunities and recruiting opportunities.

15. Human Resources Liaison: Acts as the primary liaison between employees and the outside PEO and insurance providers as it relates to firm benefits, eligibility, renewals, etc. Assists the Director of Operations in the onboarding of new employees as necessary.

16. Insurance: Coordinates with outside insurance provider to maintain insurance coverages for the firm and its assets.

17. Account Management: Maintains and manages all firm accounts, including account renewals, accounts receivable and payable, usernames and passwords.

18. Procedure Documentation: Develops and maintains an updated and ongoing operations and business procedure manual that documents “how-to’s” for the firm. The intent is to have a written manual that can be used to facilitate work in the absence of the Legal Assistant or Assistant Director of Operations and as an aid to employee onboarding. This manual is a living document that will require regular updates and additions as new tasks are undertaken.

19. Asset Inventory: Maintains an inventory of all firm physical assets, including office spaces/lease agreements, renewals, vendors, scheduling routine maintenance, asset related accounts, etc., including related LLCs associated with assets.

20. Accounts Payable: Interfaces with the outside bookkeeping service to ensure accounts payable invoices and employee reimbursements are paid timely, monthly/quarterly/yearly financials are prepared.

Job Type: Full-time

Pay: $70,000.00 - $105,000.00 per year

Benefits: