Helps facilitate an approach to developing and growing client relationships in multiple industries.
Supports Firm efforts focused on brand visibility and client interaction opportunities.
Maintains action plans for client teams, tracking activities and progress against goals. Reminds Client Relations team members of outstanding items and upcoming deadlines.
Implement and maintain client dashboards in Salesforce.
Assists with drafting of key documents, including relationship overviews, value-add reports, and client growth plans.
Supports Firm events, including client-specific events, regional BD events, and alumni relations events.
Assists in drafting of invitations, creates campaigns in Salesforce, builds mailing lists, attends events and provides on-site assistance, assists with events follow-up.
Coordinates in-house CLE presentations, including direct interaction with clients. Secures CLE credit approval and liaises with clients to plan all logistics and coordinate materials.
Coordinates internal Client Relations Group meetings.

Ideal Candidate

Bachelor’s degree required
3 years’ professional experience required; experience in the field of legal business development preferred.
Experience with Salesforce
Experience with pitches and RFPs

The Phoenix Group

Member since:

July 1, 2023