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The Phoenix Group

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Open Jobs:

Open Jobs:

Title: Client Relations Coordinator

Location: San Francisco, California

Schedule: Hybrid | onsite Tuesday, Wednesday, and Thursday

Direct Hire

Compensation range: $55,000 to $70,000 based on experience

Responsibilities:

  • 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

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