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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