A bachelor's degree in marketing, business, communications, liberal arts, or a related field is preferred.
Two to four years of experience in business development, marketing, client relations, event management, or a related role.
Experience working with a customer relationship management (CRM) system is required; HubSpot experience is strongly preferred.
Strong proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and Teams.
Strong organizational and project management skills, with attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple projects, deadlines, and stakeholders simultaneously.
Ability to work effectively with attorneys, executives, clients, referral sources, and vendors.
Ability to take ownership of assignments and follow projects through completion.
Comfort learning new technology and using data to track activity and results.
Ability to exercise professionalism, discretion, and sound judgment when handling confidential information.
Availability for occasional early-morning or evening events and local travel as needed.
Responsibilities
Administer HubSpot CRM for DBL Law and Excel Title Services and maintain accurate 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, and help attorneys and leadership enter and manage related information.
Support CRM training, best practices, ongoing user adoption, and improvements to CRM processes, workflows, and reporting.
Produce regular reports on business development activity, pipeline, engagement, and results.
Coordinate client events, seminars, webinars, receptions, sponsorships, and community programs, including logistics, vendors, invitations, registration, attendees, materials, and audiovisual needs.
Build and manage invitation lists through the CRM; track RSVPs, attendance, engagement, sponsorship deliverables, expenses, and deadlines.
Provide on-site event support as needed and lead post-event follow-up, including CRM updates and coordination of appropriate business development follow-up.
Assist in evaluating event and sponsorship participation and return on investment.
Support attorneys and practice groups in executing business development plans, identifying target companies, contacts, industries, and referral sources, and conducting basic client, prospect, industry, and competitive research.
Prepare background information, relationship intelligence, and meeting materials for client and prospect meetings; coordinate follow-up after meetings, introductions, and networking activities.
Track business development commitments and next steps, and support cross-selling by identifying connections between client needs and firm practices and attorneys.
Assist with proposals, requests for proposals (RFPs), pitch materials, and client presentations.
Maintain attorney biographies, practice descriptions, representative experience, and reusable proposal and credential materials; coordinate information and deadlines among attorneys and departments.
Proofread and review business development materials for accuracy, consistency, and brand standards.
Support Excel Title Services growth initiatives and relationships with real estate professionals and referral partners, maintaining CRM records and prospect pipelines for Realtors, lenders, builders, developers, attorneys, and other referral sources.
Research prospective referral relationships and business opportunities; assist with outreach campaigns, meetings, presentations, events, and industry networking activities.
Coordinate follow-up with prospective and existing referral partners, track referral activity, and identify trends, opportunities, and areas for increased engagement.
Work with Excel Title leadership and team members to support the experience from initial relationship development through closing.
Collaborate with the Marketing and Business Development team on campaigns, client communications, and initiatives supporting business development objectives.
Maintain the firmwide marketing and business development calendar and assist with attorney onboarding related to biographies, contacts, memberships, business development plans, and CRM information.
Coordinate with outside vendors and community organizations as needed; assist with budgets, invoices, expense tracking, and administrative processes related to business development activities.
Support special projects and other marketing and business development initiatives as assigned.
Desired Qualifications
Experience in a law firm, professional services organization, financial services, real estate, or title services environment is preferred.
HubSpot experience is strongly preferred.
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 materials.
Coordinate information and deadlines involving multiple attorneys and departments.
Proofread and review materials for accuracy, consistency and brand standards.
Excel Title Services Business Development
Support marketing and business development initiatives designed to grow Excel Title Services and strengthen relationships with real estate professionals and referral partners.
Maintain CRM records and prospect pipelines for Realtors, lenders, builders, developers, attorneys and other referral sources.
Research and identify prospective referral relationships and business opportunities.
Assist with outreach campaigns, meetings, presentations, events and industry networking activities.
Coordinate follow-up with prospective and existing referral partners.
Track referral activity and help identify trends, opportunities and areas for increased engagement.
Work closely with Excel Title leadership and team members to support an excellent experience from initial relationship development through closing.
Marketing & Department Support
Collaborate with the Marketing & Business Development team on campaigns, client communications and other initiatives that support business development objectives.
Help maintain the firmwide marketing and business development calendar.
Assist with attorney onboarding as it relates to biographies, contacts, memberships, business development plans and CRM information.
Coordinate with outside vendors and community organizations as needed.
Assist with budgets, invoices, expense tracking and administrative processes related to business development activities.
Support special projects and other marketing and business development initiatives as assigned.
Qualifications
Bachelor’s degree in marketing, business, communications, liberal arts or a related field preferred.
Two to four years of experience in business development, marketing, client relations, event management or a related role.
Experience in a law firm, professional services organization, financial services, real estate or title services environment is preferred.
Experience working with a CRM required; HubSpot experience strongly preferred.
Strong proficiency with Microsoft Outlook, Word, Excel, PowerPoint and Teams.
Strong organizational and project management skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple projects, deadlines and stakeholders simultaneously.
Strong interpersonal skills and the confidence to work effectively with attorneys, executives, clients, referral sources and vendors.
Self-starter who takes ownership of assignments and follows projects through completion.
Comfortable learning new technology and using data to track activity and results.
Ability to exercise professionalism, discretion and sound judgment when handling confidential information.
Availability for occasional early-morning or evening events and local travel as needed.
What Success Looks Like Success in this position means our attorneys and business leaders have stronger business development support, our CRM contains reliable and actionable information, events consistently lead to thoughtful follow-up, business development opportunities are tracked rather than lost, and DBL Law and Excel Title Services are increasingly intentional and measurable in how they build and grow relationships.
BENEFIT PROGRAM Featured benefits for full-time team members include:
Health, dental, and vision insurance
Life and disability insurance
Critical illness, accident, and hospital indemnity insurance
Pet insurance and pet discount program
Paid time off
COMPANY OVERVIEW
Celebrating over 65 years of excellence, DBL Law is one of the largest firms in Louisville and Greater Cincinnati and the largest Northern Kentucky-based law firm. In addition to practicing law, DBL is focused on improving the community by encouraging all its lawyers and staff to serve on the boards of numerous charitable and non-profit organizations. DBL is an equal opportunity employer. Our Diversity and Inclusion Committee works to improve both diversity and inclusion, both in the firm and within its surrounding communities. For more information on DBL Law, please visit our website at www.dbllaw.com.
DBL Law provides a competitive salary, good benefits, pleasant working conditions, and the opportunity to work on often high-profile and exciting cases.
BENEFIT PROGRAM
Featured benefits for full-time team members include:
Health, dental, and vision insurance
Life and disability insurance
Critical illness, accident, and hospital indemnity insurance
Pet insurance and pet discount program
401(k) plan
Paid time off
Generous holiday schedule
Equal Opportunity Employment
DBL Law and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation.