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Client Relations Coordinator

BUSINESS DEVELOPMENT DEPARTMENT MISSION:

The Goulston & Storrs Business Development Department is fast paced, fast moving, exciting and entrepreneurial. Our goal is to set the standard for law firm business development departments. We achieve this through our relationships externally and internally. Our collective commitment, as a team, is to:

  • Provide education to our clients (firm members)
  • Infuse best-practice thinking into all areas of sales and client service
  • Use analysis as the foundation for our approach to the market
  • Create innovative, targeted marketing materials and initiatives
  • Support and enable the firm as a business and community leader

DESCRIPTION:

The Client Relations Coordinator will support the firm’s client service and growth initiatives. Reporting to the Client Relations Manager, the Client Relations Coordinator will be responsible for providing direct support and coordination across a variety of programs, including strategic account management, client feedback interviews, and client service standards.

Candidates must be self-motivated, committed to excellence in the workplace, and attentive to detail. The ideal candidate will thrive in a fast-paced environment, be able to quickly think on their feet, be creative, be proactive and demonstrate the ability to think out of the box. This position requires a high energy level, ability to work overtime when necessary, and occasional business travel.

PRINCIPAL RESPONSIBILITIES:

  • Work with the Client Relations team to document key team activities, processes, and best practices, including evaluating and launching new teams; onboarding new team members; and creating and pursuing team action plans.
  • Manage sponsorship requests for the firm including submitting proposals for approval, tracking requests, and following up on details related to the sponsorship.
  • Support attorneys with client gift requests.
  • Monitor news, earnings, and social media for all client teams and proactively identify ways to get closer to our clients by recommending interactions between them and the firm’s accounts on social media, ensuring team members are informed, and working with practice group management colleagues to find potential intersections between our client teams and practice and industry groups. Follow up to ensure information/opportunities are appropriately leveraged.
  • Identify areas of competitive intelligence, analyze, and conduct as needed, research on our competitors and clients.
  • Develop and update client contact lists and organizational charts.
  • Support periodic assessment of client service and growth initiatives for firm leadership and business development colleagues, including data collection and light analytical work.
  • Ensure effective communication and best practice sharing across client teams.
  • Plan meetings in conjunction with the Client Relations Team Leads and Client Team Leaders, including:
    • Scheduling meetings and booking conference rooms,
    • Maintaining internal team distribution lists,
    • Drafting agendas, and
    • Preparing, updating, and collecting content.
  • Prepare and distribute notes following team meetings to team members, department members, business development committee co-chairs, and appropriate practice group co-chairs.
  • Follow up on action items between team meetings and escalate roadblocks when appropriate to Client Relations Team Leads.
  • Support client feedback interview program in conjunction with Client Relations Team Leads and Co-Managing Directors, including preparing reports, scheduling interviews and internal meetings, and tracking status of interviews and follow up action items.
  • Work with business development colleagues and attorneys to strategize, plan, coordinate, and execute in-person and virtual client events.
  • Collaborate with business development department colleagues to:
    • Identify and pursue synergies between client service and growth initiatives and other practice, industry, and individual business development plans and marketing activities;
    • Ensure client teams are represented at firm events; and
    • Serve as the “face” of the Firm at client events.
  • Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Ability to perform successfully in a fast-paced, intellectually intense, service-oriented environment with people at all organizational levels within and outside of the firm.
  • Strong organizational and project management skills and ability to effectively manage multiple parallel tasks.
  • Proactive, agile, curious, creative, self-starter.
  • Exercises judgment in managing confidential/sensitive information.
  • Comfort working across varying levels of required expertise, from administrative to more advanced work, including research and analysis.
  • Excellent verbal and written communication skills.
  • Strong MS Office skills; some facility with numbers.
  • Periodic travel required (1-5%).

EDUCATION/ EXPERIENCE:

  • 1-3 years’ experience, law firm or professional services experience preferred
  • Bachelor’s degree required.

This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. We are an equal opportunity organization.

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