Business Development Specialist

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Identify, assess, and cultivate relationships with professionals who assist individuals during family transitions, including financial advisors, CPAs, therapists and counselors, real estate agents, mortgage lenders, insurance agents, and divorce coaches.

• Keep an up-to-date, vetted referral directory for each office.

• Organize regular meetings, lunches, and check-ins with partners, ensuring that every relationship and referral is tracked in HubSpot.

• Report on which partners are generating business for the firm and which are receiving referrals.

• Identify, plan, and participate in networking events.

• Develop CLE and continuing-education sessions, as well as community sponsorships for each market.

• Coordinate educational events with partners and firm attorneys for prospective and current clients.

• Partner with the marketing team and collaborators on co-branded content and event promotion.

• Create a strategy to introduce current and former family law clients to additional firm services, starting with estate planning.

• Determine the timing and method for approaching clients following significant milestones such as a finalized divorce, custody order, or remarriage.

• Collaborate with the CSC sales team and attorneys to ensure smooth handoff and tracking of cross-sell leads to retained matters.

• Provide monthly reports on referral partner activity, referrals sent and received, cross-sell consultations and retentions, along with associated revenue.

⛳️ Requirements

• A minimum of 5 years of experience in business development, referral marketing, or client relationship roles; experience in legal, financial services, or other professional services is preferred.

• At least 2 years of team management experience, including responsibilities for hiring, coaching, and goal-setting.

• A proven track record of establishing referral relationships that yield measurable business results.

• Ability to engage in consultative discussions on sensitive topics with genuine empathy for clients undergoing family transitions.

• Familiarity with CRM tools; experience with HubSpot is a plus.

• Exceptional organizational skills and the ability to manage numerous relationships across various markets.

• Willingness to travel frequently between offices and attend some evening events.

• Experience within a law firm or familiarity with attorney marketing regulations is advantageous.

• An established network of financial advisors, therapists, or other partners in one or more of our markets is a plus.

• Experience in cross-selling services such as estate planning, insurance, or financial planning is desirable.

• A Bachelor's degree or equivalent experience is required.

• Must reside in or be willing to relocate to VA, SC, FL, or TX.

🏝️ Benefits

• Competitive base salary along with performance bonuses linked to the aforementioned success measures.

• Reimbursement for travel and mileage for office and partner visits.

• Complete employer-paid medical benefits for employees and their dependents.

• Comprehensive dental, vision, and life insurance coverage.

• 401(k) matching program.

• Generous paid time off and holiday pay.

• Paid parental leave and numerous other benefits!