Client

Acquisition Director

In search of a person whose focus is making connections with people, motivating and inspiring them. You must be poised and have an engaging, empathetic communication style based on natural warmth and enthusiasm. The work involves driving toward results by enrolling the commitment and buy-in of others; both prospective clients and our team.

If this is you, please watch this video and read this entire page …

Who We Are

Carolina Estate Planning (CEP) was founded 2009 by Jackie Bedard, Carolina Estate Planning specializes in estate planning, trust administration and elder law. Our team of exceptional attorneys and administrators provides our clients with deep expertise and customized attention because each person’s story and needs are unique and requires specialized detailed attention. We know our satisfied clients are our best source of business referrals.
We Are Growing

CEP is at a growth inflection point and we want to get it right when it comes to hiring staff in every role. We pride ourselves on being well run, extremely organized, innovative and a great place to work. To learn more about our unique differentiators please click here.

Join Us As Our
Client Acquisition Director

The focus of this job is making connections with people, motivating and inspiring them. Poise and an engaging, empathetic communication style based on natural warmth and enthusiasm is the key to achieving the goals of this job.

The work involves driving toward results by enrolling the commitment and buy-in of others; prospective clients and our team. And while the job requires strong initiative and self-direction, results are only achieved with and through people.

A sincere appreciation for people and how they are each uniquely motivated is the foundation for designing and implementing interactive communication and effective processes. Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

The job requires a high degree of communicating ideas and services. Our environment is congenial, fast paced and results oriented. While there is urgency to goal achievement, responsibility for the achievement of results is shared as well work as a team.

Job Overview

This is a new role so you’ll have a lot of creative license. The Client Acquisition Director plans, directs, and coordinates the marketing of the firm’s services by performing the responsibilities outlined below either personally, or through marketing assistant(s), vendors, or other team members.

The Client Acquisition Director will also serve as bridge between the marketing and sales departments for purposes of (1) recommending improvements to our intake, pre-engagement, and post-engagement processes to improve engagement rates and overall satisfaction (e.g., making recommendations for different intake/pre-engagement paths based on lead source or similar) and (2) analysis of marketing and sales conversion rates for trends and areas of improvement (e.g., intake and sales conversion rates for different lead sources).

Reporting Relationship

The Client Acquisition Director reports to the Owners and Firm Administrator with respect to all professional activities and all issues concerning his or her relationship with CFEP.

Authority

The Client Acquisition Director manages the marketing aspects of the firm and carries out supervisory responsibilities in accordance with the firm’s policies and procedures within the marketing department to include interviewing, hiring, and training employees and vendors; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

The Client Acquisition Director may recommend improvements to the intake, pre-engagement, post-engagement, or other sales-related processes to the Director of Client Relations. The Director of Client Relations will be responsible for deciding whether to accept such recommendations and oversee the implementation of such or request assistance from the Marketing Department in implementing such recommendations (e.g., changes to pre-engagement or post-engagement sequence).

Responsibilities

Develops marketing plans and marketing budget with strategies and tactics (both short and long range) to ensure that the firm reaches or exceeds revenue targets.
Researches, analyzes, and monitors market, financial, technological, and demographic factors so that opportunities may be capitalized on quickly and the possibility of competitors capturing market share is minimized.
Plans, oversees the organization of the firm’s CRM systems, advertising and promotion activities including print, radio, TV, digital, and direct mail tactics.
Selects and project manages outside contractors and vendors on ongoing marketing projects.
Works with writers and graphic artists and oversees copywriting, design, layout, and production of marketing items.
Develops and recommends pricing strategy for the firm which will result in the greatest share of the market over the long run.
Achieves satisfactory return on investment on marketing tactics as well as achieve a satisfactory share of the market.
Evaluates results to ensure moving swiftly in relation to marketing challenges and opportunities to be certain that revenue targets are reached or exceeded.
Conducts client feedback activities through implementation of client surveys and implementation of complaint systems to avoid and/or calm dissatisfied clients.
Creates and implements marketing metrics systems that track results so there is a data driven feedback system to aid in decisions.
Creates a firm culture of “rainmaking” by designing and implementing training and coaching firm-wide for personnel.
Other dues as may be assigned by the Owners.

Qualifications

A demonstrative and proven track record of successfully growing law firms or other professional service firms for at least 5 years
Strong team building; interpersonal skills and people management skills
Outstanding written and verbal communication skills
Deep understanding of all aspects of internet marketing, including experience with direct response marketing
Must be self-motivated and self-directed to achieve his or her professional goals and CFEP’s goals.
Self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills
Highly organized with a strong sense of urgency to get positive results
Ability to manage budgets, contract management, venros, and project management.
Strong ability to create systems for tracking marketing metrics and using those metrics to make marketing recommendations/decisions.
Demonstrate sound judgment and creative problem solving.

Education and/or Experience

B.A. degree with major in business, marketing, advertising, or communications preferred, but overall, a strong track record with or without a degree is essential.
Experience with Windows Operating System, Office 365, Google Workspace, Adobe Acrobat Pro, Keap/Infusionsoft and/or Zoho, is preferred but not required.

Key Performance Indicators

% over/under firm’s revenue target
# of Qualified Leads
Cost Per Acquisition
ROI of Marketing Budget and improvement of ROI month-over-month/year-over-year
Lead to Client Conversion Rate

This post closes October 15, 2021 – you have this much time left to apply:

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Quick and easy steps for applying for this position:

Provide Your Contact Details

Answer a few contact-related questions about who you are.

Upload Your Resume

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Complete Our 5-minute Survey

We believe our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. This Survey is not a test, there are no right or wrong responses, and we’re not looking for any specific answers.