Job Description

Job Description

Job Description

Join a rapidly growing estate planning law firm where your marketing skills and client relationship abilities directly drive business success. This isn't just an intake role—you're the architect of our client acquisition strategy and the first impression that shapes our firm's growth trajectory.

Key Responsibilities

Client Development & Acquisition

• Respond to leads and conduct initial client consultations to assess fit and needs
• Guide prospective clients through our intake process with empathy and professionalism
• Schedule qualified prospects for attorney consultations, optimizing calendar efficiency
• Follow up with potential clients to maintain top-of-mind awareness and move them through our pipeline
• Achieve monthly client acquisition targets while delivering exceptional service

Marketing & Business Development

• Collaborate with external marketing partners to optimize advertising campaigns and ROI
• Leverage CRM and marketing automation tools to nurture client relationships
• Coordinate and promote webinars and educational seminars on estate planning topics
• Manage social media presence and engage with our online community
• Track and analyze conversion metrics from various marketing channels
• Maintain comprehensive lead tracking and reporting systems
• Create and distribute quarterly newsletters to prospects, clients, and referral sources

Operations & Client Service

• Organize client files and perform data entry in our case management system
• Cross-train on administrative duties, including phone coverage and meeting coordination
• Maintain an accurate database of prospects, current clients, and referral sources
• Ensure all communications align with firm branding and messaging standards
• Support attorneys and paralegals with schedule management and workflow optimization

Qualifications

Required

• 2+ years customer service, sales, or client-facing experience
• Outstanding communication skills with natural empathy and active listening abilities
• Self-motivated with proven ability to achieve performance goals
• Strong computer skills including spreadsheets, databases, and CRM systems
• Professional demeanor with the ability to handle sensitive and confidential information
• Team player mindset with willingness to support colleagues across departments

Preferred

• Marketing, communications, or business degree
• Experience with digital marketing platforms (social media, email marketing, CRM systems)
• Previous legal or professional services industry experience
• Familiarity with case management software
• Basic understanding of the sales funnel and conversion optimization

Personal Attributes We Value

• Genuine interest in helping people solve critical life planning challenges
• Growth mindset with eagerness to learn and take on new responsibilities
• Calm and steady approach to work, even during busy periods
• Reliability and consistency in meeting commitments
• Ambition to grow with an expanding firm

Why Work at This Company?

Career Growth & Development

• Clear advancement path : Direct progression to Marketing Manager role as we expand
• Professional development budget : For marketing courses, certifications, and skill enhancement
• Mentorship opportunities : Learn from experienced attorneys and gain exposure to legal operations and business management
• Promote from within culture : We have a proud history of developing our employees' talents and advancing careers

Work-Life Balance & Flexibility

• Standard business hours : No nights or weekends required
• Hybrid work options : Remote work flexibility available after the initial training period
• Supportive environment : Work alongside calm, steady, and reliable professionals

Impact & Recognition

• Direct business impact : Your efforts directly translate to firm revenue and client satisfaction
• Performance-based bonuses : Quarterly bonuses based on your success
• Meaningful work : Help families protect their legacies and plan for their futures
• Modern tools : Access to current case management systems, CRM platforms, and marketing technologies

Success Metrics & Support

• Clear expectations : Defined 90-day and first-year success milestones
• Comprehensive training : Thorough onboarding program with ongoing support
• Team collaboration : Work closely with attorneys, paralegals, and marketing specialists

Ready to grow your career while making a real difference in people's lives? This role offers the perfect blend of client service, business development, and marketing that will prepare you for leadership roles in professional services.

Company Description

The McKenzie Law Firm is a growing estate planning and estate administration practice based in Centennial, Colorado, serving clients throughout the Denver metro area and beyond. Founded with a mission to help families protect their legacies and navigate life's transitions, we specialize in comprehensive estate planning, trust and estate administration, and small business legal services.

Our firm operates on the Entrepreneurial Operating System (EOS), emphasizing clear processes, accountability, and systematic growth. We pride ourselves on delivering exceptional client service through a team-based approach, where every team member plays a crucial role in exceeding client expectations. As we expand our estate administration practice, we're committed to building systems that allow our attorneys to focus on high-level strategy while empowering our support staff to manage day-to-day client relationships and case administration.

We offer a collaborative, professional environment with opportunities for growth and skill development. Our team values work-life balance, continuous improvement, and taking genuine pride in helping families during some of their most challenging times. This position offers the opportunity to work with a forward-thinking firm that invests in technology, training, and creating efficient processes that benefit both our team and our clients.

Company Description

The McKenzie Law Firm is a growing estate planning and estate administration practice based in Centennial, Colorado, serving clients throughout the Denver metro area and beyond. Founded with a mission to help families protect their legacies and navigate life's transitions, we specialize in comprehensive estate planning, trust and estate administration, and small business legal services.\r\n\r\nOur firm operates on the Entrepreneurial Operating System (EOS), emphasizing clear processes, accountability, and systematic growth. We pride ourselves on delivering exceptional client service through a team-based approach, where every team member plays a crucial role in exceeding client expectations. As we expand our estate administration practice, we're committed to building systems that allow our attorneys to focus on high-level strategy while empowering our support staff to manage day-to-day client relationships and case administration.\r\n\r\nWe offer a collaborative, professional environment with opportunities for growth and skill development. Our team values work-life balance, continuous improvement, and taking genuine pride in helping families during some of their most challenging times. This position offers the opportunity to work with a forward-thinking firm that invests in technology, training, and creating efficient processes that benefit both our team and our clients.

Job Tags

Remote work, Weekend work,

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