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Dale WorkForce Solutions
Client Development & Engagement CoordinatorDale WorkForce Solutions • San Francisco, CA, United States
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Client Development & Engagement Coordinator

Client Development & Engagement Coordinator

Dale WorkForce Solutions • San Francisco, CA, United States
30+ days ago
Salary
$65,000.00 yearly
Job type
  • Full-time
Job description

Client Development & Engagement Coordinator West Coast

The Client Development & Engagement (CDE) Coordinator West Coast is responsible for supporting client development initiatives and marketing efforts that advance the Firm's presence across Southern California and the Bay Area, with a significant focus on planning and executing West Coast events and client engagement programs. Reporting to the Director, CDE West Coast, the Coordinator works with Partners, the CDE team, and colleagues across Events, Communications, Strategic Intelligence and Graphics to deliver high-quality support. Core responsibilities include event coordination; pitch and client development support; research and intelligence; and external visibility and communications, ensuring that West Coast client development and engagement activities are executed with accuracy, timeliness and professionalism.

Essential Job Duties & Responsibilities

  • Event Coordination
    • Support planning, tracking and execution of West Coast events marquee events, dinners, conferences, sporting events and alumni programs from invitation through post-event follow-up
    • Source and evaluate venues for events, including identifying new locations, conducting site visits and managing holds and contract coordination
    • Coordinate logistics including invitation lists, tracking RSVPs, materials, vendor communication and on-site support
    • Assist with tracking budgets, vendor relationships and event metrics
    • Coordinate swag for the California offices, including maintaining inventory and preparing curated packages
  • Pitch & Client Development Support
    • Coordinate client pitches, proposals, presentations and RFP responses
    • Maintain and update CRM data, client lists, and experience records for targeted outreach
  • Research & Intelligence
    • Conduct market, industry and client research to support partner meetings, pitches and client targeting efforts
    • Support research initiatives related to key West Coast sectors, including tech, finance and private equity
    • Monitor competitor activity to identify new business opportunities
  • External Visibility and Communications
    • Maintain website content and update lawyer biographies across multiple channels
    • Assist with the preparation of directory and awards submissions
    • Research and coordinate conferences and sponsorship opportunities that raise the Firm's profile across Southern California and the Bay Area
    • Coordinate with the Communications team on campaigns, external communications, press releases and social media activity that highlight West Coast initiatives

Education

Required

  • Bachelor's degree required

Preferred

  • Major in Advertising, Marketing, Communications, Public relations, or related field preferred

Skills and Experience

Required

  • 2 years of relevant business experience
  • Proactive, resourceful, and highly organized, with the ability to anticipate needs and follow through on assignments
  • Must be able to work independently and collaboratively in a highly competitive and demanding environment
  • Strong attention to detail and self-motivated to produce accurate, timely, and complete work product
  • Strong written and verbal communication skills and excellent research and analytical skills
  • Strong project management skills and ability to manage multiple projects across offices
  • Ability to begin to leverage institutional knowledge in own work
  • Proficiency in MS Office programs such as Outlook, Word, and Excel
  • The scheduled hours for this position are 9:00 a.m. - 5:00 p.m. Must be flexible and willing to work overtime as needed

Preferred

  • 2 to 4 years previous experience in a law firm or professional services field preferred
  • Prior experience supporting corporate events and client programs strongly preferred
  • Some familiarity with Content Pilot's suite of products or other experience database preferred
  • Demonstrated experience using a Client Relationship Management (CRM) system preferred

Physical Demands (required to perform essential job functions)

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

  • Sitting: Remaining in the seated position, particularly for sustained periods of time
  • Walking: Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another
  • Lifting: Raising objects from a lower to a higher position or moving objects horizontally
  • Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder
  • Pulling/Pushing: Using upper extremities to exert steady force upon an object so that the object moves toward or away from the force
  • Bending/Stooping/Kneeling/Crouching: Bending body downward and forward by bending legs and spine, or by bending legs at knees
  • Reaching: Extending hand(s) and arm(s) in any direction

Work Environment

The worker is not substantially exposed to adverse environmental conditions as in typical office or administrative work (normal light, air and space in the work environment)

Salary Information

CA Only: The estimated base salary range for this position is $65,000 to $80,000 at the time of posting.

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Client Development & Engagement Coordinator • San Francisco, CA, United States

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