Demo

Client Aquisition Director

Carolina Family Estate Planning
Cary, NC Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/25/2025

We're a dynamic, fast-growing professional services firm based in Cary, NC, and we're on the lookout for a strategic and results-driven Marketing Leader to help propel our growth to new heights. If you're a direct response marketing expert with a passion for crafting compelling messages that drive action, tracking performance with precision, and constantly testing new approaches, we'd love to hear from you!

Who You Are :

  • A Direct Response Marketing Powerhouse - Crafting campaigns that convert isn't just your skillset, it's your superpower. You know how to turn ideas into high-impact messaging that drives measurable action.
  • Data-Driven Decision Maker - Metrics, KPIs, and ROI aren't buzzwords to you - they're your daily guideposts. You're constantly analyzing, optimizing, and pivoting to ensure every campaign delivers results.
  • Innovator & Experimenter - You're not content with "good enough." A / B testing is second nature, and you're always looking for ways to refine, improve, and push creative boundaries.
  • Team Builder & Leader - Your leadership inspires. You know how to build, motivate, and develop a high-performing marketing team, fostering collaboration, growth, and accountability.
  • Master Communicator - Warm, clear, and persuasive, you know how to rally colleagues, clients, and stakeholders around a shared vision.
  • Values-Driven Professional - Integrity, accountability, and empathy aren't just words to you. You're aligned with our mission to support clients through key life decisions with compassion and care.

Your Role : Working closely with the executive team, you'll design and execute strategic marketing plans to attract and engage clients. With responsibility for campaign oversight, team management, and KPI tracking, you'll ensure our marketing impacts growth meaningfully. Join us in making a difference while driving success-apply if you're ready to lead, innovate, and thrive!

Responsibilities

  • You will work with the firm's executive leadership team to establish a strategic marketing plan and budget to meet the firm's defined business plan goals.
  • You will closely monitor the results against objective KPIs and provide weekly updates to the Executive Team.
  • You will lead and grow your marketing team to help in the execution of the strategic marketing plan.
  • You will be responsible for managing the marketing resources including but not limited to managing vendors, staff, projects, and assignments; setting clear deadlines and end results.
  • You will be doing quality audits of our vendor's work to ensure the success of campaigns. We must be getting the highest level of results possible.
  • You will partner with the Sales Team and the Director of Client Relations to help ensure their success.
  • You must have an appreciation of the sales team and a commitment to establish an effective relationship.
  • Management and oversight of various marketing media and campaigns such as social media, written content, audio / video content, direct mail and direct response marketing, product and program launches, workshops, seminars, and webinars.
  • Manage resources : internal and external content creators, videographers, video editors, podcast managers, and other individuals who assist with creating and distributing audio and video content that is effective and consistent with our values.
  • Manage the creation of specific goals and manage the tracking and reporting of revenue and new clients.
  • Create specific goals and manage the tracking and reporting of the data with daily and weekly targets; create a plan to pivot quickly when necessary.
  • Always have a plan B in case something does not work as it was initially intended.
  • Be a humble yet inspirational leader of the team that creates the best from each person.
  • Qualifications

    Skills / Characteristics. Are you a good fit?

  • A proven track record of successfully growing B2C professional service firms with quantifiable results using direct response techniques, with a demonstrable understanding of all aspects of direct response marketing
  • Strong interpersonal skills with excellent communication and people management skills
  • Competence as a creative writer with an eye for great emails, video content, and landing pages that create direct response action
  • Must be self-motivated and self-directed to achieve the firm's goals which will lead to reaching his or her professional goals
  • Self-starter who thrives on immersion in a rapidly changing environment and demonstrates excellent problem-solving and analytical skills
  • Strong project management skills with the ability to multitask, adhere to deadlines and has a strong sense of urgency to create positive results
  • Skilled at working against a budget and knowing how to effectively and accurately create one.
  • Strong ability to create systems for tracking marketing metrics and using those metrics to make marketing recommendations / decisions
  • Demonstrate creative problem-solving that allows the firm to continue to grow
  • You must love technology and embrace what it allows us to accomplish. Excellent knowledge of basic office programs (particularly Excel / Google Sheets), marketing computer software, and online applications (CRM tools, Online analytics, Google Adwords, etc)
  • Education and Experience :

  • B.A. degree with a major in business, marketing, advertising, or communications preferred, but overall, a strong track record as a Marketing Director is essential
  • Experience with Windows, Office 365, Google Workspace, and Adobe Acrobat Pro
  • Experience with Keap / Infusionsoft, Zoho, or similar CRM and autoresponder software
  • Compensation :

  • The compensation package for this position will consist of a base salary plus a performance-based bonus, with total compensation having the potential to exceed $120,000. Our firm also offers a comprehensive benefits package including medical, vision, dental, short and long-term disability, life insurance, PTO, paid holidays, and a retirement match up to 3% after 90 days. The total compensation and benefits package will be discussed in greater detail during the interview and onboarding process.
  • How to Apply

  • Upload your resume
  • There will be an email that comes back to you with a survey link in it. Fill it out as soon as you are able. We will be in touch.
  • About Carolina Family Estate Planning

    Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

    We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and / or a credit check, depending on the specific position.

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