What are the responsibilities and job description for the Director of Client Engagement position at Lanier Law Group, LLC - Plan. Protect. Leave A Legacy.?

Intent

We're on a mission to expand our reach, and we're searching for a dynamic individual to lead the charge as our new Director of Client Engagement. In this pivotal role, you'll be at the heart of our law firm's growth, driving new business and forging meaningful connections with our clients. We're looking for someone who thrives on building relationships, has a keen eye for spotting potential, and can turn leads into loyal clients who trust us to guide them through the complexities of estate planning.

About Lanier Law Group

At Lanier Law Group, we are dedicated to making a lasting impact on families for generations by providing insightful, personalized estate planning guidance. Our experienced team offers bespoke, luxury solutions that help our clients create a secure future and leave an intentional legacy. Located in the heart of downtown Gainesville, GA, we are founded on twin pillars of professional legal and financial knowledge. Our service-oriented team is well-versed in the intricacies of the legal system and can effectively communicate the short-term and long-term financial implications of each decision.

Position Purpose

This full-time, salaried position reports directly to the Director of Operations. As the Director of Client Engagement, you won't just be filling a role - you'll be a crucial part of our team, working hand in hand with our attorneys and legal operations experts. Together, you'll dive deep into our firm's distinctive approach to estate planning, ensuring it aligns perfectly with the needs of our future clients. This is more than just a sales position, it's an opportunity to make a real impact on people's lives while contributing to the continued success of our firm. This position works within a 4.5 day-per-week schedule.

Essential Duties and Responsibilities

Client Engagement and Conversion :

Initiate contact with potential clients, understanding their legal needs, and introducing them to LLG services
Conduct consultations and presentations to showcase LLG's expertise and value proposition
Work closely with our attorneys and legal operations team to ensure accurate communication of legal services and client requirements

Relationship Management :

Develop and maintain strong relationships with new and existing clients and channel partners, ensuring ongoing satisfaction, process management, and identifying opportunities for additional services

Act as the primary point of contact for all PNCs, addressing any concerns or inquiries promptly

Gather client feedback and work with the legal team to continuously improve service delivery

Client Success Onboarding Execution, Strategy, and Reporting :

Be the owner of the onboarding process for new clients, including entering key information into LLG's CRM, facilitating and executing intake discussions, and phone conversations, executing service agreements, and managing initial client payments

Track and report on client metrics, client interactions, and channel partner activity

Provide regular updates to the management team on the client onboarding process and feedback

Collaboration and Communication :

Collaborate with attorneys and support staff to ensure seamless client onboarding and service delivery

Stay informed about LLG's legal services, industry trends, and competitive landscape

Attend industry events, conferences, and networking functions, to represent the firm and build relationships

Lead with our Core Values :

Cultivate Excellence

Care Genuinely

Serve with Integrity

Succeed Together

Nurture Relationships

What We Offer

At Lanier Law Group, we are committed to providing a comprehensive benefits package that supports our employees' overall well-being including :

50,000 base salary. up to $70,000 in commission (variable, performance-based compensation : % of base onboarding potential for advance work if buy-up occurs)

Leadership that is committed to the development of a healthy and functional workplace culture

Professional development opportunities

Employee recognition programs

Half-day Fridays

Education and Required Skills / Experience

Desire to work in a law firm focused on business sales development

Strong personal maturity and ability to work in a healthy positive manner

Strong discretion and judgment for the ability to appropriately handle confidential information

Ability to work from the Gainesville, Georgia office 5 days per week

Proven experience in sales, business development, or client relations, preferably in a professional services or legal environment

Strong communication and interpersonal skills, with the ability to build rapport and trust with clients - taking a consultative approach

Independent self-starter who thrives on immersion in a rapidly changing environment and has excellent problem-solving skills

Ability to walk the line of working independently and as part of a team, with a strong sense of accountability and initiative

Ability to adapt and overcome in a high-paced, dynamic environment

Familiarity with legal services preferred

Bachelor's degree in Business, Marketing, or a related field is preferred

Salary : $70,000

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Director of Client Engagement

What are the responsibilities and job description for the Director of Client Engagement position at Lanier Law Group, LLC - Plan. Protect. Leave A Legacy.?

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