Marketing & Business Development Specialist - DBL Law & Excel Title Services

• Serve as a primary day-to-day administrator and champion of HubSpot CRM for DBL Law and Excel Title Services.
• Maintain accurate and complete client, prospect, referral source and organization records.
• Monitor CRM data quality and work with attorneys and team members to improve adoption and data completeness.
• Create and maintain contact lists, target lists, pipelines, reports and dashboards.
• Track business development activities, opportunities, referrals, meetings and follow-up.
• Assist attorneys and leadership with entering and managing contacts and business development activity.
• Support CRM training, best practices and ongoing user adoption.
• Identify opportunities to improve CRM processes, workflows and reporting.
• Produce regular reports regarding business development activity, pipeline, engagement and results.

• Coordinate DBL Law and Excel Title Services client events, seminars, webinars, receptions, sponsorships and community programs.
• Manage event logistics including venues, catering, invitations, registration, attendee lists, nametags, materials, audiovisual needs and vendor coordination.
• Build and manage invitation lists through the CRM.
• Track RSVPs, attendance and engagement.
• Coordinate sponsorship deliverables including registrations, advertisements, signage, guest lists and deadlines.
• Provide on-site support for events as needed.
• Lead post-event follow-up, including updating CRM records, identifying business development opportunities and helping attorneys and team members execute appropriate follow-up.
• Track event and sponsorship expenses and assist in evaluating participation and return on investment.

• Support attorneys and practice groups in executing individual and group business development plans.
• Help identify target companies, contacts, industries and referral sources.
• Conduct basic client, prospect, industry and competitive research.
• Assist with preparing for client and prospect meetings, including background information, relationship intelligence and meeting materials.
• Help coordinate follow-up after meetings, introductions and networking activities.
• Track business development commitments and next steps to help maintain momentum and accountability.
• Support cross-selling initiatives by helping identify connections between client needs and DBL Law practices and attorneys.

• Assist with the preparation and coordination of proposals, RFP responses, pitch materials and client presentations.
• Maintain current attorney biographies, practice descriptions, representative experience and other business development content.
• Help organize and maintain reusable proposal and credential materials.
• Coordinate information and deadlines involving multiple attorneys and departments.
• Proofread and review materials for accuracy, consistency and brand standards.

• Support marketing and business development initiatives designed to grow Excel Title Services and strengthen relationships with real estate professionals and referral partners.
• Maintain CRM records and prospect pipelines for Realtors, lenders, builders, developers, attorneys and other referral sources.
• Research and identify prospective referral relationships and business opportunities.
• Assist with outreach campaigns, meetings, presentations, events and industry networking activities.
• Coordinate follow-up with prospective and existing referral partners.
• Track referral activity and help identify trends, opportunities and areas for increased engagement.
• Work closely with Excel Title leadership and team members to support an excellent experience from initial relationship development through closing.

• Collaborate with the Marketing & Business Development team on campaigns, client communications and other initiatives that support business development objectives.
• Help maintain the firmwide marketing and business development calendar.
• Assist with attorney onboarding as it relates to biographies, contacts, memberships, business development plans and CRM information.
• Coordinate with outside vendors and community organizations as needed.
• Assist with budgets, invoices, expense tracking and administrative processes related to business development activities.
• Support special projects and other marketing and business development initiatives as assigned.

• Bachelor’s degree in marketing, business, communications, liberal arts or a related field preferred.
• Two to four years of experience in business development, marketing, client relations, event management or a related role.
• Experience in a law firm, professional services organization, financial services, real estate or title services environment is preferred.
• Experience working with a CRM required; HubSpot experience strongly preferred.
• Strong proficiency with Microsoft Outlook, Word, Excel, PowerPoint and Teams.
• Strong organizational and project management skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects, deadlines and stakeholders simultaneously.
• Strong interpersonal skills and the confidence to work effectively with attorneys, executives, clients, referral sources and vendors.
• Self-starter who takes ownership of assignments and follows projects through completion.
• Comfortable learning new technology and using data to track activity and results.
• Ability to exercise professionalism, discretion and sound judgment when handling confidential information.
• Availability for occasional early-morning or evening events and local travel as needed.

• Health, dental, and vision insurance
• Life and disability insurance
• Critical illness, accident, and hospital indemnity insurance
• Pet insurance and pet discount program
• Paid time off

COMPANY OVERVIEW

Celebrating over 65 years of excellence, DBL Law is one of the largest firms in Louisville and Greater Cincinnati and the largest Northern Kentucky-based law firm. In addition to practicing law, DBL is focused on improving the community by encouraging all its lawyers and staff to serve on the boards of numerous charitable and non-profit organizations. DBL is an equal opportunity employer. Our Diversity and Inclusion Committee works to improve both diversity and inclusion, both in the firm and within its surrounding communities. For more information on DBL Law, please visit our website at

DBL Law provides a competitive salary, good benefits, pleasant working conditions, and the opportunity to work on often high-profile and exciting cases.

BENEFIT PROGRAM

Featured benefits for full-time team members include:

• Health, dental, and vision insurance
• Life and disability insurance
• Critical illness, accident, and hospital indemnity insurance
• Pet insurance and pet discount program
• 401(k) plan
• Paid time off
• Generous holiday schedule

Equal Opportunity Employment
DBL Law and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation.