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Marketing & Business Development Manager

The Estate PlanRemote

Posted 2 months ago

Description

Our growing boutique law firm is seeking talented professionals to join our team, committed to building a strong, predictable, and measurable client acquisition system. Our marketing approach is not based on guesswork or vanity metrics; it is built around data, intake performance, and revenue outcomes.


We are seeking a dedicated Marketing & Business Development Manager to own and execute the firm’s marketing strategy, vendor relationships, and performance tracking infrastructure.

This is a high-accountability role where marketing is directly tied to intake quality, lead conversion, and firm growth.


This role is open to candidates based in the United States only. Applicants outside the U.S. will not be considered.


This is not a content-only or social media role.

You will be responsible for building and managing a full-funnel marketing system, including:

  • Lead generation
  • Intake alignment
  • Vendor performance
  • CRM accuracy
  • ROI tracking
  • Business development activities


You will work directly with firm leadership to ensure marketing activity translates into qualified consultations and retained clients.


Our benefits package supports your well-being with 136 hours of PTO, comprehensive health insurance, a 401(k) plan, and paid company holidays. If you're ready to make a meaningful impact and grow with us, we’d love to hear from you.

Responsibilities

Marketing Strategy & Execution

  • Develop and execute a multi-channel marketing strategy (digital, print, referral, events)
  • Define KPIs for each marketing channel tied to lead quality and intake performance
  • Manage external marketing vendors and hold them accountable to results
  • Approve and coordinate marketing materials across digital, print, and social platforms
  • Maintain a focused, ROI-driven content approach

Performance Tracking, CRM & Analytics

  • Own weekly marketing KPI reporting across all channels
  • Maintain and ensure accuracy of CRM data (leads, intake, consultations, referrals)
  • Track and analyze marketing performance from lead → intake → conversion
  • Ensure proper attribution of all marketing sources in reporting systems
  • Monitor ROI and adjust strategy based on performance data

Intake & Revenue Alignment

  • Partner with intake/sales processes to ensure lead quality is properly evaluated
  • Review call and intake performance data to identify breakdowns in conversion flow
  • Collaborate with leadership to improve lead conversion rates
  • Ensure marketing efforts directly support revenue generation goals

Business Development & Community Outreach

  • Plan and execute seminars, webinars, and educational events
  • Identify and attend networking opportunities and industry events
  • Build and maintain referral relationships (CPAs, professionals, community partners)
  • Support attorney-led presentations and business development initiatives

Marketing Operations & Vendors

  • Manage marketing vendors across SEO, PPC, design, and digital campaigns
  • Oversee budgets and ensure spend aligns with performance outcomes
  • Coordinate website updates and campaign execution with vendors or internal tools
  • Identify opportunities to improve systems, tools, and marketing efficiency

Qualifications

Required

5+ years of experience in at least one or more of the following areas:

  • SEM, SEO, PPC campaign management (Google Ads experience strongly preferred; Google Ads certification a plus)
  • Website optimization and performance improvements (conversion-focused)
  • Keyword research and competitive analysis
  • End-to-end event coordination (planning, promotion, execution, and follow-up)
  • Marketing execution across digital channels (not just strategy or oversight)


Hands-on experience with CRM systems, including:

  • Data entry and maintenance
  • Lead source attribution
  • Pipeline tracking and reporting
  • Experience with marketing analytics and attribution tools, including Google Analytics (or similar platforms)
  • Marketing performance tracking and reporting dashboards
  • Ability to connect marketing activity to leads and conversions 


Preferred

  • Education and/or work experience equivalent to a bachelor’s degree (Marketing, Communications, Business, Legal Studies, or related field preferred but not required)
  • Prior law firm or professional services experience
  • Experience in estate planning, probate, litigation, personal injury, or similar practice areas
  • Experience with intake processes, call tracking, or lead conversion funnels
  • Experience working within regulated or compliance-driven environments, with a clear understanding of: Professional boundaries, including an understanding of Florida Bar rules surrounding marketing and client acquisition. Confidentiality requirements
  • Strong networking and referral development experience
  • Experience planning seminars, webinars, or client-facing events 

Compensation

$70,000 - $90,000/year

About The Estate Plan

The Estate Plan is a boutique estate planning law firm based in Coral Gables, Florida, dedicated to helping families across the state protect their loved ones and secure their future.

Founded in 2018, our firm specializes in comprehensive estate planning, administration, litigation, trust management, and partition actions. Our services are premium and cater to a specific demographic.

We pride ourselves on offering personalized, compassionate service, backed by a team of experienced professionals who provide creative and tailored solutions. With a commitment to excellence and client satisfaction, we’ve built a strong reputation in the legal community, supported by our Google reviews and long-standing relationships throughout South Florida.

We use MacBooks and wide screens while being paperless. We try to lean into tech and continue to find ways it can help the firm offer better, more satisfying services.

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