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Posted 1d ago

Business Development Coordinator

@ Phelps Dunbar
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New Orleans, Louisiana, United States
OnsiteFull Time
Responsibilities:conducting research, maintaining collateral, developing agents
Requirements Summary:Experience in a professional services organization, college degree in a business-related field (bachelor's required; master's preferred), proficiency with AI systems and Microsoft Office (PowerPoint, Excel), strong project management, research, writing and collaboration skills.
Technical Tools Mentioned:AI systems and agents, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, CRM
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Job Description

Description

Phelps, a 450+ lawyer firm with 18 offices across the United States and London, is seeking a Business Development Coordinator to join the Client Development team. This role is ideal for a proactive, detail-oriented professional who is AI-forward, a quick learner and natural problem solver. The BD Coordinator will anticipate team needs, support key initiatives and work closely with client development colleagues and across departments to enhance the firm’s technology platforms and processes. The successful candidate will bring high energy, strong organizational and technology skills, and a collaborative and growth mindset.

 

Main duties and responsibilities include:

  • Conducting industry, company and executive research
  • Maintaining and updating core pitch materials and marketing collateral with recent experience, evolving priorities and new team members
  • Drafting and maintaining representative matters for use in pitches and RFPs, bios, legal directory submissions, website content, press releases and internal reporting
  • Preparing briefing packets for pitch opportunities
  • Identifying process improvements and areas to create efficiencies
  • Working across departments to systematically and accurately collect relevant data that the CD Department needs in reporting monthly, quarterly and yearly metrics
  • Developing customized AI agents to improve efficiencies in the proposal and pitch projects
  • Entering client, contact and activity information into the firm’s CRM system
  • Helping ensure data quality in the firm’s client development databases, including CRM
  • Analysis of trends within the firm’s client-base
  • Other special projects that draw on creativity, technological and analytical skills

Requirements

Education and Experience Required: 

  • Experience in a professional services organization, such as law firms, accounting firms, management consulting, venture capital or private equity.
  • College degree in business-related field. Master's degree in business administration (MBA), Business Analytics or related field desired

 

Qualifications and Skills Required: 

  • Ability to collaborate remotely with team members
  • Proficient with AI systems and agents
  • Proficient in Microsoft Office suite, with exceptional PPT and Excel skills
  • Skill in quickly evaluating and distilling diverse types of data
  • Superior project management skills
  • Self-directed and able to manage multiple projects at one time
  • Strong business writing, communication and collaboration skills

 

Performance Measures:

The Marketing and Business Development Coordinator will be evaluated on the following criteria:

  • Teamwork and professionalism
  • Proactivity
  • Technology and research skills
  • Communication skills
  • Writing and editing skills
  • Precision and attention to detail
  • Creativity