Business Development Specialist

Melone Hatley, P.C.

. Find, vet, and build relationships with professionals who serve people during a family transition, such as financial advisors, CPAs, therapists and counselors, realtors, mortgage lenders, insurance agents, and divorce coaches .

Posted 11/3/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and referral marketing within professional services, with a strong focus on building and maintaining relationships. Proficient in managing teams and executing cross-selling strategies while ensuring client empathy and effective communication.

Highest-signal resume keywords

Business Development ExperienceReferral Marketing ExpertiseTeam Management SkillsCRM Tool ProficiencyCross-Selling Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Referral Relationship BuildingCross-Selling ServicesClient Relationship ManagementEvent PlanningConsultative Conversations

Soft Skills

Strong OrganizationEmpathyCommunication Skills

Tools & Technologies

HubSpot

Industry Keywords

Legal ServicesFinancial ServicesEstate PlanningNetworking EventsContinuing Education

About the role

Key responsibilities & impact

Find, vet, and build relationships with professionals who serve people during a family transition, such as financial advisors, CPAs, therapists and counselors, realtors, mortgage lenders, insurance agents, and divorce coaches
Maintain a current, vetted referral directory for each office
Conduct regular meetings, lunches, and check-ins with partners, and track every relationship and referral in HubSpot
Report which partners send business to the firm and which receive referrals from it
Identify, plan, and attend networking events
Create CLE and continuing-education sessions and community sponsorships for each market
Set up educational events with partners and firm attorneys for potential and current clients
Collaborate with partners and the marketing team on co-branded content and event promotion
Develop a plan to introduce current and past family law clients to other firm services, starting with estate planning
Define when and how clients are approached after milestones such as a finalized divorce, custody order, or remarriage
Work with the CSC sales team and attorneys so cross-sell leads are handed off smoothly and tracked to a retained matter
Report monthly on referral partner activity, referrals sent and received, cross-sell consults and retentions, and related revenue

Requirements

What you’ll need

5+ years of experience in business development, referral marketing, or client relationship roles – legal, financial services, or other professional services experience would be ideal
2+ years managing a team, including hiring, coaching, and setting goals
A record of building referral relationships that produced measurable business
Comfort with consultative conversations about sensitive topics with real empathy for clients in family transitions
Working knowledge of CRM tools – HubSpot experience is a plus
Strong organization and the ability to manage many relationships across several markets
Willingness to travel regularly between offices and attend some evening events
Experience at a law firm or with attorney marketing rules is favorable
An existing network of financial advisors, therapists, or other partners in one or more of our markets would be advantageous
Experience cross-selling services, such as estate planning, insurance, or financial planning is desirable
Bachelor's degree or equivalent experience is required
Must reside in, or be willing to relocate to, VA, SC, FL, or TX

Benefits

Comp & perks

Base salary plus performance bonuses tied to the success measures listed above
Travel and mileage reimbursements provided for office and partner visits
100% Employer Paid Medical Benefits for Employees and Dependents
Dental, Vision, and Life Insurance
401 (k) Matching
Paid Time Off and Holiday Pay
Paid Parental Leave and Much More!