Customer Support

• Establish clean CRM architecture as the central system of record for clients, alumni accounts, prospects, venture capital networks, accelerators, and referral partners
• Lead cleanup of approximately 300 former-client records, evaluating entity activity, categorizing accounts, and segmenting historical contacts
• Enforce compliance boundaries and conflict-clearance checkpoints before attorney re-engagement
• Record business development activity, track relationship statuses, and maintain CRM processes for pipeline reporting
• Conduct commercial, industry, and background research on prospective clients before attorney pitch meetings
• Monitor corporate legal RFPs, fractional/outside general counsel requests, and aligned business opportunities
• Establish business development procedures covering stage tracking, referral-source mapping, pitch checklists, and campaign workflows
• Maintain and customize capabilities decks, pitch materials, and service descriptions for corporate audiences
• Produce external newsletters, including content organization, drafting/editing, distribution, and contact segmentation
• Support attorney LinkedIn presences through formatting, scheduling, content repurposing, and calendar management
• Collaborate on website content maintenance and keep service information, attorney profiles, and digital collateral accurate
• Plan and build segmented email and re-engagement campaigns for pre-cleared contact lists
• Prepare draft copy and sequence schedules and track execution for attorney review and approval
• Deploy outreach and external communications strictly through named attorneys
• Work directly with the Principal, Chief of Staff, and Senior Associates as the primary marketing and business development operator
• Receive guidance and support from the Operations Manager

Explore Marketing Support Specialist at Oceans. Review requirements and application details.