Practice Growth Coordinator

By Jessica Kiser posted 14 days ago


Job Title: Practice Growth Coordinator

Company: Saville, Dodgen & Company, PLLC

Location: Dallas, TX

Job Description: 
Grow the future with us! At Saville, Dodgen and Company, we’ve created a moral and ethical environment like none other in the accounting industry – and we’re looking for a professional to join our team and grow with us! Are you interested in taking Saville’s client development to the next level? We make a positive impact on the lives of our employees and the business’ and relationships we serve. At Saville, you will work alongside the most innovative and dynamic people in the accounting industry! In addition, we will reward your hard work with competitive pay, comprehensive benefits including medical, dental and vision, 401 (k) and bonus potential.

Responsibilities & Duties:

• Generates opportunities with targeted prospects through agreed-upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, referral development, and other lead generation programs

• Knowledge in the development, management and execution of sales and marketing processes including marketing and business development planning, lead generation, pipeline management, account planning, sales strategy and development

• Assist with other business development, marketing, and client support projects as needed

• Market Facing
o Foster professional relationships with community leaders and local organizations
o Attend networking and strategic industry events to generate leads and build brand awareness

• Marketing Materials and Collateral
o Develop and manage a broad suite of marketing materials
o Work with business leaders and consultants to write and edit copy for company collateral
o Partner with marketing firm to develop and implement consistent branding and messaging
o Provide marketing support and expertise to all business units
o Identify/track advertising opportunities
o Define targeted companies
o Strategize and implement marketing strategies to attain firm goals
o Solicit opportunities to speak before professional organizations and business groups
o Develop and maintain relationships with external marketing vendors and firms
o Develop a thorough knowledge of SDC and its messages, projects, people, services, and clients as well as be informed about the latest marketing trends and new communication tools

• Event Planning
o Manage and coordinate all details involving internal & external firm events: e.g. client events, partner events, training seminars, management retreats, staff socials, and community service events
o Collaborate with teams across the organization to manage client-related and internal events
o Work with leadership team to coordinate and support community relations initiatives

• Communication
o Manage firm social media programs such as Facebook, Twitter, Instagram
o Help monitor social media influences, trends, applications, tools, emerging platforms, etc. and make recommendations that support firm marketing initiatives
o Design client communications – e.g. email and direct mail, marketing collateral, recruiting material, and firm announcements, etc.
o Oversee/develop website content and online blog posts
o Utilize graphic design and marketing skills to develop wide range of print/digital media and promotional material
o Work closely with the leadership team to implement the enterprise-wide intranet site, coordinating with business units to generate content and providing ongoing site management
o Coordinate with outside vendor to generate and distribute external business communications and partner with the firm’s leadership team on internal communications

• Account Management
o Maintain accurate and up to date fact sheets/related documents on all clients and targeted potential clients
o Support/initiate activities to enhance pipeline integrity
o Collect/disseminate best practices, knowledge and insight relevant to the niche market strategies
o Identify/track new business opportunities and conduct prospective client research
o Assist with drafting proposals and marketing collateral for new business
o Maintain customer data in internal systems
o Assist with budgeting
o Ensure the timely distribution of reporting and analysis when needed.

Qualifications & Requirements:
• Bachelor’s Degree in Marketing or related field
• A minimum of 3-10 years of work experience, previous account management or business development organization experience in the professional services industry
• Experience in marketing, pursuit management, or business development preferred
• Proven customer relationship skills
• Experience in Adobe Creative Suite, specifically In-Design and Microsoft Office preferred
• Knowledge of Accounting/Professional Services Environment
• Strong multi-tasking and team/project management capabilities
• Strong analytic, critical thinking, and creative capabilities
• Experience with risk management, business strategy, or other similar issues would be a huge plus.
• Collaborates effectively with other areas of the organization.
• Capable of influencing others regardless of reporting line
• Proven ability to work independently and as a self-starter
• Exceptional organizational and time management skills
• High level of motivation and assertiveness
• Ability to quickly gain a deep knowledge/expertise in the firm's solutions and service offerings
• A strong executive presence
• Strong analytical and quantitative skills
• Knowledgeable of market and industry dynamics
• Demonstrated ability to coordinate multiple complex projects and initiatives at one time
• Strong interpersonal skills and ability to quickly build credibility and relationships with professionals at all levels of the organization and motivate others to engage and participate with materials and initiatives
• Excellent relationship development and persuasive skills – across all levels of the organization

Send inquiries and resumes to Jim Hobbs, Director Business Development: