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Marketing and Business Development Assistant

MARKETING AND BUSINESS DEVELOPMENT ASSISTANT – SACRAMENTO


THE FIRM


Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Sacramento, San Francisco, Los Angeles, Orange County, and San Diego, more than 80 attorneys assist clients throughout California with business and litigation needs, including corporate law, finance and tax law, labor and employment, real estate, intellectual property, entertainment, and digital media. We maintain our leadership position by creating a value-added and trust-based relationship with our clients. We also have a long and meaningful history of supporting the communities in which we live and work. The Firm offers a supportive and collegial environment where individual contributions are recognized and celebrated, and hard work is balanced with personal fulfillment and responsibilities.


POSITION SUMMARY


The Marketing & Business Development Assistant provides day-to-day support to the firm's Marketing & Business Development Department, assisting with a wide variety of marketing and business development initiatives that help promote the firm's attorneys, practices, and client service efforts. This role supports the execution of marketing projects, maintains marketing materials and databases, assists with events and business development activities, and helps ensure requests are completed accurately, efficiently, and on schedule.


The ideal candidate is a highly organized, detail-oriented professional who is eager to learn and contribute in a collaborative environment. They enjoy working behind the scenes to keep projects moving, are comfortable balancing multiple priorities, and approach every task, large or small, with professionalism, resourcefulness, and a positive attitude. This is an excellent opportunity for an early-career marketing professional seeking to develop broad experience in legal marketing, communications, business development, and client engagement.


RESPONSIBILITIES


Marketing & Communications

  • Assist with updating and maintaining the firm's website, including attorney biographies, practice pages, news, event listings, and other content.
  • Update and maintain marketing collateral, brochures, practice descriptions, templates, and other firm materials.
  • Assist with developing and formatting attorney PowerPoint presentations for seminars, conferences, client presentations, and pitches.
  • Coordinate legal directory submissions, award nominations, and attorney recognition opportunities.
  • Help maintain the firm's library of marketing assets, templates, and branded materials.

CRM & Database Support

  • Maintain the accuracy and integrity of the firm's CRM database through ongoing data entry, quality control, record updates, and data cleanup.
  • Create, update, and maintain mailing lists to support client communications, events, newsletters, and other firm marketing initiatives.
  • Assist with importing, exporting, and organizing contact data while ensuring records remain current and accurate.
  • Perform routine database maintenance, including duplicate record management, contact verification, and data organization.
  • Assist with maintaining contact preferences and ensuring information is entered consistently across the database.
  • Respond to basic CRM-related requests from attorneys and staff, escalating more complex issues as appropriate.
  • Support the Marketing & Business Development team by helping ensure contact data is accurate, organized, and readily available to support firm initiatives.

Business Development Support

  • Assist with the marketing and business development onboarding of new attorneys, including coordinating attorney biographies, headshots, announcement materials, directory profiles, and other marketing assets to help ensure a successful transition into the firm.
  • Coordinate the firm's participation in the Meritas referral network by tracking inbound and outbound referrals, maintaining referral records, assisting with reporting requirements, and supporting attorneys with referral-related communications and opportunities.
  • Assist with the preparation of pitch materials, client presentations, proposals, and other business development resources.
  • Support attorneys and practice groups with a variety of business development initiatives and special projects.
  • Assist with research, preparation, and coordination of materials used to support client development efforts.

Events & Client Engagement

  • Assist with the planning and execution of client events, seminars, webinars, sponsorships, conferences, networking programs, and other firm events.
  • Prepare name badges, signage, presentation materials, giveaways, and other event collateral.
  • Provide onsite event support as needed to help ensure successful execution of firm events.
  • Assist with sponsorship deliverables, promotional materials, and event logistics.
  • Support post-event follow-up efforts, including maintaining attendance records and updating contact information as needed.

Department Operations & Administrative Support

  • Monitor the Marketing & Business Development Department inbox and coordinate incoming marketing requests from attorneys and practice groups.
  • Track projects, deadlines, and deliverables to help ensure timely completion of marketing initiatives.
  • Process marketing invoices, maintain expense records, and assist with vendor coordination.
  • Maintain departmental files, calendars, templates, procedures, and internal resources.
  • Assist with organizing marketing materials, reports, and department resources.
  • Provide administrative and project support to the Marketing & Business Development team while assisting with special projects and team initiatives as needed.
  • Contribute to a collaborative, team-oriented culture by identifying opportunities to improve processes and supporting colleagues whenever needed.

See also

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