Marketing & Intake Specialist

Summary

Savine Employment Law, Ltd. provides employment law solutions for employers and executives. The Marketing & Intake Specialist executes marketing campaigns, coordinates referral and outreach initiatives, and provides intake and sales pipeline support while collaborating with business development, marketing, and legal teams.

Responsibilities

• Implement firm-assigned marketing campaigns using email, print, social, and event-based channels
• Track marketing calendar deadlines and ensure timely execution of lead magnets, webinars, and direct outreach
• Coordinate event logistics including registration, reminders, RSVPs, and post-event follow-up
• Maintain referral partner and client campaign lists in Lawmatics and Microsoft Planner
• Generate campaign status reports and share updates during marketing or department meetings
• Collaborate with external vendors (designers, printers, ad specialists) to ensure delivery of campaign assets
• Serve as a backup to the Business Development Specialist for PNC screening, intake calls, and consult warm-ups
• Assist with sending engagement agreements and collecting payments during high-volume or coverage periods
• Prepare CRM records and follow-up reminders to support sales pipeline continuity
• Execute assigned follow-up steps with no-shows, unbooked leads, or recently disengaged prospects
• Update Lawmatics and maintain accurate contact records, referral attribution, and intake notes
• Support delivery of post-meeting or post-referral follow-up touches (gifts, newsletters, check-ins)
• Track referral activity in Lawmatics and ensure all referral source records are current
• Coordinate with the BDS to divide and execute follow-up campaigns based on lead stage and partner type
• Attend weekly marketing and department meetings to stay aligned on lead flow and campaign timing
• Monitor internal calendars and CRM timelines to coordinate between legal, marketing, and intake teams
• Escalate any concerns related to intake gaps, lead quality, or missed marketing deliverables promptly
• Execute marketing tasks per calendar or checklist
• Monitor CRM for follow-up or reminder actions
• Support PNC call coverage if the BDS is unavailable
• Update lead records and communication logs
• Submit marketing and intake metrics
• Attend team meetings and campaign sync-ups
• Assist in reviewing campaign performance
• Prepare referral calendar updates and send-outs
• Participate in campaign planning and review sessions
• Help update referral engagement or intake SOPs
• Provide input on improving handoff and intake systems
• Stay current with campaign tool usage (Planner, Lawmatics, etc.)

Skills

• 2+ years of experience in marketing coordination, client intake, or professional administrative support is required
• Experience with Microsoft Planner, Outlook, and Teams
• Competence in Google Workspace and basic document editing
• Strong written and verbal communication
• Comfort with email automation and intake tools
• High standards for data entry, formatting, and task documentation
• Preference will be given to candidates with experience working in a legal, medical, or professional services environment
• Experience executing marketing tasks on a deadline — including email campaigns, event coordination, or CRM-driven communication workflows — is strongly preferred
• Exposure to intake or client-facing communications is highly valued
• Candidates with experience working across departments and juggling multiple tools or task systems (e.g., marketing calendars, CRMs, planners) will thrive in this role
• Proficiency with CRM platforms (Lawmatics preferred)

Qualifications

Must Haves

• 2+ years of experience in marketing coordination, client intake, or professional administrative support is required
• Experience with Microsoft Planner, Outlook, and Teams
• Competence in Google Workspace and basic document editing
• Strong written and verbal communication
• Comfort with email automation and intake tools
• High standards for data entry, formatting, and task documentation

Nice to Haves

• Preference will be given to candidates with experience working in a legal, medical, or professional services environment
• Experience executing marketing tasks on a deadline — including email campaigns, event coordination, or CRM-driven communication workflows — is strongly preferred
• Exposure to intake or client-facing communications is highly valued
• Candidates with experience working across departments and juggling multiple tools or task systems (e.g., marketing calendars, CRMs, planners) will thrive in this role
• Proficiency with CRM platforms (Lawmatics preferred)

Benefits

• Work may be performed in an onsite or home office environment.