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About the Role
This role is part of the Client Initiatives Team, responsible for advancing client insight, segmentation, and strategic growth initiatives to support business development, strengthen go-to-market efforts, and elevate the client experience. The position involves designing and leading priority programs, processes, and campaigns for various firm segments.
Responsibilities
- Lead client listening efforts to gather feedback, identify key themes, and surface new opportunities.
- Scale the win/loss debrief program and develop deep insight into client needs, market trends, and emerging growth areas.
- Translate findings from client and market research into clear, actionable steps for Business Development, Marketing, and firm leadership.
- Design and manage national programs and initiatives, including priority account programs and account development frameworks.
- Establish processes, tools, and governance for consistent execution across the firm.
- Create templates, playbooks, and processes for consistent execution of client insight, segmentation, and growth initiatives.
- Clarify and manage the balance of strategic programs, determining central versus local deployment.
- Track participation, adoption, and outcomes of initiatives to assess performance and refine strategy.
- Serve as direct supervisor and mentor to direct reports.
- Provide day-to-day supervision of direct reports, ensuring compliance with work hours and firm policies.
- Manage staffing coverage, review, and process time logs/time off requests.
- Support business professional development and continued educational opportunities.
- Participate in hiring, performance appraisals, counseling, termination, and other employee lifecycle events in collaboration with supervisors and HR.
- Perform all other duties as assigned or required.
Requirements
- Proficiency in Microsoft Office suite, iManage, and other firm applications after orientation.
- Ability to work extended and/or weekend hours as required.
- Ability to travel as required.
- 8+ years of directly relevant exempt-level experience (marketing or business development, with emphasis on client initiatives).
- 4+ years of management experience in relevant roles.
- Demonstrated experience building executive-ready dashboards in data visualization tools (e.g., Power BI).
- Strong proficiency in data manipulation for quantitative metrics and qualitative sentiment analysis.
- Strong working knowledge of enterprise CRM ecosystems (e.g., Salesforce).
- Advanced, hands-on experience administering enterprise feedback and surveying platforms (e.g., Qualtrics).
- Proven track record of effective leadership.
- Bachelor’s degree.
- Previous legal industry or professional services experience (preferred).
- Entrepreneurial by nature.
- Excellent attention to detail.
- Approaches tasks through a lens of quality and consistency.
- Approaches tasks through a digital first lens.
- Exceptional interpersonal and communication skills with ability to facilitate and solve problems.
- Ability to organize, prioritize, and coordinate multiple activities under tight timelines.
- Takes a consultative approach to set goals, drive projects, and achieve outcomes.
- Strong judgment.
- Team-player with collaborative spirit.
- Unwavering ability to handle and maintain confidentiality regarding firm information, projects, and client data.
- High level of professionalism at all times.
- Demonstrated ability to lead through influence and develop talent.
- Proactive, analytical mindset.
- Effective presentation skills.
Skills
- Microsoft Office suite
- iManage
- Data visualization tools (e.g., Power BI)
- Data manipulation
- Enterprise CRM ecosystems (e.g., Salesforce)
- Enterprise feedback and surveying platforms (e.g., Qualtrics)
- Leadership
- Interpersonal skills
- Communication skills
- Problem-solving
- Organization
- Prioritization
- Coordination
- Consultative approach
- Judgment
- Collaboration
- Confidentiality
- Professionalism
- Talent development
- Analytical mindset
- Presentation skills
Work Type
- Full-time
Experience Level
- 8+ years of directly relevant exempt-level experience
- 4+ years of management experience
Education Level
- Bachelor’s degree
Salary/Compensations
- $200,000 - $240,000
Benefits
- Medical
- Health savings account (with applicable medical plan)
- Dental
- Vision
- Health and/or dependent care flexible spending accounts
- Pre-tax commuter benefits
- Life insurance
- AD&D
- Long-term care coverage
- Backup care for children and/or adults
- Other parental support benefits
- Firm-paid life insurance
- Firm-paid AD&D
- Firm-paid LTD
- Firm-paid short term medical benefits
- 25 days of Paid Time Off (“PTO”)
- 10 paid holidays
- Generous parental leave
- Fertility benefits
About the Company
- Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team.
- Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices.
Equal Opportunity
- EOE.