Berlin Patten Ebling, PLLC · 13 hours ago
Business Development Director
Sarasota, FL
Full-time
Onsite
Director/Executive
$75K/yr - $85K/yrBerlin Patten Ebling, PLLC is seeking a Business Development Director for their Estate Planning & Probate practice group. This role focuses on driving sustainable growth through managing attorneys as a sales team, developing business strategies, and ensuring measurable activity that leads to new matters and long-term referral relationships.
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Responsibilities
Serve as the primary business development manager for assigned Estate Planning & Probate attorneys
Manage attorneys as a sales team by setting expectations, directing outreach efforts, conducting regular check-ins, and monitoring follow-up and performance
Partner with each attorney to develop an annual business development plan that includes goals, target referral sources, and activity benchmarks
Coach attorneys on relationship development, referral conversations, and effective business asking
Own and manage the Estate Planning & Probate business development pipeline within HubSpot
Monitor pipeline health, deal progression, and performance metrics, and prepare regular reports on attorney activity, conversion trends, and revenue impact
Ensure all attorney business development activity, meetings, referrals, and opportunities are accurately logged and maintained in the CRM
Assign and track follow-up tasks to attorneys to ensure timely and consistent engagement with referral sources
Identify and cultivate new referral opportunities with financial advisors, CPAs, trust officers, senior living communities, funeral homes, and related professionals
Schedule and coordinate introductory meetings between attorneys and prospective referral sources
Develop and execute outreach strategies to expand referral networks within the assigned territory
Track and evaluate the return on investment for business development initiatives, events, and campaigns
Establish annual business development goals for the practice group and continuously adjust strategies throughout the year based on performance data and market conditions
Collaborate with Marketing to align campaigns, training opportunities, and messaging with business development objectives
Strategically plan and execute business development events and attorney trainings designed to generate qualified leads and strengthen referral relationships
Coordinate attorney presentations and public speaking opportunities
Attend and participate in firm-hosted, community, and industry events, including some evenings and weekends, as required
Assist Marketing with managing the Estate Planning team’s guest list for the firm’s annual Post Holiday Madness Party, a mandatory client referral event
Represent Berlin Patten Ebling professionally and consistently in the community
Uphold the firm’s vision, mission, and values in all interactions
Actively pursue professional growth and continuous improvement
Qualification
Required
Bachelor's degree required
Must possess a valid Florida driver's license and be able to travel between firm offices and within assigned territory as needed
Proven experience in business development, sales management, or revenue growth roles
Experience managing professionals or revenue-generating teams
Strong understanding of pipeline management and performance metrics
Exceptional communication, organizational, and follow-up skills
Ability to work independently while collaborating across teams
Comfortable with public speaking and relationship-driven environments
Preferred
Experience using a CRM to manage deals, track KPIs, and enforce accountability
Benefits
Health insurance benefits
Retirement plan options
Paid time off and holidays
Annual all-expenses-paid firm trip (after eligibility period)
Company
Berlin Patten Ebling, PLLC
Berlin Patten Ebling is one of southwest Florida's few law firms concentrating on legal, title and litigation services specifically focused on real estate and estate planning.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Conaboy, Esq.
Partner
Chris Caswell
Attorney and Partner
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