Business Development Representative

Business Development & Client Engagement Specialist

Location:

West Hartford, CT (Hybrid – Minimum 2 Days/Week In-Office) Compensation: $90,000–$105,000 Base Travel:
Minimal; occasional conferences, networking events, and client meetings. Industry: Legal Services | Insurance | M&A | Professional Services Why This Role Stands Out

• High-impact role partnering directly with attorneys and firm leadership.
• Opportunity to help build and improve a growing business development function.
• Play a key role in modernizing business development processes and technology.
• Collaborative, entrepreneurial culture focused on continuous improvement.
• Significant opportunity for professional growth as the firm continues to scale.

About the Company This organization is a boutique law firm specializing in insurance, regulatory, and M&A matters. The team combines sophisticated legal expertise with a collaborative, client-focused culture. As the firm continues to grow, it is investing in modernizing operations, business development, and technology to create a scalable, best-in-class client experience. Key Responsibilities

• Own and maintain the firm's CRM, ensuring accurate pipeline management, data integrity, and visibility.
• Coordinate prospective client communications from initial inquiry through attorney engagement.
• Build trusted relationships with prospective clients, referral partners, and internal stakeholders.
• Capture detailed meeting notes and prepare attorneys with clear client summaries, insights, and next steps.
• Drive proactive follow-up so opportunities never fall through the cracks.
• Produce pipeline reports, KPI dashboards, and business development analytics.
• Research prospective clients, referral partners, and target markets.
• Identify and implement improvements to business development workflows and client experience.
• Learn new technology and serve as a champion for adoption of business development tools across the firm.

Qualifications

• 2–5 years of experience in business development, client success, sales operations, account management, or a similar client-facing role.
• Experience managing CRM systems with exceptional attention to detail.
• Outstanding organizational skills and follow-through.
• Strong written communication with the ability to capture clear, actionable meeting notes.
• Professional presence and confidence communicating with executives, attorneys, and business owners.
• Analytical mindset with a passion for improving processes and solving problems.
• Comfortable learning new technology and helping others adopt new tools and workflows.
• Strong Excel skills and experience working with business metrics and reporting.

Preferred Qualifications

• Experience in legal services, insurance, consulting, financial services, or another professional services environment.
• Experience with Salesforce, Hub Spot, Clio Grow, Zoho, or similar CRM platforms.
• Experience supporting technology implementation, workflow improvements, or business process initiatives.
• Familiarity with EOS® (Entrepreneurial Operating System) is a plus.

Compensation Base Salary: $90,000–$105,000 Annual Performance Bonus based on operational excellence, business development KPIs, process improvement, and overall firm performance. This is a salaried position with no sales quota or commission plan. Benefits & Perks

• Medical
• Dental
• Vision
• 401(k)
• Competitive PTO
• Hybrid work environment
• Professional development opportunities
• Direct partnership with attorneys and firm leadership
• Opportunity to help shape and grow the firm's business development function

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.

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