Business Marketing Senior Specialist – M&A, PE, Capital Markets

Position summary: This role is part of the Business Unit Marketing Team, which acts as the strategic consultant to, and primary bridge between, practice group leadership and the broader Marketing & Client Development organization. This team translates commercial objectives and competitive insight into marketing and client development plans. They work across Marketing & Client Development to activate these plans, offering the appropriate level of strategic and tactical support tailored to the needs of each business unit. Specific duties and responsibilities include, but are not limited to, the following: 

Position responsibilities:  

• Pitch & Proposal Production: Execute the physical build and high-fidelity formatting of pitches, proposals, and responses to ensure a premium client-facing experience. 

• CRM & Pipeline Data Stewardship: Serve as the "Power User" for the CRM (Salesforce), ensuring the practice’s sales pipeline and activities are meticulously tracked for reporting. 

• Credential & Experience Management: Manage the ongoing collection and organization of practice matter experience and deal sheets within the firm’s central databases. 

• Market Research Execution: Utilize firm technologies (e.g., Pitchbook, CapitalIQ) to execute dossiers and research reports in support of pitch meetings and partner requests. 

• Sponsorship Fulfillment Coordination: Manage the tactical delivery of sponsorship requirements, including logo submissions, ad placements, and ticket allocations. 

• Enabler Coordination for Content: Liaise with Strategy & Enablement to stage practice-specific content on digital channels and ensure SEO metadata is implemented. 

• BU Event Support: Facilitate logistical support for practice-led events, including managing RSVP data and on-site material requirements. 

• Performance Data Stewardship: Ensure all BU activity is correctly tagged in the CRM to allow the Insights team to provide accurate optimization guidance. 

• All other duties as assigned or required 

Skills and experience:  

Required: 

• After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications 

• Ability to work extended and/or weekend hours, as required 

• Ability to travel, as required 

• 4+ years directly applicable experience (e.g., marketing or business development) 

• Prior professional services industry experience and/or B2B marketing experience   

• Demonstrated ability to exhibit analytical and critical thinking in day-to-day tasks along with the proven ability to operate at an elevated level in terms of scope of responsibility, judgement and autonomy     

• Ability to work independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in the areas below, become a resource and mentor to others and more as they progress in different roles within the department 

Preferred: 

• Bachelor’s degree 

• Prior legal industry or professional services experience  

Competencies:  

• Entrepreneurial by nature 

• Excellent attention to detail 

• Approaches tasks through a lens of quality and consistency  

• Approaches tasks through a digital first lens 

• Strong verbal and written communication skills 

• Ability to organize, prioritize and coordinate multiple activities 

• 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, client data  

• High level of professionalism at all times