Teams at SMB Team

Manage a portfolio of digital marketing accounts for attorney clients: coordinate strategy with clients and internal teams, identify gaps and upsell, run reporting calls, over-communicate results, and ensure campaigns (SEO, PPC, social) deliver measurable outcomes.

Lead a portfolio of VIP legal clients, drive strategy and service execution across PPC, SEO, web, video and social, coordinate reporting calls, identify upsell opportunities, and maintain proactive, clear client communication to achieve results.

Support annual budgeting, monthly forecasts, and unit-level financial models. Partner with business leaders to validate assumptions, monitor performance, and recommend actions. Build deal models and support M&A due diligence and post-close integration. Prepare reporting, dashboards, variance analyses, and executive presentations; improve processes and automate reporting.