Business Development Specialist - Financial Transactions

Posted Yesterday
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Houston, TX, USA
In-Office
Junior
Information Technology • Legal Tech
The Role
Supports business development efforts for a law firm: creates pitch books, proposals and presentations; conducts client/industry research; maintains BD content and CRM records; assists marketing communications, events, and practice group planning; coordinates meetings and reporting; tracks awards/directory submissions. Owns tactical execution from identification through implementation.
Summary Generated by Built In
This exempt position provides direct support in the execution of a wide variety of business development efforts and initiatives including pitch books, presentations, proposals, research, content administration, marketing communications, events and practice group coordination. The Specialist has primary responsibility for a number of initiatives, projects or other business development efforts from strategic identification through tactical execution and implementation.

Essential Duties

Pitch Books, Presentations and Proposals:

  • Responsible for creation, tailoring, and production of pitch books, presentations and proposals and tracking relevant information in the firm’s pitch book and proposal databases.
  • Coordinate the capturing of revisions made to lawyer resumes, practice descriptions and experience records in the course of preparing a pitch book or proposal and applying any permanent updates to the business development documents and databases. Identify and recommend newly drafted content that should be culled from pitch books and proposals and added to the business development databases.

Research:

  • Partner with the Business Development Manager and section leadership to identify the need for specific company, client, industry, competitor, and industry trends research using the firm’s research tools and internal databases to assist with business development efforts. Liaison with the department’s Competitive Intelligence Group on firm research projects.

Content Administration: 

  • Accountable for regular updates practice group overviews, deal and case charts, representative client lists, and other materials. Provide updates on lawyer resumes to the website team for periodic updates.
  • Support the collection of experience from attorneys and practice groups for inclusion in the firm’s business development databases. Ensure experience submissions meet the firm’s style standards.
  • Prepare submissions for key directory rankings, awards and league tables.
  • Maintain and update practice group distribution and event lists in the firm’s customer relationship management (CRM) system.
  • Update the firm’s CRM system to track new and developing business as directed by the BDMs.

Marketing Communications:  

  • Work with the Business Development Manager and marketing operations colleagues to leverage collected experience by distributing information through multiple communications channels, e.g., website, press releases, social media and directory submissions.
  • Prepare and develop internal newsletters and assist Business Development Managers with external client communications.
  • Proofread various marketing communication pieces.

Events: 

  • Assist Business Development Manager with various business development events and sponsorships by working with the firm’s Event Specialists on event logistics, invitation list creation and updating, invitation design, event material preparation, reminders, and follow-up communications.
  • Responsible for assigned events including the strategy, subject matter, planning, execution and follow up plan.
  • Assisting the Business Development Manager and Event Specialist during the event.
  • Updating firm’s CRM system to track post-event follow-up and return on investment.

Practice Group Coordination:

  • Work directly with the Business Development Manager and relevant section chairs to coordinate annual business planning and goal development, formulate the overall strategy, and execute the tactical business development/marketing plans each year.
  • Coordinate all aspects of practice group and client team business development meetings. Prepare and circulate relevant pre/post meeting materials.
  • Review and update periodic accounting reports, working with the Business Development Manager.

Other Duties

Perform related duties as assigned.

Reporting Relationship

The Business Development Specialist reports directly to the Business Development Manager with a dotted line relationship to the Chief Marketing Officer and the relevant section chairs.

Subordinate staff: N/A

Qualifications

Knowledge/Experience:

Two or more years of work experience in professional services, marketing/business development or corporate communications is preferred. Strong computer proficiency is a must, with particular knowledge of Microsoft Word, Excel and PowerPoint. Experience with middle market corporations and/or private equity sector desired.

Skills

Excellent communication skills, including listening, writing, proofreading and editing, and superior attention to detail. Strong work ethic and positive client service orientation. Enthusiasm and dedication to the development of a professional services business development career. Ability to learn new software such as InterAction and a variety of competitive and business intelligence tools is required. Must be able to handle multiple projects in a fast-paced environment with tight deadlines. Must be poised and able to exhibit professional diplomacy amid high stress situations. Strong teamwork skills and ability to take ownership of numerous assigned tasks.

Education

Bachelor’s degree. Graduate degree a plus.

Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time.  When coordinating/attending special events, might be required to move around up to 100% of the time.  This position constantly operates computers, printers and other office productivity machines (e.g., fax machine, copier, etc.)  Occasionally required to move documents or files weighing up to 15 lbs.  This position requires constant communication and exchange of information with the firm attorneys, vendors, clients and staff.  This position must be able to inspect and observe information on a computer screen at least 80% of the time.

Working Conditions

Office Environment.  Overtime and occasional travel required.

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone has been doing business in Houston for more than 30 years – consistently providing value to our clients in the local community, the U.S., and internationally. Our lawyers help major corporate clients grow and thrive in this energetic city, which has major connections to Latin America, Europe and Asia. Our Houston office focuses on energy, private equity, technology, real estate, intellectual property, environmental, business litigation, appeals, bankruptcy and restructuring, labor and employment, employee benefits and executive compensation, finance, tax, securities, mergers and acquisitions, and public and international law. We believe our people are the driving force behind our success in Houston. Because we value the role every individual plays in delivering exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Skills Required

  • Bachelor's degree
  • Graduate degree
  • Two or more years' experience in professional services, marketing/business development, or corporate communications
  • Strong computer proficiency with Microsoft Word, Excel, and PowerPoint
  • Ability to learn and use InterAction and competitive/business intelligence tools; CRM database maintenance
  • Experience creating and producing pitch books, presentations, and proposals and updating proposal/pitch databases
  • Excellent communication, writing, proofreading, editing skills and superior attention to detail
  • Ability to manage multiple projects in a fast-paced environment and meet tight deadlines; strong teamwork and client service orientation
  • Experience with middle market corporations and/or private equity sector
  • Event planning and coordination experience, including logistics and post-event follow-up tracking

Haynes and Boone, LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Haynes and Boone, LLP and has not been reviewed or approved by Haynes and Boone, LLP.

  • Wellbeing & Lifestyle Benefits The firm’s HB Well program provides access to counseling/coaching, mindfulness and resiliency resources, and fitness discounts, with onsite amenities supporting physical health. Feedback suggests these structured wellness offerings are accessible to employees and their families.
  • Parental & Family Support Caregiver navigation support and recognition as family‑friendly signal a supportive stance for parents and caregivers. Feedback suggests inclusion networks and flexible policies help employees manage family responsibilities.
  • Career-Linked Recognition & Rewards Inclusion & Engagement efforts can earn a special annual bonus, with credited hours counting toward billable thresholds. Feedback suggests pro bono and inclusion work receive tangible recognition alongside core performance.

Haynes and Boone, LLP Insights

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The Company
HQ: Dallas, TX
1,424 Employees
Year Founded: 1924

What We Do

Haynes Boone, is an international corporate law firm with 19 offices, spanning Texas, New York, California, Charlotte, Chicago, Denver, Virginia, Washington, D.C., London, Mexico City and Shanghai, providing a full spectrum of legal services in energy, technology, financial services and private equity. With about 650 lawyers, Haynes Boone is ranked among the largest U.S.-based firms by The National Law Journal, The American Lawyer and The Lawyer. It was recognized in the BTI Consulting Group’s 2022 “A-Team” report, which identifies the law firms that in-house counsel commend for providing superior client service. The firm is also recognized as a leader in DEI initiatives. It achieved Mansfield Rule 5.0 certification in 2022 after completing a rigorous 12-month collaboration with Diversity Lab.

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