SMB Team

Chief Marketing Officer

• Spearhead the SMB Team’s entry into non-legal business segments by building a high-growth marketing engine.
• Refine brand positioning and launch multi-channel lead generation campaigns.
• Own the full funnel from initial ad spend to lead nurturing and performance analysis.
• Design, launch, and measure paid ad campaigns, optimizing for scale and efficiency.
• Create and execute a content calendar spanning website content to organic social media posts.
• Track, report, and analyze results while continuously raising performance bars.

Marketing Director

Artificial Intelligence

• Own Company-Wide Technology & AI Strategy
• Define and maintain the long-term architecture for SMB Team and affiliated entities
• Ensure all technology decisions ladder up to scalability, leverage, and client results
• Design and Implement an Agentic Operating Model
• Architect AI agents across sales, service delivery, finance, operations, and internal reporting
• Clearly define what decisions should be automated vs human-led
• Establish a single source of truth for client and operational data
• Ensure real-time updates, notifications, and intelligent recommendations across teams
• Own data security, access permissions, and AI governance standards
• Ensure compliance across all tools, vendors, and integrations
• Set standards for tools and platforms
• Approve or reject technology investments and manage the tech budget
• Lead through influence and clarity, not micromanagement
• Partner closely with department leaders to redesign workflows and operating models

Chief Technology, AI Officer

Performance Marketing

• Manage and pace a substantial annual media budget (est. $3M+), autonomously reallocating spend between campaigns, ads and channels/platforms to grow marginal efficiency and increase pipeline performance.
• Develop quarterly media plans that align with company KPI targets and allocate budget to hit or exceed established KPIs.
• Execute daily optimizations, working with the larger Marketing team on the offer, creative, messaging, and landing pages to optimize results.
• Take full ownership of the accuracy of campaign setup, audience segmentation, budget allocation, copy/creative assets, and ad-to-landing-page routing across all platforms.
• Analyze why ads succeed or fail and submit data-backed requests to the creative team for the development of new, higher-performing assets.
• Own the "Source of Truth" for data; utilize third-party tools to validate platform metrics and ensure we are optimizing for revenue and return.
• Continuously find new pockets of scale while maintaining CPA targets.
• Report weekly to leadership not just on "stats," but on business impact—translating ad performance into revenue projections and strategic recommendations.

Marketing Director

Chief Technology, AI Officer

Performance Marketing Manager, Paid Media