SMB Team

• Serve as the primary point of contact for a small portfolio of law firm clients. • Serve as the final reviewer for all monthly financial packages produced by the accounting team before delivery to law firm partners. Verify that every client file maintains standards and accurate 3-way IOLTA matching. • Personally take over and execute the most severe, back-logged, or out-of-balance historical trust account cleanups and complex multi-entity onboarding files. • Actively supervise and mentor new or struggling team members. Design and implement structured training plans to close operational skill gaps regarding Clio mapping, trust rules, and self-review techniques. • Oversee the onboarding and setup for new bookkeeping clients and ensure a smooth experience. • Help build, refine, and maintain internal firm workflows, standardized closing checklists, and quality control systems to ensure scalability as the agency adds client volume. • Monitor individual team portfolio health, tracking deadlines, workload distribution, and client satisfaction metrics to report directly to the Director. • Handle everything from daily data entry to multi-month messy IOLTA trust cleanups and partner-facing calls. Billing portals (Clio, etc.), bank/CC accounts, accounts payable, and final, self-reviewed financial reporting packages. Includes optional payroll, AP/1099 reporting if required. • Immediately able to perform unassisted in balancing complex legal tech stacks and regulatory trust tracking (3-way reconciliations). • Other duties could include assisting in the sale of this service, handling general client matters, and attending events to represent this service to our clients.

Title : Creative Marketing Director Location: Philadelphia PA US Job Description: SMB Team is seeking an internal, Creative Marketing Director to join our team. This role exists to lead and elevate the creative engine behind SMB Team's marketing across all channels. The Creative Director is responsible for building and managing a high-performing, high-output creative operation — overseeing everything from brand identity, ad creative, and collateral to video production, photography, and copy. This is both a strategic and deeply hands-on role: the ideal candidate sets the creative vision, maintains an uncompromising standard of quality, and personally contributes to execution across disciplines at times. As a key partner to the CMO, CEO, and CIO, this person will work alongside a robust, powerhouse marketing team, collaborating with specialists across demand generation, paid media, content, and marketing operations to ensure creative output is aligned, high-performing, and impossible to ignore. Every piece of creative, whether an ad, a video, a landing page, or a photo shoot, must be on brand, conversion-focused, and built to perform. WHAT'S IN IT FOR YOU? An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. EDUCATION – Team member education and learning budget on courses, events and books. FUN – Company activities, outings, and retreats. INVESTMENTS – 401(k) with a 3% Match. WORK STYLE – Hybrid. Work from the office is required at times, and optional at others. The salary for this role is $130,000 annually. Key Responsibilities: - Creative Direction & Leadership - Lead and manage a mixed team of in-house employees, virtual assistants, and freelancers across all creative disciplines - Set the creative vision and maintain brand consistency across all output, such as ads, web/landing pages, photography, and video- with a strong understanding of conversion principles and user experience - Review, critique, and approve creative work before it goes live or is delivered to stakeholders - Foster a collaborative, high-output creative culture with clear standards and expectations - Translate insights and data into breakthrough creative and campaigns - Design & Branding - Direct and produce ad creative across digital channels - Own and evolve the brand identity, ensuring visual and tonal consistency across every touchpoint - Hands-on ability to execute in design tools (Adobe Creative Suite, Figma, etc.) when needed - Video Production & Content - Oversee and actively participate in the taping, directing, and editing of long-form and short-form video content for social media, websites, paid ads, and sales materials - Write and refine video scripts that are on-brand, engaging, and optimized for their intended platform - Manage the full video production pipeline from concept through final delivery - Stay current on platform-specific content formats and trends (Reels, TikToks, YouTube, etc.) - Photography - Plan and execute photo shoots — including product, lifestyle, and campaign photography - Direct talent, manage shot lists, and oversee post-production editing and retouching - Build and maintain a library of on-brand photo assets - Copywriting & Ad Copy - Write compelling ad copy and scripts that convert across paid and organic channels - Collaborate with marketing on messaging strategy and ensure copy aligns with campaign goals - Project & Team Management - With the assistance of a project manager, own the creative calendar - planning, scheduling, and prioritizing all projects across the team - Evaluate and contribute to project briefs, creating effective pre-production assets as needed to ensure production is on point - Assign and delegate tasks effectively across in-house staff, VAs, and freelancers - Set clear deadlines, manage workloads, and proactively flag capacity or timeline issues - Maintain and improve systems and tools for project tracking, asset management, and team communication - Operational Excellence - Develop and document repeatable workflows and SOPs for content creation, review, and delivery - Manage team members and VAs, as well as freelancers, vendors, and agencies as needed. - Hold yourself and your team members accountable to creative performance benchmarks and goals - Balance multiple projects simultaneously without sacrificing quality or missing deadlines - Leverage AI tools to accelerate output, while maintaining a high-quality output - Communicate clearly and professionally with leadership, internal teams, and external partners - Manage costs, balancing need for speed and agility with the bottom line Requirements - - 10+ years of progressive creative experience, with at least 3–5 years in a creative director or senior creative leadership role supporting C-level executives in a B2B environment, ideally within professional services or a B2B-focused agency - Demonstrated ability to make technical or complex subject matter feel compelling, human, and conversion-focused — with a strong understanding of how creative supports pipeline and revenue goals - Track record of recruiting, building, managing, and mentoring high-performing creative teams including in-house staff, freelancers, and VAs while delivering high volumes of output across multiple channels simultaneously - Hands-on experience with Adobe Creative Suite, Figma, and other modern design tools, with the ability to collaborate with and manage specialized creative experts across design, digital, video, photography, and related disciplines. - - This role does not require mastery of every creative platform or medium, but does require enough practical experience to lead creative teams effectively, evaluate quality of work, guide execution, and contribute within their own areas of strength. - Hands-on video production and editing experience -comfortable behind the camera, in post-production, and managing shoots from pre-production through final delivery - Skilled copywriter with demonstrated ability to write high-converting ad copy, video scripts, and campaign messaging - Fluent in AI-powered creative tools (image generation, video enhancement, copy assistance, workflow automation) with a clear perspective on how and when to deploy them; current on industry-standard equipment, software, and emerging platform formats - Highly organized with strong project management skills and experience working within formal PM systems (Asana, Monday.com, etc.) -proven ability to manage competing deadlines in a high-volume environment without compromising quality - Budget management experience - able to estimate costs, manage spend, and make smart resource decisions - Exceptional communicator and cross-functional collaborator - able to present concepts clearly, give and receive feedback constructively, and work effectively alongside marketing, sales, paid media teams, and executive leadership - Comfortable being held to performance metrics and working alongside performance marketing peers to optimize creative for measurable results - Professional, level-headed, solutions-oriented, and highly accountable - someone who leads by example and elevates everyone around them - Ability to thrive in a hybrid work environment, managing both in-office collaboration and remote team coordination effectively - Local to our Philadelphia office and able to work in the office when needed Benefits SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry. Bottom Line: We change lives. Want proof? Read our Google My Business reviews. There are three parts to our business: Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers. Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023. Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year. The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws. The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans

• Own full-cycle recruiting for assigned client law firms across all roles — attorneys, paralegals, administrative, and operations staff • Partner with client stakeholders (CEO, Managing Partner, COO, Office Manager) to build the job blueprint & job description before sourcing begins, ensuring alignment on the role, comp, and non-negotiables • Source, screen, and present a shortlist of qualified candidates using SMB Team's structured hiring methodology (scorecards, structured interviews, PI/behavioral assessments) • Manage the candidate pipeline and communication end-to-end, providing clients a weekly search-status update • Support offer structuring and negotiation on behalf of the client, ensuring compensation is realistic and competitive for a small/mid-sized firms • Track and report recruiting KPIs (time-to-fill, cost-per-hire, quality-of-hire, retention) to both the client and SMB Team leadership • Assist and support internal recruiting as needed

• Manage an assigned portfolio of VIP accounts by overseeing the client services to ensure they are performing well, on-time, and implemented to the clients’ needs. • Work with the clients and their staff to make strategy decisions and pivots. • Work with our internal services teams to strategize for the clients’ needs. • Identify areas where the clients’ services are lacking and offer proposed solutions to fill those gaps. • Coordinate and execute monthly reporting calls with the client. • Over-communicate with clients in an effective and clear manner regarding the work being performed and results achieved.

• Manage an assigned portfolio of accounts by overseeing the client services. • Work with the clients to make strategy decisions and pivots. • Work with internal services teams to strategize for the clients’ needs. • Identify areas where the clients’ services are lacking and offer proposed solutions. • Coordinate and execute monthly reporting calls with the client. • Over-communicate with clients regarding the work being performed and results achieved.

• Oversee the end-to-end production workflow for all video projects (from concept and scripting to editing and final delivery). • Define project milestones, set deadlines, and hold creative teams accountable to ensure projects are delivered on time. • Coordinate with videographers, editors, and scriptwriters to balance workloads and optimize team capacity. • Act as the final line of defense for content quality. Review and approve social posts for copy accuracy, proper tagging, formatting, video rendering, and brand alignment before they go live. • Ensure the team meets scheduled posting cadences without gaps. • Regularly pull and synthesize analytics from YouTube Studio (tracking metrics like Watch Time, Retention Rate, Click-Through Rate/CTR, and Audience Demographics). • Prepare and lead monthly or quarterly client calls to present comprehensive social media analytics, video performance reports, and overall project health. • Translate data insights into actionable recommendations to optimize future video and content strategies based on client feedback and goals. • Serve as a trusted, professional point of contact for clients regarding their video and organic social media deliverables.

• Build & Maintain AI Workforce Pro • Develop new features, fix bugs, and maintain stability of the AI Workforce Pro platform • Integrate updates from the upstream open-source fork safely without breaking existing functionality • Collaborate with the Technology team to evaluate new UI/UX approaches as the AI landscape evolves • Complete cleanup and stabilization of the AI XDR product in preparation for launch • Ensure code quality, documentation, and deployment pipelines meet launch standards • Build and maintain internal tools and automations that support SMB Team operations • Collaborate with other teams to scope, design, and ship technology solutions for internal needs and external client-facing products • Write clean, well-documented, maintainable code and participate in peer code reviews • Contribute to engineering documentation, technical runbooks, and shared development standards • Proactively identify and flag technical debt, scope risks, and blockers • Development & maintenance of CI/CD pipeline including buildout of preproduction environments • Work closely with the Director of Technology Operations on sprint planning and project prioritization • Surface technical constraints early in the product development process to inform product decisions • Enable leadership to focus on product management and product owner responsibilities by executing reliably and autonomously on engineering tasks

• Monitor and triage incoming post-launch support tickets; categorize, prioritize, and route to appropriate team members within SLA windows • Verify Marketing Specialists have gathered all necessary client information before assigning tickets to developers; set and communicate timelines and next steps • Follow up with developers and Marketing Specialists to confirm task completion and client satisfaction • Support minor QA checks on deliverables before client-facing milestones; assist with offboarding procedures and documentation • Maintain accurate records across project management and client portal platforms • Provide backup support for onboarding and website teams; participate in team meetings and contribute to SOP feedback and process improvement initiatives

• Oversee end-to-end delivery of all Fractional COO & Coaching engagements, ensuring methodology consistency and client satisfaction across the portfolio. • Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning. • Work with the COO of SMB Team to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements. • Handle client escalations related to the departments led, while working with other departments when needed. • Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability. • Maintain business operating rhythms and systems within the fractionals team including KPI’s and quarterly boulder planning. • Manage & optimize the department budgets including capacity planning of the delivery teams. • Work with tech teams to build systems and processes including automations and AI assisted workflows

• Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools). • Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent. • Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation. • Perform data mapping and light data migration tasks required to support AI tool onboarding. • Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems. • Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation. • Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library. • Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO. • Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations.