Business & Sales Development Representative

Mason Law and Planning Group, LLC is hiring a Business & Sales Development Representative to support the firm’s growth across Colorado Springs and surrounding areas. This onsite role in Monument, CO focuses on building referral partnerships, managing outreach performance through CRM and analytics, and helping ensure community leads are smoothly handed off to the right internal teams. You will also represent the firm at educational seminars, networking events, and industry functions.

Role Focus

As a growth engine for the business, you will identify and secure strategic referral partners such as CPAs, financial advisors, real estate agents, and estate planning professionals. Outreach is designed to generate quality partner referrals and new client engagements, while ongoing measurement helps keep efforts aligned with business growth targets.

Responsibilities

• Proactively identify, prospect, and secure high-value relationships with strategic referral partners.
• Run targeted outbound networking campaigns to expand market presence.
• Communicate the value proposition of Mason Law & Planning Group to prospective partners.
• Track partner engagement, referral source touchpoints, and prospective lead activity using CRM systems.
• Monitor relationship conversion rates, manage referral pipelines, and evaluate marketing ROI.
• Facilitate seamless handoffs between community leads and internal legal or consultation teams to support prompt follow-up and strong lead-to-client conversion.
• Plan, host, and facilitate educational seminars, networking events, and partner roundtables.
• Measure event attendance, engagement metrics, and follow-up ROI to refine community engagement strategies.
• Represent the firm as a polished, credible, and persuasive ambassador at local functions and industry events.
• Immerse yourself in the firm’s brand philosophy, legal service offerings, and high-touch client care standards to represent the firm authentically.
• Collaborate with attorneys, leadership, client care, and marketing to align business development plans with firm values and operational goals.

Requirements

• Strategic approach to relationship building, including goal-setting, objection handling, and measurable referral outcomes.
• Exceptional interpersonal skills with a proven ability to turn introductions into long-term professional alliances.
• Ability to connect outreach activity to bottom-line results using CRMs and analytics to track and optimize performance.
• Eagerness to master “The Mason Law Way” by internalizing services, mission, and professional standards.
• Highly polished and articulate presence for one-on-one executive meetings and public speaking or event settings.
• 2+ years of success in business development, sales, client management, community outreach, or professional services (legal, financial, real estate, healthcare) preferred.

Technologies

• CRM systems
• CRMs
• analytics

Compensation and Benefits

Pay: $50,000.00 to $60,000.00 per year.

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Location, Travel, and Work Style

• Work location: In person
• Primary location: Monument, CO 80132 (Preferred)
• Ability to commute: Monument, CO 80132 (Preferred)
• Willingness to travel: 50% (Required)

Application Questions

• Why do you want to work for Mason Law in this role?
• Do you live within 20 miles of Monument?