Chief Marketing & Intake Officer

Chamberlain Advisors is conducting an executive search for Certum Legal Solutions (CLS), a technology-forward legal services platform building a national, vertically integrated personal injury and mass tort enterprise. CLS integrates insurance, litigation funding, and legal-service solutions under a single platform and acquires leading plaintiff law firms across the United States.

About the role

The Chief Marketing & Intake Officer will own marketing and intake end-to-end, sitting atop both lead generation and conversion to ensure accountability for the cost and quality of every acquired case. This is a greenfield opportunity to build the marketing engine and intake function on a Salesforce-centric foundation, deploy capital across channels, and scale the function across a rapidly growing multi-brand portfolio.

You will report to the Chief Executive Officer, partner directly with the COO/CTO, and own the function's P&L. The role requires a strategic leader who can stand up a marketing organization from scratch, launch measurable campaigns quickly, and drive data-driven decision-making in a high-growth, acquisitive environment.

Responsibilities

• Marketing Strategy & Multi-Channel Capital Deployment
  • Set channel strategy tort-by-tort and market-by-market across paid digital, search, social, performance affiliate/aggregator networks, and mass media (TV, radio, out-of-home).
  • Allocate and reallocate spend against performance data, scaling toward a nine-figure annual marketing investment.
  • Hire and lead a team to bid and reallocate capital daily, holding operators accountable to KPIs.
  • Direct agency and aggregator partners, centralizing or decentralizing spend as needed to reduce third-party lead dependency.
  • Navigate multistate regulatory complexity, building compliant workflows that account for jurisdictional differences.
• Intake & Conversion Operations
  • Own lead-to-retainer conversion, ensuring quality control before handoff to operations.
  • Partner with intake leadership to build a 24/7 multi-channel contact center (phone, web, chat, SMS) within ~12 months, with DocuSign/SMS retainers.
  • Drive KPIs: 90%+ answer rate, speed-to-lead, scripting, and lead-to-retained conversion for high-stakes claimants.
  • Scale the funnel to handle ~1,000 leads/day, converting 50–60 cases/day.
• Performance Analytics & Unit Economics
  • Own cost per acquired/retained case as the north-star metric, supported by cost-per-lead and full-funnel tracking.
  • Calibrate acceptable acquisition costs by case type (e.g., routine vs. catastrophic matters).
  • Build attribution frameworks, dashboards, and board-grade reporting with granular metadata (device, time of day, ad engagement).
  • Defend spend decisions with data, framing investments in case economics for executives and investors.
• Technology, AI & Salesforce Enablement
  • Serve as a Salesforce power user, building reports/dashboards and owning outputs end-to-end.
  • Stand up and harden marketing integrations with redundancy/checkpoints to prevent silent failures.
  • Deploy generative/agentic AI (e.g., voice agents, automated record pulls) while keeping humans in the loop for disclaimers and distressed callers.
  • Design technology solutions alongside workflows to eliminate manual workarounds.
• Leadership, Integration & Culture
  • Recruit and develop a 50+ person marketing/intake team, holding operators to consistent metrics.
  • Assess acquired firms’ market opportunities and build brand-specific growth plans on a 30/60/90-day integration arc.
  • Lead change through influence, treating founder-attorneys as partners with real stakes.
  • Foster an ego-checked, accountability-first culture: surface problems early, own mistakes, and communicate proactively.

Requirements

• 10+ years of marketing leadership in high-volume, consumer-facing environments with progressive P&L ownership.
• Deep expertise in multi-channel consumer marketing (paid digital, search, social, affiliates, TV/radio/out-of-home).
• Personal-injury or legal marketing experience strongly preferred; adjacent regulated verticals (e.g., debt settlement, mortgage, RIA) considered if funnel economics and multistate complexity transfer.
• Working knowledge of high-volume intake/contact-center operations to lead conversion without being the deepest specialist.
• Fluency in consumer-acquisition economics: cost per acquired case, lead-funnel analysis, and attribution.
• Experience marketing regulated, multistate professional services with command of jurisdictional differences.
• Current understanding of generative-AI optimization (not legacy SEO).
• Salesforce power user preferred (reports/dashboards, workflow design).
• Hands-on experience deploying generative/agentic AI in production.
• Track record of building functions from scratch and launching live campaigns quickly in high-growth environments.
• Private-equity-backed or acquisitive multi-brand experience preferred, including investor presentations.
• Ability to lead acquired-firm change through influence and data, not authority.
• Remote within the U.S. (Dallas/DFW area preferred); travel as needed to operations/acquired-firm locations.
• Bachelor’s degree required; advanced degree preferred.

About Our Client

Certum Legal Solutions is a first-of-its-kind, technology-forward legal services platform integrating insurance, litigation funding, and legal-service solutions under one roof. Through its affiliated trial firm, CLS acquires leading plaintiff law firms and empowers founders with capital, technology, and operational scale to help injured and wronged people secure compensation.

Compensation

Competitive base salary, performance bonus, equity participation, and benefits.