Planet Depos is a company focused on providing client experience and business growth, and they are seeking a Sales Assistant to support their Senior Account Executive. The role involves assisting with administrative tasks, research, marketing support, and maintaining client relationships.
Responsibilities
- CRM & Task Management in Salesforce
- Support day-to-day administrative needs including contact and job assignment requests, and database upkeep
- Maintain accurate and up-to-date client profiles
- Create follow-up tasks, log meeting notes, and track client interactions and activity
- Generate Salesforce reports to identify trends and segment clientele, including top clients, decreasing accounts, and prospects
- Proactively catch leads, tasks and events needing SAE’s attention to ensure nothing slips through the cracks
- Conduct research on law firms, decision-makers, and industry news using platforms like LinkedIn, Law360, and legal journals
- Set up and monitor docket alerts for key accounts
- Support outbound marketing campaigns including e-blasts, drip campaigns, and strategic client mailings
- Track and assist with lead generation efforts across multiple platforms
- Help create memorable client experiences by preparing and sending gifts, handwritten notes, and swag for targeted campaigns (onboarding, holidays, client check-ins, etc.)
- Coordinate calendar appointments, client meetings, and travel arrangements
- Process expense reports accurately and on time
- Manage logistics such as restaurant reservations, gift packing, shipping, and event support
- Maintain relationships with vendors for gifting and swag to ensure timely delivery and quality
- Professionally handle occasional client check-ins or quick requests as delegated by the SAE
- Attend sponsorship events, lunch-and-learns, and other client-facing events
- Collaborate with back office on coverage issues, billing inquiries, or troubleshooting
- Ensure timely follow-through and client responsiveness on delegated follow-up tasks
Skills
- Legal field experience preferred
- Strong written and verbal communication skills
- Comfort with Microsoft Office products (Word, Excel, PowerPoint, Outlook)
- Salesforce experience is a plus
- Exceptional attention to detail and strong organizational skills
- High level of professionalism and customer service mindset
- Ability to manage multiple priorities and adjust quickly in a fast-paced environment
- Bachelor's degree preferred
Benefits
- Medical
- Dental
- Vision
- Voluntary Term Life Insurance
- Voluntary Whole Life Insurance
- Voluntary Long Term Disability
- PTO
- Paid Holidays
- 401(k)
- Employee Assistance Program (EAP)
Company Overview
Planet Depos is a legal services company specializing in court reporting, videography, and video conferencing services. It was founded in 2008, and is headquartered in Norfolk, Virginia, USA, with a workforce of 201-500 employees. Its website is http://planetdepos.com.
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