Sales Assistant

🕒 March 6

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Logo of Planet Depos

Planet Depos

201 - 500 employees

🤝 B2B

Legal Tech • B2B

Planet Depos is a premier court reporting and litigation technology company, providing services across the globe. Specializing in real-time court reporting, legal videography, and remote proceedings, Planet Depos leverages advanced AI tools to deliver secure and efficient litigation support. With a large network of certified court reporters and comprehensive technology solutions, they serve legal professionals in over 55 countries, offering transcription, translation, and interpretation services. Planet Depos is praised for their professionalism, reliability, and innovative technology, ensuring that legal proceedings are conducted smoothly and effectively anywhere in the world.

📋 Description

• SAE Admin & Marketing Support (Remote 95%) -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 • Research & Marketing Support • 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.) • Administrative Tasks • 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 • In Person Client Interaction (Approx. 5%) • 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

🎯 Requirements

• 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 • Bachelor’s degree preferred • Ability to manage multiple priorities and adjust quickly in a fast-paced environment

🏖️ 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)

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