Sales Assistant

🕒 il y a 3 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Planet Depos

Planet Depos

201 - 500 employés

🤝 B2B

Legal Tech • B2B

Planet Depos est une entreprise de premier plan dans les domaines de la sténographie judiciaire et de la technologie de litige, offrant des services à l'international. Spécialisée dans la sténographie judiciaire en temps réel, la vidéographie légale et les procédures à distance, Planet Depos utilise des outils d'IA avancés pour offrir un soutien en litige sécurisé et efficace. Avec un vaste réseau de sténotypistes certifiés et des solutions technologiques complètes, elle sert les professionnels du droit dans plus de 55 pays, proposant des services de transcription, de traduction et d'interprétation. Planet Depos est reconnue pour son professionnalisme, sa fiabilité et sa technologie innovante, garantissant le bon déroulement des procédures judiciaires partout dans le monde.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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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