Sales Assistant

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