Planet Depos

Manager

• Schedules depositions and other legal proceedings in complex, confidential cases.
• Establishes new and existing client relationships by demonstrating expertise and responding quickly to inquiries.
• Manages logistical arrangements for clients.
• Provides exceptional customer service and maintains attention to detail.
• Monitors scheduling email folder to assist with same-day job issues.
• Enters detailed data into database software.
• Reserves conference rooms and meeting locations.
• Sends confirmations and job updates to clients and resources via email.
• Performs quality control checks on team members’ work.
• Assists in training other colleagues and documents case orders.

Domestic Scheduling Case Manager

Sales

• 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
• Conduct research on law firms, decision-makers, and industry news using platforms like LinkedIn, Law360, and legal journals
• 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

Sales Assistant

• Support a Senior Account Executive (SAE) by driving client experience and marketing initiatives
• Maintain accurate client profiles and manage CRM tasks in Salesforce
• Conduct research on law firms and assist in marketing campaigns
• Handle administrative tasks including calendar appointments and expense reports
• Professionally interact with clients and support marketing events