Planet Depos

Accounts Receivable

• Analyze and monitor account balances, including effective overdue control and follow-up program for all customer accounts that are late, overdue, or potentially overdue
• Contact customers via e-mail and phone to discuss overdue balances and encourage timely payments
• Monitor accounts daily and identify outstanding account receivables
• Assist with customer account reconciliation and investigate historical data for balances.
• Providing customer service regarding collection issues, process customer refunds, review account adjustments and resolve client discrepancies and short payments
• Prepare and present reports on collection activities and progress
• Process customer payments and maintain cash receipts records
• Handle accounts receivable calls and correspondences in a fast-paced goal-oriented environment
• Resolve with billing challenges and customer credit challenges
• Assist with account receivable reconciliations
• Accountable for reducing delinquency for assigned accounts
• Perform other accounts receivable collection duties as assigned

Accounts Receivable Collection Specialist

Journalist

• Support the success, performance, quality, and professional development of court reporters.
• Serve as a key resource for reporter mentorship, coaching, education, quality assurance, and transcript delivery management.
• Monitor transcript quality and performance trends and support onboarding and growth of new reporters.
• Assist in maintaining learning platforms and educational content utilized by Planet Depos reporters.
• Build and maintain strong working relationships with independent contractor reporters.

Reporter Success Manager

Sales

• 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

Sales Assistant

Full-stack Engineer

• Own the AI architecture across Planet Depos’s product surface
• Set the agentic-first development pattern for the team
• Ship agentic product surfaces in production
• Define the specific outcomes the agent has to deliver

Accounts Receivable Collection Specialist

Reporter Success Manager

Sales Assistant

Principal Software Engineer – AI Specialist Track