Planet Depos

Sales Assistant

Planet Depos

full-time

Posted on:

Location Type: Remote

Location: California • District of Columbia • United States

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Salary

💰 $23 - $24 per hour

About the role

  • 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

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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRMtask managementSalesforcereport generationlead generationdatabase upkeepexpense reportingcalendar managementevent supportresearch
Soft skills
written communicationverbal communicationattention to detailorganizational skillsprofessionalismcustomer servicemultitaskingadaptabilityclient responsivenesscollaboration
Certifications
Bachelor's degree