Sales Assistant

Planet Depos

Sales Assistant supporting a Senior Account Executive at Planet Depos LLC. Role involves CRM coordination, client interaction, and marketing support in a hybrid remote setup.

Posted 6/12/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $24 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

Medical
Dental
Vision
Voluntary Term Life Insurance
Voluntary Long Term Disability
PTO
Paid Holidays
401(k)
Employee Assistance Program (EAP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceMicrosoft Officedatabase managementreport generationlead generationcalendar managementexpense reportingevent logisticsclient interaction trackingresearch

Soft Skills

communicationattention to detailorganizational skillscustomer serviceprofessionalismmultitaskingadaptabilitycollaborationproactivityrelationship management