Sales Assistant

Summary: Planet Depos is seeking a Sales Assistant to support a Senior Account Executive in enhancing client experience and driving business growth. The role involves administrative support, research, and marketing initiatives, allowing for strategic contributions in a dynamic work environment. Responsibilities: - 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 Required Qualifications: - Strong written and verbal communication skills - Comfort with Microsoft Office products (Word, Excel, PowerPoint, Outlook) - 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 Preferred Qualifications: - Legal field experience preferred - Bachelor's degree preferred - Salesforce experience is a plus Required Skills: Legal Field Experience, Microsoft Office, Salesforce, Customer Service 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)