Planet Depos

Worldwide Court Reporting & Litigation Technology

Sales Assistant

SalesSalesFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

Maryland

Posted

8 days ago

Salary

$23 - $24 / hour

Bachelor DegreeEnglish

Job Description

• 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 • Research & Marketing Support • 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.) • Administrative Tasks • 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 • In Person Client Interaction (Approx. 5%) • 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

Job 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)

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