Sales Assistant

Planet Depos is a company focused on providing client experience and business growth, and they are seeking a Sales Assistant to support their Senior Account Executive. The role involves assisting with administrative tasks, research, marketing support, and maintaining client relationships. Responsibilities 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 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 Skills 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 Ability to manage multiple priorities and adjust quickly in a fast-paced environment Bachelor's degree preferred 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) Company Overview Planet Depos is a legal services company specializing in court reporting, videography, and video conferencing services. It was founded in 2008, and is headquartered in Norfolk, Virginia, USA, with a workforce of 201-500 employees. Its website is