Sales Assistant
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Job Location:
Richmond, VA - USA
Hourly Salary:
USD 23 - 24
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
The Sales Assistant plays a key role in supporting a Senior Account Executive (SAE) by helping drive client experience marketing initiatives and overall business growth. This is an ideal opportunity for a creative problem-solver who enjoys dynamic work and loves that every day brings something new. Youll work closely with the SAE to support their book of business strengthen client relationships and bring thoughtful marketing and outreach campaigns to life.
This role is well suited for an entry-level professional and offers exposure to litigation sales CRM (Salesforce) coordination research and creative marketing execution with opportunities to contribute strategically as you learn a unique and complex business.
SALES ASSISTANT ESSENTIAL JOB RESPONSIBILITIES:
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 SAEs 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
SALES ASSISTANT LOCATION:
Richmond VA
SALES ASSISTANT COMPENSATION:
$23.00 - $24.04 per hour
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)
- 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
- Bachelors degree preferred
- Ability to manage multiple priorities and adjust quickly in a fast-paced environment
WHAT SUCCESS LOOKS LIKE IN THIS ROLE:
- The SAE feels consistently supported and ahead of schedule
- Client interactions are timely proactive and well-coordinated
- Marketing campaigns are executed smoothly and creatively
- Salesforce remains accurate organized and actionable as a client intelligence hub
- The Specialist anticipates needs flags risks and finds solutions quickly
EOE M/F/D/V
Required Experience:
Junior IC
Key Skills
- Sales Experience
- Time Management
- Data Entry
- Customer Service
- Microsoft Outlook
- Microsoft Word
- Computer Literacy
- Microsoft Powerpoint
- Furniture Sales
- Microsoft Excel
- Administrative Experience
- Sales Support
About Company
Planet Depos is a global court reporting company, providing best-in-class court reporting, videography, videoconferencing, interpretation, and trial support services. With local court reporters and videographers located around the world, Planet Depos can cover your deposition anywhere ... View more
