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Sales Assistant

Planet Depos - Rockville, MD

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Job Description

Job Type Full-timeDescriptionThe 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. You'll 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 SalesforceSupport day-to-day administrative needs including contact and job assignment requests, and database upkeepMaintain accurate and up-to-date client profilesCreate follow-up tasks, log meeting notes, and track client interactions and activityGenerate Salesforce reports to identify trends and segment clientele, including top clients, decreasing accounts, and prospectsProactively catch leads, tasks and events needing SAE's attention to ensure nothing slips through the cracks-Research & Marketing SupportConduct research on law firms, decision-makers, and industry news using platforms like LinkedIn, Law360, and legal journalsSet up and monitor docket alerts for key accountsSupport outbound marketing campaigns including e-blasts, drip campaigns, and strategic client mailingsTrack and assist with lead generation efforts across multiple platformsHelp create memorable client experiences by preparing and sending gifts, handwritten notes, and swag for targeted campaigns (onboarding, holidays, client check-ins, etc.)-Administrative TasksCoordinate calendar appointments, client meetings, and travel arrangementsProcess expense reports accurately and on timeManage logistics such as restaurant reservations, gift packing, shipping, and event supportMaintain 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 SAEAttend sponsorship events, lunch-and-learns, and other client-facing eventsCollaborate with back office on coverage issues, billing inquiries, or troubleshootingEnsure timely follow-through and client responsiveness on delegated follow-up tasksSALES ASSISTANT LOCATION: Washington, DC Metro AreaSALES ASSISTANT COMPENSATION:$23.00 - $24.04 per hourBENEFITS:MedicalDentalVisionVoluntary Term Life InsuranceVoluntary Whole Life InsuranceVoluntary Long Term DisabilityPTOPaid Holidays401(k)Employee Assistance Program (EAP)Requirements Legal field experience preferredStrong written and verbal communication skillsComfort with Microsoft Office products (Word, Excel, PowerPoint, Outlook)Salesforce experience is a plusExceptional attention to detail and strong organizational skillsHigh level of professionalism and customer service mindsetBachelor's degree preferredAbility to manage multiple priorities and adjust quickly in a fast-paced environmentWHAT SUCCESS LOOKS LIKE IN THIS ROLE:The SAE feels consistently supported and ahead of scheduleClient interactions are timely, proactive, and well-coordinatedMarketing campaigns are executed smoothly and creativelySalesforce remains accurate, organized, and actionable as a client intelligence hubThe Specialist anticipates needs, flags risks, and finds solutions quicklyEOE M/F/D/VSalary Description $23.00 - $24.04 per hour

Created: 2026-04-02

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