Planet Technologies · 2 months ago
Sales Assistant
United States
Full-time
Remote
Mid Level
$75K/yr - $100K/yr
3+ years expPlanet Technologies is the Nation’s leading Microsoft services provider to the public sector, and they are seeking a Sales Assistant to support their sales operations. The role involves managing emails, schedules, creating SOW templates, tracking tasks and opportunities, and communicating with clients and partners.
CRMEnterprise SoftwareSecurity
No H1B
Security Clearance RequiredU.S. Citizen Only
Responsibilities
Coordinating meetings with VP and potential clients in a timely manner
Assist in coordinating on task tracking for sales opportunities
Create SOW templates and processes to work with SMEs on developing what services will be delivered
Assist in coordinating and submitting responses to customer Requests for Proposals (RFPs), ensuring all requirements are met and deadlines are achieved
Review scopes of work to ensure alignment with company standards, policies, and contractual obligations
Collaborate with internal teams to ensure all document requirements for project setup
Manage and maintain special contract vehicles, ensuring compliance and timely renewals
Regularly review procurement portals and bid sites to identify new opportunities and route them to the appropriate internal staff
Maintain accurate proposals, contracts, and compliance documentation records in SharePoint and other tracking systems
Identify opportunities to streamline processes and enhance efficiency in proposal coordination, contract management, and project setup workflows
Other projects or duties as assigned and/or needed
Qualification
Required
3+ years of experience in sales support/sales, proposal coordination, contract administration, or program management
Expertise in Microsoft Word, Excel, and PowerPoint (required)
Familiarity with government and commercial contracting processes, including managing contract vehicles
Excellent verbal and written communication skills
Strong understanding of sales lifecycle and RFP process
Ability to create and maintain scope of work templates and process for developing scope of work with subject matter experts
Ability to review scopes of work and ensure compliance with company policies and standards
Experience managing and maintaining contract vehicles, including renewals and compliance requirements
Ability to filter and route bid site opportunities based on company capabilities
Excellent Customer-facing confidence on video, phone calls, and email
Excellent organization and prioritization skills
Proficiency in Microsoft Outlook for emails and calendars and scheduling, Word, Excel, and PowerPoint for document creation, data analysis, and presentations
Strong familiarity with Microsoft SharePoint for document management and collaboration
Ability to review, analyze, and ensure contract and proposal documents compliance
Strong understanding of RFP/SOW coordination processes, including document formatting, version control, and submission requirements
Experience with government contract management, including maintaining and renewing contract vehicles
Familiarity with procurement portals and bids
Experience producing and managing recurring and ad-hoc reports for business operations
Ability to track technical conversations and learn high-level technical information and products in the Microsoft eco-system
Preferred
Bachelor's degree in business, Communications, Public Administration, or a related field (preferred but not required)
Experience working with SharePoint, Teams, and Planner (preferred)
Company
Planet Technologies
Planet Technologies was built around investing in, and developing, long term relationships with our customers and corporate partners.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Mason
Vice President Workforce Transformation & Learning
Recent News
Government Technology US
2025-09-12
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