Sales Assistant

Posted 21 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
75K-100K Annually
Mid level
Cloud • Information Technology • Business Intelligence • Consulting
The Role
The Sales Assistant supports sales operations by managing schedules, creating templates, tracking tasks, and communicating with clients. Requires strong organizational skills and experience in sales support or proposal coordination.
Summary Generated by Built In
Planet Technologies, the Nation’s leading Microsoft services provider to the public sector, is looking for a highly motivated individual to join our growing team as Sales Assistant. In this role, you will be supporting impactful projects that make a difference for our company.
 
The Administrative Assistant for Sales is responsible for supporting and managing our sales operations alongside of our Vice President. This role involves managing emails, schedules, creating SOW templates, tracking tasks and opportunities, and communicating with Clients and partners. This role requires a detail-oriented individual with strong organizational and communication skills who can collaborate independently with internal teams, including sales, strategists, and Practice Managers. The Sales Assistant will also review bid sites to identify relevant opportunities, route them to the appropriate staff, and ensure compliance with document requirements for project setup in our tracking system. Additionally, this role will support the production of recurring and one-time reports, providing valuable insights to internal stakeholders.

Education and Experience:

  • Bachelor’s degree in business, Communications, Public Administration, or a related field (preferred but not required).
  • 3+ years of experience in sales support/sales, proposal coordination, contract administration, or program management.
  • Experience working with SharePoint, Teams, and Planner (preferred).
  • 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

Knowledge, Skills, and Abilities:

  • 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. 

Technical Abilities:

  • 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. 

Essential Duties

  • 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. 

Planet Technologies is the leading provider of Microsoft Consulting Services to public sector and commercial organizations. Planet has significant experience in deploying business intelligence, cloud services, unified communications, and systems management with an emphasis building, deploying, and managing custom solutions that transform the business operations of federal government agencies. 
Planet Technologies does not discriminate in employment opportunities, terms and conditions of employment, or practices. All qualified applicants will receive consideration for employment without regard to race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, protected veteran status, or any characteristic protected by law. Federal Agency Clearance Requirements may require up to a 10-year background investigation - US Citizenship (clearable) is required. 

Salaries for Sales Admins range between $75,000 and $100,000 based on the specific position. Several factors will impact final pay offered to a successful candidate including but not limited to the type and years of experience within the job, clearance level, the type of years and experience within the industry, education, training, etc. 

Visit www.go-planet.com to learn more about us. Details about our benefits can be found here Planet Technologies Benefit Guide 2025-2026 

Top Skills

Excel
Microsoft Outlook
Microsoft Planner
Microsoft Powerpoint
Microsoft Sharepoint
Microsoft Teams
Microsoft Word
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The Company
HQ: Germantown, MD
286 Employees
Year Founded: 1997

What We Do

Planet Technologies was built around investing in and developing long term relationships with our customers and corporate partners. We work hard to keep our staff trained on the latest technologies, policy and operational issues impacting today’s federal and corporate environments. Being an expert on the technology we support is the first step, more importantly is understanding your business mission and integrating technology into a long term strategic plan.

Planet Technologies is the leading provider of Microsoft consulting services to public sector and commercial organizations. Our team of Microsoft experts provides support for Office 365, CRM, SharePoint, System Center, SQL, and Windows 7-10. Planet has significant experience in deploying business intelligence, cloud services, unified communications, records management, workflow automation, collaboration, systems management, virtualization and more.

A Global Leader in Microsoft Technologies:

Few companies can compare to Planet Technologies when it comes to an established relationship with Microsoft. As a company with a 100% focus on the Microsoft platform, we know Microsoft technologies and we are a trusted partner.

As a team of experienced and certified Microsoft consultants and Microsoft trainers, we are the best partner to help your staff get up to speed quickly and cost effectively in order to make your business more productive with your Enterprise Agreement investment.

Advanced certifications
• Microsoft Partner with five gold and ten silver competencies
• CPLS Microsoft certified training

Highly skilled staff
• Microsoft Certified Solutions Masters (MCSM)
• Microsoft Most Valuable Professionals (MVP)
• Microsoft Certified Trainers (MCT)
• Microsoft CRM Rangers
• 150+ Microsoft Consultants

We are a full-service, independent training company providing a range of IT and developer training services based on Microsoft technologies to individuals and organizations.

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