[Remote] Sales Assistant at Planet Technologies

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Public Sector, Government Contracting, Microsoft ServicesIndustries

Requirements

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
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

Responsibilities

Managing emails, schedules, creating SOW templates, tracking tasks and opportunities, and communicating with clients and partners
Reviewing bid sites to identify relevant opportunities, routing them to the appropriate staff, and ensuring compliance with document requirements for project setup in the tracking system
Supporting the production of recurring and one-time reports, providing valuable insights to internal stakeholders
Coordinating meetings with VP and potential clients in a timely manner
Assisting in coordinating task tracking for sales opportunities
Creating SOW templates and processes to work with SMEs on developing what services will be delivered
Assisting in coordinating and submitting responses to customer Requests for Proposals (RFPs), ensuring all requirements are met and deadlines are achieved
Reviewing scopes of work to ensure alignment with company standards, policies, and contractual obligations
Collaborating with internal teams to ensure all document requirements for project setup
Managing and maintaining special contract vehicles, ensuring compliance and timely renewals
Regularly reviewing procurement portals and bid sites to identify new opportunities and route them to the appropriate internal staff
Maintaining accurate proposals, contracts, and compliance documents

Skills

Key technologies and capabilities for this role

Microsoft WordMicrosoft ExcelMicrosoft PowerPointSharePointMicrosoft TeamsPlannerSales OperationsSOW TemplatesRFP ProcessContract Administration

Questions & Answers

Common questions about this position

What experience is required for the Sales Assistant role?

A Bachelor’s degree in business, Communications, Public Administration, or a related field is preferred but not required, along with 3+ years of experience in sales support/sales, proposal coordination, contract administration, or program management.

What technical skills are needed for this position?

Expertise in Microsoft Word, Excel, and PowerPoint is required, with preferred experience in SharePoint, Teams, and Planner. Proficiency in Microsoft Outlook for emails and calendars, plus strong familiarity with SharePoint for document management, is also essential.

What are the main responsibilities of the Sales Assistant?

The role involves managing emails, schedules, creating SOW templates, tracking tasks and opportunities, communicating with clients and partners, reviewing bid sites, routing opportunities, ensuring compliance, and supporting report production.

Is a degree required for this Sales Assistant position?

A Bachelor’s degree in business, Communications, Public Administration, or a related field is preferred but not required.

What soft skills are important for this role?

Strong organizational and communication skills, detail-oriented mindset, excellent customer-facing confidence on video, phone calls, and email, plus the ability to collaborate independently with internal teams are essential.

Planet Technologies

Microsoft consulting and training services provider

About Planet Technologies

Planet Technologies specializes in providing Microsoft consulting services to both public sector and commercial organizations. Their team of experts supports a variety of Microsoft products, including Office 365, CRM, SharePoint, System Center, SQL, and Windows operating systems. They focus on understanding the specific business missions of their clients and integrating technology into long-term strategic plans. This company stands out from competitors due to its exclusive focus on Microsoft technologies and its strong partnership with Microsoft, which is reflected in their numerous certifications and a highly skilled team of over 150 Microsoft consultants. The goal of Planet Technologies is to enhance productivity for their clients by ensuring that their staff is well-trained and effectively utilizing their Microsoft Enterprise Agreement investments.

Germantown, MarylandHeadquarters

1997Year Founded

VENTURE_UNKNOWNCompany Stage

Enterprise Software, EducationIndustries

201-500Employees

Benefits

Group Health Plans

Flex Spending Account

Paid Time Off and Holidays

Paid Maternity/Paternity Leave

401K

Short Term/Long Term Disability Plans

MetLife Workplace Voluntary Employee Paid Benefits

MetLife Legal Plan

Verizon Wireless Phone Plan Discounts

Smart Dollar Program

Pet Insurance

Risks

Over-reliance on Microsoft technologies poses a risk if Microsoft's strategy changes.

Rapid technological changes may outpace Planet's ability to keep staff trained.

Focus on public sector clients exposes Planet to risks from government budget cuts.

Differentiation

Planet Technologies is a leading provider of Microsoft consulting services.

The company has advanced certifications, including five gold and ten silver competencies.

Planet Technologies is recognized as a Microsoft Cloud and Security Partner of the Year.

Upsides

Increased demand for hybrid cloud solutions aligns with Planet Technologies' cloud expertise.

Growing interest in AI-driven business intelligence tools enhances Planet's service offerings.

Rising importance of cybersecurity boosts Planet's recognition as a security leader.

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