About this role
The Digital Sales Planner supports pre-sale and execution workflows for the revenue team by building media plans, creating decks and proposals, and ensuring campaigns are set up for successful execution. The role requires strong organization, accuracy, and the ability to improve templates and planning processes over time.
Key Responsibilities
- Build and maintain media plans aligned to client goals, budgets, and inventory
- Create clear, polished decks and proposals communicating strategy and value
- Partner with Account Managers and Sales on pre-sale materials and packages
- Organize campaign details, timelines, and deliverables for execution
- Pull data and assist in building reporting and performance summaries
Technical Overview
This is a planning and reporting role focused on structured client deliverables. It uses spreadsheets and presentation tools (Google Sheets, Google Slides, Excel) to manage campaign details, pull data, and produce performance summaries for revenue workflows.
Ideal Candidate
The ideal candidate is an entry-level Digital Sales Planner who can quickly turn inputs into clean, structured client-ready outputs. They are proficient with spreadsheets and presentation tools (Google Sheets, Google Slides, Excel), can build accurate media plans and polished decks/proposals, and support execution by organizing campaign timelines and deliverables.
Must-Have Skills
Build and maintain media plans aligned to client goalsbudgetsand inventoryCreate clearpolished decks and proposals that communicate strategy and valuePartner with Account Managers and Sales to develop pre-sale materials and packagesOrganize campaign detailstimelinesand deliverables to support executionProficiency in spreadsheets and presentation tools (Google SheetsSlidesExcel)Strong attention to detail and high standards for output qualityAbility to manage multiple deadlinesClear communication and collaborative working style
Nice-to-Have Skills
Interest in using AI tools and automation to increase efficiency and outputInterest in financial markets
Tools & Platforms
Google SheetsGoogle SlidesExcel
Required Skills
media plansdecksproposalspre-sale workflowscampaign setuptimelinesdeliverablesreportingperformance summariespricing accuracypackaging accuracyinternal trackersdocumentationGoogle SheetsGoogle SlidesExcelspreadsheetspresentation toolsdata pullingtemplatesworkflow improvement
Hard Skills
pre-sale and execution workflowsmedia plan buildingdeck creationproposal developmentclient-ready outputscampaign setup for executionclient-facing materialsaccount manager collaborationsales collaborationcampaign details organizationtimeline managementdeliverables managementdata pullingreportingperformance summariesaccuracy across pricingpricing details accuracypackaging accuracycampaign details accuracyinternal trackers managementdocumentationtemplate improvementworkflow improvementplanning process improvementspreadsheetsGoogle SheetsGoogle SlidesExcel
Soft Skills
initiativelearns quicklyimproving how work gets doneattention to detailhigh standards for output qualityability to take directionorganizational skillsmanage multiple deadlinesclear communicationcollaborative working stylecuriositydesire to learn and improveinterest in financial markets
Keywords for Your Resume
Digital Sales Plannermedia plansdecksproposalsclient-ready outputspre-sale materialspre-saleexecution workflowscampaign setuptimelinesdeliverablesreportingperformance summariespricingpackaginginventoryinternal trackersdocumentationtemplatesworkflowsplanning processesGoogle SheetsGoogle SlidesExcelspreadsheetspresentation toolsmultiple deadlinesdata pullingAccount ManagersSalesAI toolsautomationRemote
Deal Breakers
Must be proficient in spreadsheets and presentation tools (Google Sheets, Slides, Excel), Must have 0–2 years of experience in media, marketing, sales support, or related field (or show equivalent entry-level capability)
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