Job Description
Sales Assistant (CRM, Scheduling, Sales Support – Remote, U.S. Hours)
About the Role
We’re hiring a Sales Assistant to support sales operations, CRM management, scheduling, and proposal coordination.
In this role, you’ll keep the sales team organized and efficient by managing data, meetings, documents, and communication — allowing Account Executives to focus on closing deals.
If you’re detail-oriented, organized, and experienced with CRM systems and sales support workflows, this role is for you.
Responsibilities
CRM Management
- Maintain accurate records in CRM systems (Salesforce, HubSpot, Zoho, Pipedrive)
- Update leads, contacts, and opportunities with complete and current information
- Monitor and clean data (duplicates, missing fields, outdated records)
Scheduling & Coordination
- Schedule calls, demos, and follow-ups across time zones
- Use tools like Google Calendar, Outlook, Calendly
- Coordinate internal prep meetings and ensure reps are ready with materials
Proposal & Document Support
- Draft, format, and proofread sales proposals, quotes, and presentations
- Assist with RFP/RFI responses using updated templates
- Create and edit materials using Google Slides, PowerPoint, Canva
Reporting & Metrics
- Generate weekly and monthly sales reports from CRM data
- Track pipeline activity, conversion rates, and key KPIs
- Maintain dashboards for visibility into sales performance
Communication & Follow-Up
- Draft and send follow-up emails, reminders, and thank-you notes
- Support inbound lead responses and route qualified prospects
- Ensure timely and professional communication with prospects
Cross-Team Collaboration
- Coordinate with marketing, finance, and operations teams
- Track deliverables to ensure a smooth customer journey
- Support lead routing, contract approvals, and order processing
Requirements
- 1–2 years of experience in administration, sales support, or operations
- Familiarity with CRM tools (Salesforce, HubSpot, Zoho, or Pipedrive)
- Proficiency in Microsoft Office or Google Workspace
- Strong written communication and organizational skills
- Ability to manage multiple tasks and priorities
- Comfortable working remote during U.S. business hours
Nice to Have
- Experience creating proposals, presentations, or sales collateral
- Familiarity with lead generation workflows or SDR/BDR support
- Experience in B2B SaaS, professional services, or marketing agencies
- Basic data analysis skills ( Excel pivot tables, Google Data Studio)
Tools & Tech
- Salesforce / HubSpot / Zoho / Pipedrive
- Google Workspace / Microsoft Office
- Calendly / Google Calendar / Outlook
- Canva / Google Slides / PowerPoint
Why Join
- Be a key part of the sales operations and support function
- Work closely with Account Executives and sales leadership
- Build skills in CRM management, reporting, and sales processes
- Opportunity to grow into sales or operations roles
- Fully remote role with structured responsibilities
What Success Looks Like
- High CRM data accuracy and cleanliness
- Meetings scheduled and prepared on time without errors
- Sales documents delivered accurately and professionally
- Consistent, reliable reporting and dashboards
- Strong support feedback from sales teams
Apply Now
If you’re a Sales Assistant who excels in organization, communication, and sales support, we’d love to hear from you.
Apply now and help keep the sales engine running smoothly and efficiently.
