Sales Assistant

Job Description

💼 Sales Assistant (CRM, Scheduling & Sales Operations Support) – Remote

Full-Time | Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly organized and execution-focused Sales Assistant to support a fast-moving sales team by managing:

• CRM updates
• scheduling and calendar coordination
• follow-ups
• proposal preparation
• reporting
• sales operations workflows

This is not a direct sales role.

Instead, your work directly supports:

✅ pipeline movement

✅ operational efficiency

✅ sales coordination

✅ reporting visibility

✅ deal progression

You’ll play a critical role in helping the sales team stay organized, responsive, and operationally efficient.

If you enjoy:

👉 organization

👉 coordination

👉 CRM management

👉 sales operations

👉 supporting high-performing teams

this role is a strong fit.

🔥 What You’ll Own

CRM Management & Sales Operations

• Maintain accurate CRM records within:

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive

• Update:

  • leads
  • contacts
  • opportunities
  • pipeline stages
  • activity notes

• Remove duplicate records and maintain CRM hygiene

• Ensure reporting accuracy and pipeline visibility

• Support clean and organized sales workflows

Scheduling & Sales Coordination

• Schedule:

  • sales calls
  • demos
  • follow-ups
  • client meetings

• Coordinate calendars across multiple time zones using:

  • Google Calendar
  • Outlook
  • Calendly

• Ensure meeting logistics are handled accurately

• Prepare sales reps with:

  • schedules
  • reminders
  • supporting materials

• Organize internal coordination and follow-up activities

Proposal & Document Support

• Prepare, format, and proofread:

  • proposals
  • quotes
  • presentations
  • sales documents

• Support RFP and RFI responses using templates and existing resources

• Create polished sales assets using:

  • Google Slides
  • PowerPoint
  • Canva

• Maintain organized documentation and version control

Reporting & Pipeline Tracking

• Generate:

  • weekly reports
  • monthly dashboards
  • sales tracking updates

• Track:

  • pipeline activity
  • conversion metrics
  • sales KPIs

• Ensure leadership has visibility into sales performance and activity

Communication & Follow-Ups

• Draft professional:

  • follow-up emails
  • meeting summaries
  • reminder communication
  • next-step updates

• Support inbound lead routing and coordination

• Maintain responsive communication with:

  • prospects
  • clients
  • internal teams

Cross-Team Coordination

• Collaborate with:

  • marketing
  • finance
  • operations
  • sales leadership

• Track internal handoffs and task ownership

• Help prevent delays and communication gaps

• Ensure deals and operational workflows continue moving smoothly

💻 Requirements

Core Requirements

• 1–2 years of experience in:

  • sales support
  • administrative coordination
  • operations support
  • sales operations

• Hands-on experience with at least one CRM platform:

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive

• Strong scheduling and calendar management skills

• Proficiency with:

  • Google Workspace
  • Microsoft Office

• Strong written English communication skills

• Highly organized with strong attention to detail

⭐ Nice to Have

• Experience preparing:

  • proposals
  • presentations
  • sales decks

• Exposure to:

  • SDR workflows
  • BDR workflows
  • pipeline management

• Experience in:

  • B2B SaaS
  • recruiting
  • agencies
  • professional services

• Basic Excel and reporting skills:

  • pivot tables
  • dashboards
  • sales reporting

🧠 What Makes You a Strong Fit

• You are highly organized and proactive
• You enjoy supporting sales and operational workflows
• You communicate clearly and professionally
• You can manage multiple priorities without losing accuracy
• You are dependable and detail-oriented
• You thrive in structured, fast-paced environments

📅 What a Typical Day Looks Like

• Update CRM records and maintain pipeline accuracy
• Coordinate calendars and schedule meetings
• Prepare proposals and sales presentations
• Generate reports and sales activity updates
• Send follow-up communication and reminders
• Coordinate across teams to keep workflows moving smoothly

In short:

You help keep the sales engine organized, efficient, and operationally aligned so the sales team can focus on closing business.

📊 Key Metrics (KPIs)

• CRM accuracy and pipeline cleanliness
• On-time scheduling and coordination
• Accuracy of proposals and sales documentation
• Reporting consistency and reliability
• Responsiveness and operational follow-through
• Positive feedback from sales leadership and team members

🌟 Why This Role Stands Out

• High-impact role supporting revenue and sales operations

• Exposure to modern CRM systems and sales workflows

• Opportunity to grow into:

  • Sales Operations
  • Revenue Operations
  • Account Management
  • Business Operations

• Collaborative and fast-paced remote environment

• Clear ownership and measurable operational impact

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Task

(CRM cleanup + proposal draft exercise)

• Client Interview
• Offer & Background Verification

👉 Apply Now

If you:

• enjoy keeping systems and workflows organized
• are proactive with scheduling and communication
• thrive supporting sales teams and operational execution
• want to grow within sales operations and business support

this role is a strong fit for you.