Job Description

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

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

πŸ’Ό About the Role

We’re hiring a highly organized and execution-focused Sales Assistant to support a fast-moving sales team with CRM management, scheduling, proposal coordination, reporting, and sales operations support.

This is not a sales-closing role.

You’ll be responsible for keeping the sales pipeline organized, ensuring follow-ups happen on time, maintaining CRM accuracy, and helping sales reps operate efficiently.

If you thrive in:

πŸ‘‰ structure, coordination, communication, and operational support

this role is a strong fit.

πŸ”₯ What You’ll Own

1. CRM Management & Sales Operations (Core Focus)

  • Maintain accurate CRM records in:

    • Salesforce
    • HubSpot
    • Zoho CRM
    • Pipedrive
  • Update:

    • Leads
    • Contacts
    • Opportunities
    • Pipeline stages
  • Remove duplicates and maintain CRM hygiene

  • Ensure clean reporting and pipeline visibility

  • Support overall sales operations and workflow organization

2. Scheduling & Calendar Coordination

  • Schedule:

    • Sales calls
    • Demos
    • Follow-ups
    • Internal meetings
  • Coordinate calendars across multiple time zones

  • Manage scheduling using:

    • Google Calendar
    • Outlook
    • Calendly
  • Ensure sales reps are fully prepared before meetings

  • Handle reschedules, reminders, and meeting logistics

3. Proposal & Sales Document Support

  • Prepare and format:

    • Proposals
    • Quotes
    • Presentations
    • Sales documents
  • Support RFP/RFI responses using existing templates

  • Create polished sales materials using:

    • Google Slides
    • PowerPoint
    • Canva
  • Proofread documents for accuracy and professionalism

4. Reporting & Pipeline Tracking

  • Generate weekly and monthly sales reports

  • Track:

    • Pipeline activity
    • Conversion metrics
    • Sales KPIs
  • Maintain reporting accuracy for leadership visibility

  • Support dashboard updates and operational reporting

5. Communication & Follow-Ups

  • Draft professional:

    • Follow-up emails
    • Meeting summaries
    • Reminder communications
  • Support inbound lead routing and coordination

  • Ensure no opportunities or follow-ups are missed

6. Cross-Functional Coordination

  • Collaborate with:

    • Sales
    • Marketing
    • Finance
    • Operations
  • Track internal handoffs and deal progress

  • Help eliminate communication gaps and delays

πŸ’» Requirements

Must-Have

  • 1–2 years experience in:

    • Sales support
    • Administrative support
    • Operations coordination
    • Executive assistance
  • 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

  • Highly organized with strong attention to detail

⭐ Nice to Have

  • Experience preparing:

    • Proposals
    • Sales decks
    • Presentations
  • Exposure to:

    • SDR/BDR workflows
    • Sales operations environments
  • Experience in:

    • SaaS
    • Recruiting
    • Marketing agencies
    • Professional services
  • Basic Excel / reporting skills:

    • Pivot tables
    • Dashboards
    • Pipeline tracking

🧠 What Makes You a Strong Fit

  • You are highly organized and proactive
  • You enjoy keeping systems clean and structured
  • You communicate clearly and professionally
  • You follow through consistently
  • You can manage multiple priorities without losing accuracy
  • You help teams stay efficient and operationally aligned

πŸ“… What a Typical Day Looks Like

  • Update CRM records and maintain pipeline accuracy
  • Schedule calls and coordinate calendars
  • Prepare proposals and presentations
  • Generate reports and sales updates
  • Send follow-ups and meeting reminders
  • Coordinate communication between teams
  • Support sales reps with operational tasks

In short:

You help keep the sales engine organized, efficient, and moving without friction.

πŸ“Š Key Metrics (KPIs)

  • CRM accuracy and pipeline cleanliness
  • On-time scheduling and coordination
  • Accurate proposals and sales documentation
  • Reporting consistency and visibility
  • Positive feedback from sales leadership
  • Follow-up completion and operational reliability

🌟 Why This Role Stands Out

  • High-impact role supporting revenue operations

  • Exposure to modern CRM and sales systems

  • Strong operational ownership

  • Collaborative remote environment

  • Opportunity to grow into:

    • Sales Operations
    • Revenue Operations
    • Account Management
    • Executive Operations

πŸ§ͺ Interview Process

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

(CRM cleanup + proposal formatting exercise)

  • Client Interview
  • Offer & Background Verification

πŸ‘‰ Apply Now

If you:

  • Love organization and operational support
  • Enjoy keeping pipelines and schedules running smoothly
  • Thrive in fast-paced, detail-oriented environments
  • Want exposure to modern sales operations and CRM systems

This role is a strong fit for professionals who enjoy supporting high-performing sales teams and keeping operations running efficiently.

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