Job Description
π Sales Assistant (CRM, Scheduling & Sales Operations Support) β Remote
Full-Time | Remote | U.S. Business Hours
πΌ About the Role
Weβre 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.
Youβll 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:
π structure, coordination, communication, and operational support
this role is a strong fit.
π₯ What Youβll 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
π» Requirements
Must-Have
1β2 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
β 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
π§ 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
π 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.
π 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
π 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
π§ͺ Interview Process
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Practical Task
(CRM cleanup + proposal formatting exercise)
- Client Interview
- Offer & Background Verification
π 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.







