Job Description

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

Position Type: Full-Time, Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is 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
  • Day-to-day sales operations

This is not a direct selling role.

Instead, you’ll play a critical role in helping the sales team:

  • Stay organized
  • Move deals forward
  • Maintain clean pipeline data
  • Coordinate communication efficiently
  • Improve operational execution

If you enjoy organization, sales operations, coordination, CRM management, and 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 pipeline visibility and reporting accuracy

  • Support overall sales operations and workflow organization

Scheduling & Sales Coordination

  • Schedule:

    • Sales calls
    • Product demos
    • Follow-up meetings
    • Internal meetings
  • Coordinate across multiple time zones using:

    • Google Calendar
    • Outlook
    • Calendly
  • Manage scheduling logistics and confirmations

  • Ensure sales representatives are prepared with:

    • Meeting context
    • Supporting materials
    • Agendas
  • Organize follow-ups and internal coordination activities

Proposal & Document Support

  • Prepare, format, and proofread:

    • Proposals
    • Quotes
    • Sales presentations
    • Client-facing documents
  • Support RFP and RFI responses using templates and approved materials

  • Create polished sales assets using:

    • Google Slides
    • PowerPoint
    • Canva
  • Maintain organized document structures and version control

Reporting & Pipeline Tracking

  • Generate:

    • Weekly sales reports
    • Pipeline dashboards
    • KPI tracking updates
  • Track:

    • Pipeline activity
    • Conversion metrics
    • Sales performance indicators
  • Ensure leadership has clear visibility into sales operations and reporting

Communication & Follow-Ups

  • Draft professional:

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

  • Maintain responsive and organized communication across teams and prospects

Cross-Functional Coordination

  • Collaborate with:

    • Sales teams
    • Marketing teams
    • Operations teams
    • Finance teams
    • Leadership stakeholders
  • Track internal handoffs and task ownership

  • Help prevent operational delays and communication gaps

  • Ensure workflows continue moving smoothly across departments

Required Experience & Skills

Core Requirements

  • 1–2 years of experience in:

    • Sales support
    • Administrative support
    • Operations coordination
    • 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 exceptional attention to detail

Preferred Qualifications

  • Experience preparing:

    • Proposals
    • Presentations
    • Sales decks
  • Exposure to:

    • SDR workflows
    • BDR teams
    • Sales pipeline management
  • Experience in:

    • B2B SaaS
    • Recruiting
    • Marketing agencies
    • Professional services
  • Basic reporting and Excel skills, including:

    • Pivot tables
    • Dashboards
    • Tracking reports

What Makes You a Strong Fit

  • Highly organized and detail-oriented
  • Proactive with follow-through and task ownership
  • Enjoy supporting sales and operational workflows
  • Strong written and verbal communication skills
  • Able to manage multiple priorities without sacrificing accuracy
  • Thrive in structured, fast-paced environments

What a Typical Day Looks Like

  • Update CRM records and maintain pipeline accuracy
  • Schedule meetings and coordinate calendars
  • Prepare proposals and sales documents
  • Generate reports and sales updates
  • Send follow-up communications and reminders
  • Coordinate with internal teams to keep deals moving efficiently

In short: You help keep the sales engine organized, efficient, and operationally aligned so sales teams can focus on building relationships and closing deals.

Key Metrics for Success (KPIs)

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

Why This Role Stands Out

  • High-impact role supporting revenue generation 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

  • Strong ownership and measurable operational impact

Interview Process

  • Initial Phone Screen
  • Video Interview with Pavago Recruiter
  • Practical Task (CRM Cleanup & Proposal Preparation 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.

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