Sales Assistant

Job Description

Sales Assistant (CRM, Scheduling & Sales Operations Support)

Position Type: Full-Time, Remote

Working Hours: 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 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 representatives operate efficiently.

If you thrive in structure, coordination, communication, and operational support, this role is a strong fit.

What You’ll Own

CRM Management & Sales Operations

• Maintain accurate CRM records in:

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive

• Update:

  • Leads
  • Contacts
  • Opportunities
  • Pipeline stages

• Remove duplicate records and maintain CRM hygiene

• Ensure clean reporting and pipeline visibility

• Support overall sales operations and workflow organization

Scheduling & Calendar Coordination

• Schedule:

  • Sales calls
  • Product demos
  • Follow-up meetings
  • Internal meetings

• Coordinate calendars across multiple time zones

• Manage scheduling using:

  • Google Calendar
  • Outlook
  • Calendly

• Ensure sales representatives are fully prepared before meetings

• Handle reschedules, reminders, and meeting logistics

Proposal & Sales Document Support

• Prepare and format:

  • Proposals
  • Quotes
  • Presentations
  • Client-facing sales documents

• Support RFP and RFI responses using approved templates

• Create polished sales materials using:

  • Google Slides
  • PowerPoint
  • Canva

• Proofread documents for accuracy and professionalism

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

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

Cross-Functional Coordination

• Collaborate with:

  • Sales
  • Marketing
  • Finance
  • Operations

• Track internal handoffs and deal progress

• Help eliminate communication gaps and operational delays

Requirements

Must-Have Experience

• 1–2 years of 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 skills

• Highly organized with strong attention to detail

Nice to Have

• Experience preparing:

  • Proposals
  • Sales decks
  • Presentations

• Exposure to:

  • SDR workflows
  • BDR workflows
  • Sales operations environments

• Experience in:

  • SaaS
  • Recruiting
  • Marketing agencies
  • Professional services

• Basic Excel and reporting skills, including:

  • 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 sacrificing accuracy
• You help teams stay efficient and operationally aligned

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 internal teams
• Support sales representatives with operational tasks

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

Key Metrics for Success (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 and visibility

• Collaborative remote environment

• Opportunity to grow into:

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

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Task (CRM Cleanup & Proposal Formatting Exercise)
• Client Interview
• Offer & Background Verification

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.