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.
