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.
