Sales Assistant (CRM, Scheduling & Sales Operations) – Remote | U.S. Hours
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 across CRM management, scheduling, proposals, reporting, and day-to-day sales operations.
This is not a sales-closing role. Your job is to make sure the sales team stays organized, prepared, and focused on revenue-generating activities.
You’ll help ensure:
- CRM records are accurate and up to date
- Sales calls and follow-ups happen on time
- Proposals and presentations are polished and accurate
- Pipeline reporting remains reliable
- No lead, task, or opportunity falls through the cracks
If you enjoy structure, coordination, and supporting high-performing teams, this role is a strong fit.
What You’ll Own
CRM Management & Sales Operations
- Maintain accurate records in CRM platforms such as Salesforce, HubSpot, Zoho CRM, or Pipedrive
- Update leads, contacts, opportunities, and pipeline stages
- Keep notes, activities, and next steps current
- Identify and remove duplicate, incomplete, or outdated records
- Maintain strong CRM hygiene and reliable pipeline visibility
- Support day-to-day sales workflows and operational organization
Scheduling & Calendar Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-up meetings
- Internal meetings
- Coordinate calendars across multiple time zones
- Manage scheduling through Google Calendar, Outlook, and Calendly
- Handle reschedules, reminders, and meeting logistics
- Ensure sales representatives have the right context and materials before meetings
Proposals & Sales Documents
- Prepare, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Client-facing documents
- Support RFP and RFI responses using approved templates
- Create polished materials using Google Slides, PowerPoint, and Canva
- Ensure documents are accurate, professional, and delivered on time
Reporting & Pipeline Tracking
- Prepare weekly and monthly sales reports
- Track:
- Pipeline activity
- Conversion metrics
- Sales KPIs
- Deal progression
- Maintain dashboards and reporting trackers
- Ensure leadership has accurate visibility into sales activity and pipeline performance
Communication & Follow-Up
- Draft professional follow-up emails, reminders, and meeting summaries
- Support inbound lead routing and response coordination
- Track outstanding actions and follow-ups
- Ensure prospects receive timely communication
- Help maintain momentum throughout the sales process
Cross-Functional Coordination
- Collaborate with Sales, Marketing, Finance, and Operations
- Coordinate internal handoffs and approvals
- Track deal-related tasks and documentation
- Help prevent communication gaps and operational delays
- Support smooth transitions from sales into onboarding or delivery
Required Experience & Skills
Must-Have
- 1–2+ years of experience in:
- Sales Support
- Administrative Support
- Operations Coordination
- Executive Assistance
- Hands-on experience with at least one CRM:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Strong scheduling and calendar management experience
- Proficiency with Google Workspace and/or Microsoft Office
- Strong written English communication skills
- Excellent organizational and multitasking abilities
- High attention to detail and consistent follow-through
- Comfortable working remotely during U.S. business hours
Nice to Have
- Experience preparing sales proposals, decks, or presentations
- Exposure to SDR or BDR workflows
- Previous experience supporting Account Executives or sales leadership
- Experience in:
- SaaS
- Recruiting
- Marketing agencies
- Professional services
- Basic Excel or Google Sheets reporting skills
- Familiarity with:
- Pivot Tables
- Dashboards
- Pipeline reporting
What Makes You a Strong Fit
- You’re highly organized and proactive
- You enjoy keeping CRMs, calendars, and workflows clean
- You communicate clearly and professionally
- You follow through without needing repeated reminders
- You can manage multiple priorities without sacrificing accuracy
- You notice missing information or overdue tasks before they become problems
- You enjoy helping sales teams operate more efficiently
What a Typical Day Looks Like
You might start your day by reviewing the CRM, updating pipeline records, and checking upcoming sales meetings and outstanding follow-ups.
Throughout the day, you’ll coordinate calendars, prepare proposals and presentations, send follow-up communications, update reports, and help sales representatives stay organized.
You’ll also coordinate with other departments to ensure deal-related tasks and handoffs move forward without unnecessary delays.
In short: you keep the sales engine organized, accurate, and moving so the sales team can focus on selling.
Key Metrics for Success
- CRM accuracy and pipeline cleanliness
- Follow-ups completed on time
- Accurate and efficient scheduling
- Proposal and sales-document quality
- Reporting accuracy and consistency
- Reduction in missed tasks or communication gaps
- Positive feedback from sales leadership
- Reliable operational support across the sales process
Tools You May Use
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Google Workspace
- Microsoft Office
- Google Calendar
- Outlook
- Calendly
- Google Sheets / Excel
- Google Slides
- PowerPoint
- Canva
Why This Role Stands Out
- High-impact support role connected directly to revenue operations
- Hands-on exposure to modern CRM and sales systems
- Clear ownership of important sales workflows
- Fully remote working environment
- Opportunity to develop skills across CRM, reporting, pipeline management, and sales operations
- Growth opportunities 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
- Client Interview
- Offer & Background Verification
Apply Now
If you’re highly organized, comfortable with CRM systems, strong at scheduling and follow-through, and enjoy helping sales teams operate efficiently, we’d love to hear from you.
Apply today and help keep the sales pipeline organized, communication moving, and the sales team focused on closing opportunities.
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