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 proactive Sales Assistant to support a fast-moving sales team across CRM management, scheduling, follow-ups, proposals, reporting, and sales operations.
This is not a direct sales role. You’ll work behind the scenes to keep the sales team organized, ensure prospects receive timely communication, maintain accurate CRM data, and prevent opportunities from stalling in the pipeline.
You’ll directly support pipeline movement, deal progression, CRM accuracy, reporting visibility, and overall sales efficiency.
If you’re detail-oriented, proactive with follow-ups, and enjoy keeping sales systems and workflows organized, this role is a strong fit.
What You’ll Own
CRM Management & Pipeline Support
- Maintain accurate CRM records across platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, opportunities, pipeline stages, and activity notes
- Identify and clean duplicate, incomplete, or outdated records
- Maintain strong CRM hygiene and data accuracy
- Monitor opportunities for missing information or overdue next steps
- Ensure pipeline activity remains visible to sales representatives and leadership
- Help prevent opportunities from becoming stale
Scheduling & Sales Coordination
- Schedule:
- Sales calls
- Product demos
- Prospect follow-ups
- Client meetings
- Coordinate calendars across multiple time zones
- Work with Google Calendar, Outlook, Calendly, and similar scheduling tools
- Manage confirmations, reminders, rescheduling, and calendar changes
- Ensure sales representatives have the necessary information and materials before meetings
- Keep follow-ups and next steps on schedule
Proposal & Sales Document Support
- Prepare, format, proofread, and organize:
- Proposals
- Quotes
- Presentations
- Sales documents
- Support RFP and RFI responses using existing templates and resources
- Create polished materials using:
- Google Slides
- PowerPoint
- Canva
- Maintain organized documentation and version control
- Ensure client-facing materials are accurate, consistent, and professional
Reporting & Pipeline Tracking
- Prepare weekly and monthly sales reporting
- Maintain:
- Pipeline updates
- Sales dashboards
- Activity summaries
- KPI trackers
- Track pipeline activity, conversion metrics, follow-ups, and sales performance
- Ensure reporting data is complete and accurate
- Give sales leadership clear visibility into pipeline movement and outstanding actions
Communication & Follow-Ups
- Draft professional:
- Prospect follow-up emails
- Meeting summaries
- Reminders
- Next-step communications
- Support inbound lead routing and prospect coordination
- Follow up on outstanding actions to keep opportunities moving
- Maintain timely communication with prospects, clients, and internal stakeholders
- Escalate urgent or time-sensitive matters appropriately
Cross-Functional Coordination
- Collaborate with:
- Sales
- Marketing
- Finance
- Operations
- Leadership
- Coordinate internal handoffs and approvals
- Track task ownership and outstanding requirements
- Prevent communication gaps and operational delays
- Support smooth transitions from sales conversations into the next stage of the customer journey
Must-Have Experience & Skills
- 1–2+ years of experience in:
- Sales support
- Sales operations
- Administrative coordination
- Operations support
- Hands-on experience with at least one CRM platform such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Strong scheduling and calendar management experience
- Proficiency with Google Workspace and Microsoft Office
- Strong written English communication skills
- Excellent organizational and multitasking abilities
- High attention to detail and accuracy
- Strong follow-through and task ownership
- Ability to manage multiple priorities simultaneously
- Comfortable working independently in a remote environment
- Availability during U.S. business hours
Nice to Have
- Experience preparing proposals, quotes, presentations, or sales decks
- Exposure to SDR / BDR workflows
- Experience with lead and pipeline management
- Experience supporting:
- B2B SaaS
- Recruiting
- Agencies
- Professional services
- Strong Excel or Google Sheets skills
- Experience with:
- Pivot tables
- Dashboards
- Sales reporting
- KPI tracking
- Familiarity with revenue operations workflows
Tools & Tech
Salesforce | HubSpot | Zoho CRM | Pipedrive | Google Workspace | Microsoft Office | Excel | Google Sheets | Calendly | Google Calendar | Outlook | PowerPoint | Google Slides | Canva
What Makes You a Strong Fit
- You’re highly organized and detail-oriented
- You proactively follow up without needing constant reminders
- You enjoy working inside CRMs and structured workflows
- You notice missing information and inconsistencies quickly
- You communicate clearly and professionally
- You can coordinate multiple calendars, tasks, and priorities without dropping details
- You take ownership of keeping opportunities moving
- You thrive in fast-paced, execution-focused environments
What a Typical Day Looks Like
You may start your day reviewing CRM records and checking the pipeline for missing information, overdue follow-ups, or upcoming meetings.
From there, you might schedule a sales demo, prepare a proposal, send prospect follow-ups, update a sales dashboard, coordinate an internal handoff, or make sure a sales representative has everything needed for an upcoming call.
Throughout the day, you’ll keep CRM data accurate, follow-ups moving, and sales operations organized.
In short: you keep the sales engine organized, responsive, and operationally efficient so the sales team can focus on building relationships and closing business.
Key Metrics for Success
- CRM accuracy and pipeline cleanliness
- On-time scheduling and coordination
- Consistent completion of sales follow-ups
- Accurate proposals and client-facing documentation
- Reliable and timely sales reporting
- Reduced operational delays and missed handoffs
- Strong responsiveness and follow-through
- Positive feedback from sales representatives and leadership
Growth Path
Strong performance can create opportunities to grow into:
Sales Operations Specialist | Sales Coordinator | Revenue Operations | Account Management | Business Operations
Interview Process
- Initial Phone Screen
- Spark Hire Video Interview
- Video Interview with Pavago Recruiter
- Practical Task – CRM Cleanup + Proposal Draft Exercise
- Client Interview
- Offer & Background Verification
Apply Now
If you have experience in sales support, CRM management, scheduling, reporting, proposals, or sales operations and enjoy keeping teams organized and opportunities moving forward, we’d love to hear from you.
Apply now and help build a more organized, responsive, and efficient sales operation.
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