Job Description

Sales Assistant (CRM, Scheduling, Sales Support – Remote, U.S. Hours)

About the Role

We’re hiring a Sales Assistant to support sales operations, CRM management, scheduling, and proposal coordination

In this role, you’ll keep the sales team organized and efficient by managing data, meetings, documents, and communication — allowing Account Executives to focus on closing deals.

If you’re detail-oriented, organized, and experienced with CRM systems and sales support workflows, this role is for you.

Responsibilities

CRM Management

• Maintain accurate records in CRM systems (Salesforce, HubSpot, Zoho, Pipedrive)
• Update leads, contacts, and opportunities with complete and current information
• Monitor and clean data (duplicates, missing fields, outdated records)

Scheduling & Coordination

• Schedule calls, demos, and follow-ups across time zones
• Use tools like Google Calendar, Outlook, Calendly
• Coordinate internal prep meetings and ensure reps are ready with materials

Proposal & Document Support

• Draft, format, and proofread sales proposals, quotes, and presentations
• Assist with RFP/RFI responses using updated templates
• Create and edit materials using Google Slides, PowerPoint, Canva

Reporting & Metrics

• Generate weekly and monthly sales reports from CRM data
• Track pipeline activity, conversion rates, and key KPIs
• Maintain dashboards for visibility into sales performance

Communication & Follow-Up

• Draft and send follow-up emails, reminders, and thank-you notes
• Support inbound lead responses and route qualified prospects
• Ensure timely and professional communication with prospects

Cross-Team Collaboration

• Coordinate with marketing, finance, and operations teams
• Track deliverables to ensure a smooth customer journey
• Support lead routing, contract approvals, and order processing

Requirements

• 1–2 years of experience in administration, sales support, or operations
• Familiarity with CRM tools (Salesforce, HubSpot, Zoho, or Pipedrive)
• Proficiency in Microsoft Office or Google Workspace
• Strong written communication and organizational skills
• Ability to manage multiple tasks and priorities
• Comfortable working remote during U.S. business hours

Nice to Have

• Experience creating proposals, presentations, or sales collateral
• Familiarity with lead generation workflows or SDR/BDR support
• Experience in B2B SaaS, professional services, or marketing agencies
• Basic data analysis skills ( Excel pivot tables, Google Data Studio)

Tools & Tech

• Salesforce / HubSpot / Zoho / Pipedrive
• Google Workspace / Microsoft Office
• Calendly / Google Calendar / Outlook
• Canva / Google Slides / PowerPoint

Why Join

• Be a key part of the sales operations and support function
• Work closely with Account Executives and sales leadership
• Build skills in CRM management, reporting, and sales processes
• Opportunity to grow into sales or operations roles
• Fully remote role with structured responsibilities

What Success Looks Like

• High CRM data accuracy and cleanliness
• Meetings scheduled and prepared on time without errors
• Sales documents delivered accurately and professionally
• Consistent, reliable reporting and dashboards
• Strong support feedback from sales teams

Apply Now

If you’re a Sales Assistant who excels in organization, communication, and sales support, we’d love to hear from you.

Apply now and help keep the sales engine running smoothly and efficiently.