Job Description

💼 Sales Assistant (CRM, Scheduling & Sales Operations Support) – Remote

Full-Time | Remote | 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 by managing:

• CRM updates
• scheduling and calendar coordination
• follow-ups
• proposal preparation
• reporting
• sales operations workflows

This is not a direct sales role.

Instead, your work directly supports:
✅ pipeline movement
✅ operational efficiency
✅ sales coordination
✅ reporting visibility
✅ deal progression

You’ll play a critical role in helping the sales team stay organized, responsive, and operationally efficient.

If you enjoy:
👉 organization
👉 coordination
👉 CRM management
👉 sales operations
👉 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 reporting accuracy and pipeline visibility
• Support clean and organized sales workflows

Scheduling & Sales Coordination

• Schedule:
• sales calls
• demos
• follow-ups
• client meetings
• Coordinate calendars across multiple time zones using:
• Google Calendar
• Outlook
• Calendly
• Ensure meeting logistics are handled accurately
• Prepare sales reps with:
• schedules
• reminders
• supporting materials
• Organize internal coordination and follow-up activities

Proposal & Document Support

• Prepare, format, and proofread:
• proposals
• quotes
• presentations
• sales documents
• Support RFP and RFI responses using templates and existing resources
• Create polished sales assets using:
• Google Slides
• PowerPoint
• Canva
• Maintain organized documentation and version control

Reporting & Pipeline Tracking

• Generate:
• weekly reports
• monthly dashboards
• sales tracking updates
• Track:
• pipeline activity
• conversion metrics
• sales KPIs
• Ensure leadership has visibility into sales performance and activity

Communication & Follow-Ups

• Draft professional:
• follow-up emails
• meeting summaries
• reminder communication
• next-step updates
• Support inbound lead routing and coordination
• Maintain responsive communication with:
• prospects
• clients
• internal teams

Cross-Team Coordination

• Collaborate with:
• marketing
• finance
• operations
• sales leadership
• Track internal handoffs and task ownership
• Help prevent delays and communication gaps
• Ensure deals and operational workflows continue moving smoothly

💻 Requirements

Core Requirements

• 1–2 years of experience in:
• sales support
• administrative coordination
• operations support
• 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 strong attention to detail

⭐ Nice to Have

• Experience preparing:
• proposals
• presentations
• sales decks
• Exposure to:
• SDR workflows
• BDR workflows
• pipeline management
• Experience in:
• B2B SaaS
• recruiting
• agencies
• professional services
• Basic Excel and reporting skills:
• pivot tables
• dashboards
• sales reporting

🧠 What Makes You a Strong Fit

• You are highly organized and proactive
• You enjoy supporting sales and operational workflows
• You communicate clearly and professionally
• You can manage multiple priorities without losing accuracy
• You are dependable and detail-oriented
• You thrive in structured, fast-paced environments

📅 What a Typical Day Looks Like

• Update CRM records and maintain pipeline accuracy
• Coordinate calendars and schedule meetings
• Prepare proposals and sales presentations
• Generate reports and sales activity updates
• Send follow-up communication and reminders
• Coordinate across teams to keep workflows moving smoothly

In short:
You help keep the sales engine organized, efficient, and operationally aligned so the sales team can focus on closing business.

📊 Key Metrics (KPIs)

• CRM accuracy and pipeline cleanliness
• On-time scheduling and coordination
• Accuracy of proposals and sales documentation
• Reporting consistency and reliability
• Responsiveness and operational follow-through
• Positive feedback from sales leadership and team members

🌟 Why This Role Stands Out

• High-impact role supporting revenue 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
• Clear ownership and measurable operational impact

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Task
  (CRM cleanup + proposal draft 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.