Sales Assistant

Sales Assistant (Remote) – CRM, Scheduling & Sales Operations Support Position Type: Full-Time, Remote Working Hours: U.S. Business Hours (Aligned with Sales Team Schedules) About the Role We’re hiring a Sales Assistant to support a fast-moving sales team by managing CRM updates, scheduling meetings, coordinating follow-ups, preparing proposals, and keeping sales operations organized. This is a detail-oriented, execution-focused role where your work directly supports pipeline movement and sales performance. You won’t be responsible for selling — but you’ll play a critical role in helping the sales team close deals efficiently. If you’re organized, proactive, and enjoy keeping systems, communication, and operations running smoothly — this role is built for you. What You’ll Do CRM Management & Sales Operations • Maintain clean and accurate CRM records in Salesforce, HubSpot, Zoho CRM, or Pipedrive • Update leads, contacts, opportunities, and pipeline stages daily • Remove duplicates, fix missing information, and maintain CRM hygiene • Ensure pipeline visibility and reporting accuracy Scheduling & Sales Coordination • Schedule calls, demos, follow-ups, and meetings across multiple time zones • Manage calendars using Google Calendar, Outlook, and Calendly • Coordinate meeting logistics and ensure sales reps are prepared before calls • Organize internal prep sessions and follow-up activities Proposal & Document Support • Prepare, format, and proofread proposals, quotes, presentations, and sales documents • Support RFP and RFI responses using templates and existing materials • Create polished sales materials using Google Slides, PowerPoint, or Canva Reporting & Pipeline Tracking • Generate weekly and monthly sales reports and dashboards • Track pipeline activity, conversion metrics, and sales KPIs • Maintain reporting accuracy and ensure leadership visibility into sales activity Communication & Follow-Ups • Draft professional follow-up emails and meeting summaries • Send reminders, thank-you notes, and next-step communication • Support inbound lead routing and initial coordination Cross-Team Coordination • Collaborate with marketing, finance, operations, and sales teams • Track internal handoffs to ensure deals and tasks move forward smoothly • Help prevent delays or communication gaps across departments Requirements • 1–2 years of experience in sales support, administrative support, operations, or coordination roles • Hands-on experience with at least one CRM platform (Salesforce, HubSpot, Zoho, Pipedrive, or similar) • Strong scheduling and calendar management skills • Proficiency with Google Workspace or Microsoft Office • Strong written English communication skills • Highly organized with strong attention to detail Nice to Have • Experience preparing proposals, sales decks, or presentations • Exposure to SDR, BDR, or sales team workflows • Experience in B2B SaaS, marketing agencies, recruiting, or professional services • Basic reporting and Excel skills (pivot tables, dashboards, reporting) What a Typical Day Looks Like • Update CRM records and maintain pipeline accuracy • Schedule meetings and coordinate calendars across teams • Prepare proposals, presentations, and sales documents • Generate reports and support sales leadership with data updates • Send follow-ups and coordinate communication with leads and clients • Work cross-functionally to keep deals and workflows moving smoothly In short: you help keep the sales engine organized, efficient, and operating without friction. Key Metrics (KPIs) • CRM accuracy and pipeline cleanliness • On-time scheduling and coordination • Accurate proposals and sales documentation • Reporting accuracy and consistency • Positive feedback from sales leadership and team members Why Join? • High-impact role supporting revenue and sales operations • Opportunity to grow into Sales Operations, Revenue Operations, or Account Management • Collaborative and fast-paced remote environment • Clear ownership and measurable impact on team performance • Exposure to modern sales systems and operational workflows Interview Process • Initial Phone Screen • Video Interview with Pavago Recruiter • Practical Task (CRM cleanup + proposal draft) • Client Interview • Offer & Background Verification