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