Sales Assistant (CRM, Scheduling & Sales Operations Support)

Position Type: Full-Time, Remote
Working Hours: 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 with CRM management, scheduling, proposal coordination, reporting, and sales operations support.

This is not a sales-closing role.

You’ll be responsible for keeping the sales pipeline organized, ensuring follow-ups happen on time, maintaining CRM accuracy, and helping sales representatives operate efficiently.

If you thrive in structure, coordination, communication, and operational support, this role is a strong fit.

What You’ll Own

CRM Management & Sales Operations

• Maintain accurate CRM records in:
• Salesforce
• HubSpot
• Zoho CRM
• Pipedrive
• Update:
• Leads
• Contacts
• Opportunities
• Pipeline stages
• Remove duplicate records and maintain CRM hygiene
• Ensure clean reporting and pipeline visibility
• Support overall sales operations and workflow organization

Scheduling & Calendar Coordination

• Schedule:
• Sales calls
• Product demos
• Follow-up meetings
• Internal meetings
• Coordinate calendars across multiple time zones
• Manage scheduling using:
• Google Calendar
• Outlook
• Calendly
• Ensure sales representatives are fully prepared before meetings
• Handle reschedules, reminders, and meeting logistics

Proposal & Sales Document Support

• Prepare and format:
• Proposals
• Quotes
• Presentations
• Client-facing sales documents
• Support RFP and RFI responses using approved templates
• Create polished sales materials using:
• Google Slides
• PowerPoint
• Canva
• Proofread documents for accuracy and professionalism

Reporting & Pipeline Tracking

• Generate weekly and monthly sales reports
• Track:
• Pipeline activity
• Conversion metrics
• Sales KPIs
• Maintain reporting accuracy for leadership visibility
• Support dashboard updates and operational reporting

Communication & Follow-Ups

• Draft professional:
• Follow-up emails
• Meeting summaries
• Reminder communications
• Support inbound lead routing and coordination
• Ensure no opportunities or follow-ups are missed

Cross-Functional Coordination

• Collaborate with:
• Sales
• Marketing
• Finance
• Operations
• Track internal handoffs and deal progress
• Help eliminate communication gaps and operational delays

Requirements

Must-Have Experience

• 1–2 years of experience in:
• Sales Support
• Administrative Support
• Operations Coordination
• Executive Assistance
• 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
• Sales decks
• Presentations
• Exposure to:
• SDR workflows
• BDR workflows
• Sales operations environments
• Experience in:
• SaaS
• Recruiting
• Marketing agencies
• Professional services
• Basic Excel and reporting skills, including:
• Pivot Tables
• Dashboards
• Pipeline tracking

What Makes You a Strong Fit

• You are highly organized and proactive
• You enjoy keeping systems clean and structured
• You communicate clearly and professionally
• You follow through consistently
• You can manage multiple priorities without sacrificing accuracy
• You help teams stay efficient and operationally aligned

What a Typical Day Looks Like

• Update CRM records and maintain pipeline accuracy
• Schedule calls and coordinate calendars
• Prepare proposals and presentations
• Generate reports and sales updates
• Send follow-ups and meeting reminders
• Coordinate communication between internal teams
• Support sales representatives with operational tasks

In short: You help keep the sales engine organized, efficient, and moving without friction.

Key Metrics for Success (KPIs)

• CRM accuracy and pipeline cleanliness
• On-time scheduling and coordination
• Accurate proposals and sales documentation
• Reporting consistency and visibility
• Positive feedback from sales leadership
• Follow-up completion and operational reliability

Why This Role Stands Out

• High-impact role supporting revenue operations
• Exposure to modern CRM and sales systems
• Strong operational ownership and visibility
• Collaborative remote environment
• Opportunity to grow into:
• Sales Operations
• Revenue Operations
• Account Management
• Executive Operations

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Task (CRM Cleanup & Proposal Formatting Exercise)
• Client Interview
• Offer & Background Verification

Apply Now

If you:

• Love organization and operational support
• Enjoy keeping pipelines and schedules running smoothly
• Thrive in fast-paced, detail-oriented environments
• Want exposure to modern sales operations and CRM systems

this role is a strong fit for professionals who enjoy supporting high-performing sales teams and keeping operations running efficiently.