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Sales Assistant
Pavago · Remote, United States
About The Role
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 keeping everything organized, accurate, and moving forward.
- This is an execution-heavy, detail-driven role — you’re not selling, but you’re critical to making sales happen.
- You’ll manage CRM data, coordinate meetings, prepare proposals, and ensure sales reps have everything they need to close deals.
- If you’re organized, proactive, and thrive behind the scenes — this role is for you.
What You’ll Own
CRM Management (Core Focus)
- Maintain clean, accurate CRM data across:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, and opportunities daily
- Remove duplicates, fix missing fields, and maintain data hygiene
- Ensure pipeline visibility is always accurate
Scheduling & Sales Coordination
- Schedule calls, demos, and follow-ups across time zones
- Use tools like:
- Google Calendar
- Outlook
- Calendly
- Ensure sales reps are fully prepared before every meeting
- Coordinate internal prep sessions and follow-ups
Proposal & Document Support
- Draft, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Support RFP/RFI responses using templates
- Create polished materials using:
- Google Slides
- Microsoft PowerPoint
- Canva
Reporting & Sales Metrics
- Generate weekly/monthly reports:
- Pipeline activity
- Conversion rates
- Sales KPIs
- Maintain dashboards for leadership visibility
- Ensure reporting is accurate and on time
Communication & Follow-Ups
- Draft follow-up emails after meetings
- Send reminders, thank-you notes, and next steps
- Support inbound lead routing and initial responses
Cross-Team Coordination
- Work with:
- Marketing (lead flow & campaigns)
- Finance (contracts & approvals)
- Operations (order processing)
- Track handoffs to ensure nothing falls through the cracks
What Success Looks Like
- CRM is always clean, structured, and reliable
- Meetings are scheduled without friction or conflicts
- Sales reps are fully prepared before every call
- Reports are accurate and delivered on time
- No delays in proposals, follow-ups, or communication
What Makes You a Strong Fit
- Extremely organized and detail-oriented
- Strong written communicator (you’ll draft emails daily)
- Proactive — you fix issues before being asked
- Comfortable managing multiple priorities
- Enjoy supporting others and enabling success
Requirements (Must-Have)
Experience
- 1–2 years in:
- Sales support
- Administrative roles
- Operations or coordination roles
Core Skills
- Hands-on experience with at least one CRM
- Strong scheduling and calendar management
- Proficiency in:
- Google Workspace or Microsoft Office
- Clear, professional written English
Nice to Have
- Experience creating proposals or sales decks
- Exposure to SDR/BDR workflows
- Experience in:
- B2B SaaS
- Marketing agencies
- Professional services
- Basic reporting skills (Excel, dashboards, pivot tables)
What a Typical Day Looks Like
- Update CRM data and clean pipeline records
- Schedule meetings and coordinate calendars
- Prepare proposals, decks, and documents
- Generate reports for sales leadership
- Send follow-ups and manage communication
- Coordinate across teams to keep deals moving
In short
You keep the sales engine organized, efficient, and moving forward .
Key Metrics (KPIs)
- CRM accuracy (no duplicates, complete records)
- On-time scheduling and meeting coordination
- Error-free proposals and documents
- Reporting accuracy and consistency
- Feedback from sales team on support quality
Why This Role Stands Out
- Clear ownership without sales pressure
- High visibility impact on revenue teams
- Opportunity to grow into:
- Sales Ops
- Account Management
- Revenue Operations
Interview Process
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Practical Task (CRM cleanup + proposal draft)
- Client Interview
- Offer & Background Verification
Apply Now
- If you’re someone who thrives on organization, execution, and making teams more effective , this role gives you a clear path into sales operations and revenue support .
- Apply now and become the backbone of a high-performing sales team.
This listing was posted by a verified recruiter at Pavago. Report this listing
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