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

Originally posted on Himalayas