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
At Pavago , one of our clients is hiring a Sales Assistant to support a fast-paced sales team by keeping operations organized, accurate, and moving forward.
This is an execution-focused role—not a sales position.
You’ll play a critical role in supporting the sales process through CRM management, scheduling, proposal preparation, reporting, and cross-functional coordination. Your work will help sales representatives stay focused on building relationships and closing deals while ensuring nothing falls through the cracks.
If you’re highly organized, detail-oriented, and enjoy supporting high-performing teams behind the scenes, this role is built for you.
What You’ll Own
CRM Management (Core Focus)
- Maintain clean and accurate CRM data across platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, opportunities, and account records daily.
- Remove duplicate records and correct incomplete or inaccurate information.
- Ensure pipeline data remains current and reliable for reporting and forecasting.
Scheduling & Sales Coordination
- Schedule discovery calls, demos, meetings, and follow-ups across multiple time zones.
- Coordinate calendars using:
- Google Calendar
- Microsoft Outlook
- Calendly
- Ensure sales representatives are fully prepared before every meeting.
- Coordinate internal meetings, reminders, and follow-up activities.
Proposal & Sales Documentation
- Prepare, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Support RFP and RFI responses using existing templates.
- Create polished client-facing materials using:
- Google Slides
- Microsoft PowerPoint
- Canva
Reporting & Sales Operations
- Generate weekly and monthly reports covering:
- Pipeline activity
- Sales performance
- Conversion metrics
- Key sales KPIs
- Maintain dashboards that provide leadership with accurate sales visibility.
- Ensure reporting is delivered accurately and on schedule.
Communication & Follow-Up
- Draft professional follow-up emails after meetings.
- Send reminders, thank-you emails, and next-step communications.
- Assist with inbound lead routing and initial customer responses.
- Help maintain timely communication throughout the sales process.
Cross-Functional Coordination
- Collaborate with:
- Marketing
- Finance
- Operations
- Track internal handoffs to ensure deals continue moving forward.
- Coordinate documentation, approvals, and operational requests across departments.
What Success Looks Like
- CRM records remain clean, accurate, and organized.
- Meetings are scheduled efficiently without conflicts.
- Sales representatives are fully prepared for client conversations.
- Reports are accurate and delivered on time.
- Proposals, follow-ups, and internal coordination happen without delays.
What Makes You a Strong Fit
- Highly organized with exceptional attention to detail.
- Strong written communicator with professional email etiquette.
- Proactive and solution-oriented.
- Comfortable managing multiple priorities simultaneously.
- Enjoy supporting teams and improving operational efficiency.
Required Experience & Skills
Experience
- 1–2 years of experience in:
- Sales Support
- Administrative Support
- Operations Coordination
- Sales Administration
Core Skills
- Hands-on experience with at least one CRM platform.
- Strong scheduling and calendar management experience.
- Proficiency with:
- Google Workspace or Microsoft Office
- Excellent written English communication skills.
- Strong organizational and time management abilities.
Nice-to-Have
- Experience preparing proposals or sales presentations.
- Familiarity with SDR or BDR sales workflows.
- Experience supporting:
- B2B SaaS companies
- Mar