Sales Assistant
Sales Assistant (CRM, Scheduling & Sales Operations Support) – Remote
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago , one of our clients is hiring a highly organized and proactive Sales Assistant to support a fast-moving sales team across CRM management, scheduling, follow-ups, proposals, reporting, and sales operations .
This is not a direct sales role . Instead, you’ll work behind the scenes to ensure the sales team stays organized, prospects receive timely communication, CRM data remains accurate, and opportunities continue moving through the pipeline.
You’ll directly support:
- Pipeline movement
- Sales coordination
- CRM accuracy
- Reporting visibility
- Deal progression
- Operational efficiency
If you enjoy keeping systems organized, coordinating multiple priorities, and helping sales teams operate efficiently, this role is a strong fit.
What You’ll Own
CRM Management & Pipeline Support
- Maintain accurate records in CRM platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update:
- Leads
- Contacts
- Opportunities
- Pipeline stages
- Activity notes
- Identify and clean duplicate, incomplete, or outdated records.
- Maintain strong CRM hygiene and data accuracy.
- Ensure sales activity and pipeline status remain visible to the team and leadership.
Scheduling & Sales Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-ups
- Client meetings
- Coordinate calendars across multiple time zones.
- Work with tools such as:
- Google Calendar
- Outlook
- Calendly
- Manage confirmations, reminders, and scheduling changes.
- Ensure sales representatives have the right information and materials before meetings.
- Help keep follow-ups and next steps on schedule.
Proposal & Sales Document Support
- Prepare, format, proofread, and organize:
- Proposals
- Quotes
- Presentations
- Sales documents
- Support RFP and RFI responses using existing templates and resources.
- Create polished sales materials using:
- Google Slides
- PowerPoint
- Canva
- Maintain organized documentation and version control.
- Ensure client-facing materials are accurate and professional.
Reporting & Pipeline Tracking
- Prepare:
- Weekly sales reports
- Monthly dashboards
- Pipeline updates
- Activity summaries
- Track:
- Pipeline activity
- Conversion metrics
- Sales KPIs
- Follow-up activity
- Maintain accurate reporting trackers.
- Give sales leadership clear visibility into performance and pipeline movement.
Communication & Follow-Ups
- Draft professional:
- Follow-up emails
- Meeting summaries
- Reminders
- Next-step communications
- Support inbound lead routing and prospect coordination.
- Follow up on outstanding actions to prevent opportunities from stalling.
- Maintain timely and professional communication with prospects, clients, and internal teams.
Cross-Functional Coordination
- Collaborate with:
- Sales
- Marketing
- Finance
- Operations
- Leadership
- Coordinate internal handoffs and approvals.
- Track task ownership and outstanding requirements.
- Help prevent communication gaps or operational delays.
- Support a smooth transition from sales conversations through the next stage of the customer journey.
What Makes You a Strong Fit
You:
- Are highly organized and detail-oriented.
- Proactively follow up without needing constant reminders.
- Enjoy working with CRM systems and structured workflows.
- Communicate clearly and professionally.
- Can manage multiple schedules, tasks, and priorities simultaneously.
- Notice missing information and inconsistencies quickly.
- Take ownership of keeping sales operations moving.
- Thrive in fast-paced, execution-focused environments.
Required Experience & Skills
-
1–2 years of experience in:
- Sales support
- Sales operations
- Administrative coordination
- Operations support
- Hands-on experience with at least one CRM platfor