Sales Assistant
Sales Assistant (CRM, Sales Support & Pipeline Coordination) – Remote | U.S. Hours
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 daily sales operations, CRM management, scheduling, reporting, proposals, and client communication.
This role is designed to keep the sales process organized and moving forward so Account Executives and sales leaders can focus on selling, closing deals, and building client relationships .
This is more than an administrative support position. You’ll help maintain pipeline accuracy, coordinate follow-ups, prepare sales materials, and ensure no lead, task, or opportunity slips through the cracks .
What You’ll Own
CRM Management & Pipeline Support
- Maintain accurate records for leads, contacts, deals, and opportunities.
- Update pipeline stages, notes, activities, and follow-up tasks.
- Work within CRM platforms such as:
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- Identify and clean duplicate, incomplete, or outdated records.
- Maintain strong CRM hygiene and pipeline visibility.
- Ensure sales activities and next steps are properly documented.
Scheduling & Sales Coordination
- Schedule:
- Discovery calls
- Sales meetings
- Product demos
- Follow-up calls
- Internal meetings
- Coordinate calendars across multiple time zones.
- Use Google Calendar, Outlook, Calendly, or similar scheduling tools.
- Manage confirmations, reminders, reschedules, and calendar changes.
- Ensure sales representatives have the necessary context and materials before meetings.
Proposals & Sales Documentation
- Draft, format, proofread, and organize:
- Proposals
- Quotes
- Presentations
- Sales collateral
- Client-facing documents
- Support RFP and RFI preparation when required.
- Create polished materials using Google Slides, PowerPoint, Canva, or similar tools.
- Maintain organized records of contracts and sales documentation.
Sales Reporting & Operations
- Prepare weekly and monthly sales reports.
- Maintain pipeline summaries and leadership dashboards.
- Track metrics including:
- Pipeline movement
- Sales activity
- Conversion rates
- Follow-up completion
- Assist with forecasting and operational reporting.
- Keep reporting data accurate, organized, and accessible.
Client Communication & Follow-Up
- Draft professional:
- Follow-up emails
- Meeting recaps
- Reminders
- Client communications
- Support inbound lead routing and prospect coordination.
- Track outstanding follow-ups and ensure they are completed on time.
- Coordinate communication between prospects, sales representatives, and internal teams.
- Maintain a professional customer experience throughout the sales process.
Cross-Functional Coordination
- Work with Sales, Marketing, Finance, and Operations teams.
- Coordinate contracts, approvals, documentation, and internal handoffs.
- Support smooth transitions from prospect to customer onboarding.
- Help identify and resolve administrative bottlenecks affecting the sales process.
What Makes You a Strong Fit
You’ll likely succeed in this role if you:
- Are highly organized and naturally good at keeping track of details.
- Proactively follow up instead of waiting for reminders.
- Enjoy keeping systems, calendars, and pipelines organized.
- Communicate clearly and professionally.
- Can manage multiple priorities without losing accuracy.
- Thrive in fast-paced, sales-driven environments.
- Take ownership of ensuring tasks are fully completed.
- Enjoy helping sales teams operate more efficiently.
Required Experience & Skills
-
1–2+ years of experience in sales support, sales coordination, administrative support, or operations.
- Experience working with CRM platforms such as:
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- Strong proficiency with Google Workspace or Microsoft Office.
- Experience c