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 execution-focused Sales Assistant to support a fast-moving sales team across CRM management, scheduling, follow-ups, proposals, reporting, and day-to-day sales operations.

This is not a direct selling role . Your job is to make sure the sales team stays organized, pipeline information remains accurate, meetings and follow-ups happen on time, and deals continue moving without administrative bottlenecks.
You’ll support:

- CRM and pipeline management

- Sales scheduling and calendar coordination

- Follow-up communication

- Proposal and sales document preparation

- Reporting and KPI tracking

- Cross-functional coordination

- Day-to-day sales operations

If you enjoy keeping systems organized, supporting revenue teams, and making sure nothing falls through the cracks, this role is a strong fit.
What You’ll Own
CRM Management & Pipeline Support

Maintain accurate sales records within CRM platforms such as:

- Salesforce

- HubSpot

- Zoho CRM

- Pipedrive

You will:

- Create and update leads, contacts, and opportunities.

- Maintain accurate pipeline stages and activity notes.

- Log sales activities and follow-up information.

- Remove duplicate or outdated records.

- Maintain strong CRM hygiene and data accuracy.

- Ensure sales representatives and leadership have reliable pipeline visibility.

- Support consistent CRM processes across the sales team.

Scheduling & Calendar Coordination
Coordinate:

- Discovery and sales calls

- Product demos

- Follow-up meetings

- Client meetings

- Internal sales meetings

Use tools such as:

- Google Calendar

- Microsoft Outlook

- Calendly

Manage scheduling across multiple time zones, send confirmations and reminders, handle rescheduling, and ensure meetings are properly organized.

Before meetings, help sales representatives stay prepared with relevant context, agendas, notes, and supporting materials.
Sales Follow-Up & Communication

Support timely communication throughout the sales process by:

- Drafting professional follow-up emails.

- Sending meeting confirmations and reminders.

- Preparing meeting summaries and next-step communications.

- Tracking outstanding follow-ups.

- Coordinating responses to inbound leads.

- Routing inquiries to the appropriate sales representative.

- Ensuring important prospect communication does not get missed.

Proposal & Sales Document Preparation

Prepare, format, proofread, and organize:

- Sales proposals

- Quotes

- Presentations

- Sales decks

- Client-facing documents

- RFP and RFI responses

Use approved templates and materials to produce polished, accurate documents using tools such as:

- Google Slides

- Microsoft PowerPoint

- Canva

Maintain strong version control and organized document storage.
Reporting & Sales Performance Tracking

Prepare recurring sales reports including:

- Weekly pipeline reports

- Sales activity updates

- KPI trackers

- Pipeline dashboards

- Conversion reports

Track metrics such as:

- Pipeline activity

- Deal progression

- Conversion rates

- Sales activities

- Follow-up completion

- Other sales performance indicators

Ensure reports are accurate, organized, and delivered on time so leadership has clear visibility into sales performance.
Sales Operations Support

Help keep the overall sales workflow organized by:

- Tracking open tasks and next steps.

- Maintaining sales documentation.

- Supporting lead routing.

- Coordinating internal handoffs.

- Following up on outstanding action items.

- Identifying missing information or operational gaps.

- Helping sales representatives stay focused on selling rather than administrative work.

Cross-Functional Coordination
Collaborate with:

- Sales

- Marketing

- Operations

- Finance

- Leadership

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