Sales Assistant
Sales Assistant – CRM, Scheduling & Sales Operations | 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, proposals, reporting, and day-to-day sales operations .
This is not a sales-closing role. Your responsibility is to keep the sales team organized, prepared, and focused on revenue-generating activities.
You’ll help ensure CRM records stay accurate, sales calls and follow-ups happen on time, proposals are polished, pipeline reporting remains reliable, and no lead, task, or opportunity falls through the cracks .
If you enjoy structure, coordination, and helping high-performing sales teams operate efficiently, this role is a strong fit.
What You’ll Own
CRM Management & Sales Operations
- Maintain accurate records in CRM platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, opportunities, and pipeline stages
- Keep notes, activities, follow-ups, and next steps current
- Identify and remove duplicate, incomplete, or outdated records
- Maintain strong CRM hygiene and reliable pipeline visibility
- Track outstanding sales activities and deadlines
- Support day-to-day sales workflows and operational organization
- Ensure sales representatives have accurate information when they need it
Scheduling & Calendar Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-up meetings
- Internal meetings
- Coordinate calendars across multiple time zones
- Manage scheduling through Google Calendar, Outlook, and Calendly
- Handle reschedules, reminders, and meeting logistics
- Monitor upcoming meetings and identify potential scheduling conflicts
- Ensure sales representatives have the right context and materials before meetings
- Keep follow-up meetings and next steps moving on time
Proposals & Sales Documents
- Prepare, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Client-facing documents
- Support RFP and RFI responses using approved templates
- Create polished materials using Google Slides, PowerPoint, and Canva
- Review documents for accuracy, formatting, and completeness
- Ensure sales materials are professional and delivered on time
- Maintain organized versions of proposals and supporting documents
Reporting & Pipeline Tracking
- Prepare weekly and monthly sales reports
- Track:
- Pipeline activity
- Conversion metrics
- Sales KPIs
- Deal progression
- Maintain dashboards and reporting trackers
- Keep pipeline information current and reliable
- Identify missing or outdated information before reporting
- Ensure leadership has accurate visibility into sales activity and pipeline performance
Communication & Follow-Up
- Draft professional follow-up emails, reminders, and meeting summaries
- Support inbound lead routing and response coordination
- Track outstanding actions and follow-ups
- Ensure prospects receive timely communication
- Help maintain momentum throughout the sales process
- Flag overdue tasks or stalled opportunities for appropriate follow-up
Cross-Functional Coordination
- Collaborate with Sales, Marketing, Finance, and Operations
- Coordinate internal handoffs and approvals
- Track deal-related tasks and documentation
- Help prevent communication gaps and operational delays
- Support smooth transitions from sales into onboarding or delivery
- Maintain visibility into outstanding dependencies across teams
Requirements
-
1–2+ years of experience in:
- Sales Support
- Administrative Support
- Operations Coordination
- Executive Assistance
- Hands-on experience with at least one CRM, such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Strong scheduling and calendar management experience
- Proficiency with Google Workspace and/or Microsoft Office
- Stron
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