About the role
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
We’re hiring a Sales Assistant to support a fast-moving sales team by keeping everything organized, accurate, and moving forward.
This is an execution-heavy, detail-driven role — you’re not selling, but you’re critical to making sales happen.
You’ll manage CRM data, coordinate meetings, prepare proposals, and ensure sales reps have everything they need to close deals.
If you’re organized, proactive, and thrive behind the scenes — this role is for you.
What You’ll Own
CRM Management (Core Focus)
Maintain clean, accurate CRM data across:
Salesforce
HubSpot
Zoho CRM
Pipedrive
Update leads, contacts, and opportunities daily
Remove duplicates, fix missing fields, and maintain data hygiene
Ensure pipeline visibility is always accurate
Scheduling & Sales Coordination
Schedule calls, demos, and follow-ups across time zones
Use tools like:
Google Calendar
Outlook
Calendly
Ensure sales reps are fully prepared before every meeting
Coordinate internal prep sessions and follow-ups
Proposal & Document Support
Draft, format, and proofread:
Sales proposals
Quotes
Presentations
Support RFP/RFI responses using templates
Create polished materials using:
Google Slides
Microsoft PowerPoint
Canva
Reporting & Sales Metrics
Generate weekly/monthly reports:
Pipeline activity
Conversion rates
Sales KPIs
Maintain dashboards for leadership visibility
Ensure reporting is accurate and on time
Communication & Follow-Ups
Draft follow-up emails after meetings
Send reminders, thank-you notes, and next steps
Support inbound lead routing and initial responses
Cross-Team Coordination
Work with:
Marketing (lead flow & campaigns)
Finance (contracts & approvals)
Operations (order processing)
Track handoffs to ensure nothing falls through the cracks
What Success Looks Like
CRM is always clean, structured, and reliable
Meetings are scheduled without friction or conflicts
Sales reps are fully prepared before every call
Reports are accurate and delivered on time
No delays in proposals, follow-ups, or communication
What Makes You a Strong Fit
Extremely organized and detail-oriented
Strong written communicator (you’ll draft emails daily)
Proactive — you fix issues before being asked
Comfortable managing multiple priorities
Enjoy supporting others and enabling success
Requirements (Must-Have)
Experience
1–2 years in:
Sales support
Administrative roles
Operations or coordination roles
Core Skills
Hands-on experience with at least one CRM
Strong scheduling and calendar management
Proficiency in:
Google Workspace or Microsoft Office
Clear, professional written English
Nice to Have
Experience creating proposals or sales decks
Exposure to SDR/BDR workflows
Experience in:
B2B SaaS
Marketing agencies
Professional services
Basic reporting skills (Excel, dashboards, pivot tables)
What a Typical Day Looks Like
Update CRM data and clean pipeline records
Schedule meetings and coordinate calendars
Prepare proposals, decks, and documents
Generate reports for sales leadership
Send follow-ups and manage communication
Coordinate across teams to keep deals moving
In short:
You keep the sales engine organized, efficient, and moving forward.
Key Metrics (KPIs)
CRM accuracy (no duplicates, complete records)
On-time scheduling and meeting coordination
Error-free proposals and documents
Reporting accuracy and consistency
Feedback from sales team on support quality
Why This Role Stands Out
Clear ownership without sales pressure
High visibility impact on revenue teams
Opportunity to grow into:
Sales Ops
Account Management
Revenue Operations
Interview Process
Initial Phone Screen
Video Interview with Pavago Recruiter
Practical Task (CRM cleanup + proposal draft)
Client Interview
Offer & Background Verification
Apply Now
If you’re someone who thrives on organization, execution, and making teams more effective, this role gives you a clear path into sales operations and revenue support.
Apply now and become the backbone of a high-performing sales team.
Originally posted on Himalayas