About the role
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. You’ll work behind the scenes to keep the sales team organized, ensure prospects receive timely communication, maintain accurate CRM data, and prevent opportunities from stalling in the pipeline.
You’ll directly support pipeline movement, deal progression, CRM accuracy, reporting visibility, and overall sales efficiency.
If you’re detail-oriented, proactive with follow-ups, and enjoy keeping sales systems and workflows organized, this role is a strong fit.
What You’ll Own
CRM Management & Pipeline Support
Maintain accurate CRM records across platforms such as:
Salesforce
HubSpot
Zoho CRM
Pipedrive
Update leads, contacts, opportunities, pipeline stages, and activity notes
Identify and clean duplicate, incomplete, or outdated records
Maintain strong CRM hygiene and data accuracy
Monitor opportunities for missing information or overdue next steps
Ensure pipeline activity remains visible to sales representatives and leadership
Help prevent opportunities from becoming stale
Scheduling & Sales Coordination
Schedule:
Sales calls
Product demos
Prospect follow-ups
Client meetings
Coordinate calendars across multiple time zones
Work with Google Calendar, Outlook, Calendly, and similar scheduling tools
Manage confirmations, reminders, rescheduling, and calendar changes
Ensure sales representatives have the necessary information and materials before meetings
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 materials using:
Google Slides
PowerPoint
Canva
Maintain organized documentation and version control
Ensure client-facing materials are accurate, consistent, and professional
Reporting & Pipeline Tracking
Prepare weekly and monthly sales reporting
Maintain:
Pipeline updates
Sales dashboards
Activity summaries
KPI trackers
Track pipeline activity, conversion metrics, follow-ups, and sales performance
Ensure reporting data is complete and accurate
Give sales leadership clear visibility into pipeline movement and outstanding actions
Communication & Follow-Ups
Draft professional:
Prospect follow-up emails
Meeting summaries
Reminders
Next-step communications
Support inbound lead routing and prospect coordination
Follow up on outstanding actions to keep opportunities moving
Maintain timely communication with prospects, clients, and internal stakeholders
Escalate urgent or time-sensitive matters appropriately
Cross-Functional Coordination
Collaborate with:
Sales
Marketing
Finance
Operations
Leadership
Coordinate internal handoffs and approvals
Track task ownership and outstanding requirements
Prevent communication gaps and operational delays
Support smooth transitions from sales conversations into the next stage of the customer journey
Must-Have Experience & Skills
1–2+ years of experience in:
Sales support
Sales operations
Administrative coordination
Operations support
Hands-on experience with at least one CRM platform such as:
Salesforce
HubSpot
Zoho CRM
Pipedrive
Strong scheduling and calendar management experience
Proficiency with Google Workspace and Microsoft Office
Strong written English communication skills
Excellent organizational and multitasking abilities
High attention to detail and accuracy
Strong follow-through and task ownership
Ability to manage multiple priorities simultaneously
Comfortable working independently in a remote environment
Availability during U.S. business hours
Nice to Have
Experience preparing proposals, quotes, presentations, or sales decks
Exposure to SDR / BDR workflows
Experience with lead and pipeline management
Experience supporting:
B2B SaaS
Recruiting
Agencies
Professional services
Strong Excel or Google Sheets skills
Experience with:
Pivot tables
Dashboards
Sales reporting
KPI tracking
Familiarity with revenue operations workflows
Tools & Tech
Salesforce | HubSpot | Zoho CRM | Pipedrive | Google Workspace | Microsoft Office | Excel | Google Sheets | Calendly | Google Calendar | Outlook | PowerPoint | Google Slides | Canva
What Makes You a Strong Fit
You’re highly organized and detail-oriented
You proactively follow up without needing constant reminders
You enjoy working inside CRMs and structured workflows
You notice missing information and inconsistencies quickly
You communicate clearly and professionally
You can coordinate multiple calendars, tasks, and priorities without dropping details
You take ownership of keeping opportunities moving
You thrive in fast-paced, execution-focused environments
What a Typical Day Looks Like
You may start your day reviewing CRM records and checking the pipeline for missing information, overdue follow-ups, or upcoming meetings.
From there, you might schedule a sales demo, prepare a proposal, send prospect follow-ups, update a sales dashboard, coordinate an internal handoff, or make sure a sales representative has everything needed for an upcoming call.
Throughout the day, you’ll keep CRM data accurate, follow-ups moving, and sales operations organized.
In short: you keep the sales engine organized, responsive, and operationally efficient so the sales team can focus on building relationships and closing business.
Key Metrics for Success
CRM accuracy and pipeline cleanliness
On-time scheduling and coordination
Consistent completion of sales follow-ups
Accurate proposals and client-facing documentation
Reliable and timely sales reporting
Reduced operational delays and missed handoffs
Strong responsiveness and follow-through
Positive feedback from sales representatives and leadership
Growth Path
Strong performance can create opportunities to grow into:
Sales Operations Specialist | Sales Coordinator | Revenue Operations | Account Management | Business Operations
Interview Process
Initial Phone Screen
Spark Hire Video Interview
Video Interview with Pavago Recruiter
Practical Task – CRM Cleanup + Proposal Draft Exercise
Client Interview
Offer & Background Verification
Apply Now
If you have experience in sales support, CRM management, scheduling, reporting, proposals, or sales operations and enjoy keeping teams organized and opportunities moving forward, we’d love to hear from you.
Apply now and help build a more organized, responsive, and efficient sales operation.
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Originally posted on Himalayas