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. Instead, you’ll work behind the scenes to ensure the sales team stays organized, prospects receive timely communication, CRM data remains accurate, and opportunities continue moving through the pipeline.
You’ll directly support:
- Pipeline movement
- Sales coordination
- CRM accuracy
- Reporting visibility
- Deal progression
- Operational efficiency
If you enjoy keeping systems organized, coordinating multiple priorities, and helping sales teams operate efficiently, this role is a strong fit.
What You’ll Own
CRM Management & Pipeline Support
- Maintain accurate records in CRM platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update:
- Leads
- Contacts
- Opportunities
- Pipeline stages
- Activity notes
- Identify and clean duplicate, incomplete, or outdated records.
- Maintain strong CRM hygiene and data accuracy.
- Ensure sales activity and pipeline status remain visible to the team and leadership.
Scheduling & Sales Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-ups
- Client meetings
- Coordinate calendars across multiple time zones.
- Work with tools such as:
- Google Calendar
- Outlook
- Calendly
- Manage confirmations, reminders, and scheduling changes.
- Ensure sales representatives have the right information and materials before meetings.
- Help 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 sales materials using:
- Google Slides
- PowerPoint
- Canva
- Maintain organized documentation and version control.
- Ensure client-facing materials are accurate and professional.
Reporting & Pipeline Tracking
- Prepare:
- Weekly sales reports
- Monthly dashboards
- Pipeline updates
- Activity summaries
- Track:
- Pipeline activity
- Conversion metrics
- Sales KPIs
- Follow-up activity
- Maintain accurate reporting trackers.
- Give sales leadership clear visibility into performance and pipeline movement.
Communication & Follow-Ups
- Draft professional:
- Follow-up emails
- Meeting summaries
- Reminders
- Next-step communications
- Support inbound lead routing and prospect coordination.
- Follow up on outstanding actions to prevent opportunities from stalling.
- Maintain timely and professional communication with prospects, clients, and internal teams.
Cross-Functional Coordination
- Collaborate with:
- Sales
- Marketing
- Finance
- Operations
- Leadership
- Coordinate internal handoffs and approvals.
- Track task ownership and outstanding requirements.
- Help prevent communication gaps or operational delays.
- Support a smooth transition from sales conversations through the next stage of the customer journey.
What Makes You a Strong Fit
You:
- Are highly organized and detail-oriented.
- Proactively follow up without needing constant reminders.
- Enjoy working with CRM systems and structured workflows.
- Communicate clearly and professionally.
- Can manage multiple schedules, tasks, and priorities simultaneously.
- Notice missing information and inconsistencies quickly.
- Take ownership of keeping sales operations moving.
- Thrive in fast-paced, execution-focused environments.
Required 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 skills.
- Proficiency with:
- Google Workspace
- Microsoft Office
- Strong written English communication skills.
- Excellent organizational and multitasking abilities.
- High attention to detail and accuracy.
- Ability to work independently in a remote environment.
Nice to Have
- Experience preparing:
- Proposals
- Presentations
- Sales decks
- Quotes
- Exposure to:
- SDR / BDR workflows
- Lead management
- Pipeline management
- Experience supporting:
- B2B SaaS
- Recruiting
- Agencies
- Professional services
- Excel / Google Sheets experience with:
- Pivot tables
- Dashboards
- Sales reporting
- KPI tracking
What a Typical Day Looks Like
Your day may include:
- Reviewing and updating CRM records.
- Checking pipeline stages for missing information.
- Scheduling sales calls and demos.
- Preparing proposals and presentations.
- Sending prospect follow-ups and meeting reminders.
- Updating sales reports and dashboards.
- Coordinating internal handoffs.
- Following up on outstanding tasks.
- Helping sales representatives stay prepared and 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.
Why This Role Stands Out
- Direct impact on sales efficiency and revenue operations.
- Exposure to modern CRM systems and sales processes.
- High ownership over sales coordination and operational execution.
- Collaborative, fast-moving remote environment.
- Opportunity to develop expertise across sales and business operations.
- Career growth into:
- Sales Operations Specialist
- Sales Coordinator
- Revenue Operations
- Account Management
- Business Operations
Interview Process
- Initial Phone Screen
- 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, or sales operations and enjoy keeping teams organized and opportunities moving forward, we’d love to hear from you.
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