Sales Assistant

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 At Pavago, one of our clients is hiring a Sales Assistant to support a fast-paced sales team by keeping operations organized, accurate, and moving forward. This is an execution-focused role-not a sales position. You ll play a critical role in supporting the sales process through CRM management, scheduling, proposal preparation, reporting, and cross-functional coordination. Your work will help sales representatives stay focused on building relationships and closing deals while ensuring nothing falls through the cracks. If you re highly organized, detail-oriented, and enjoy supporting high-performing teams behind the scenes, this role is built for you. What You ll Own CRM Management (Core Focus) • Maintain clean and accurate CRM data across platforms such as: • Salesforce • HubSpot • Zoho CRM • Pipedrive • Update leads, contacts, opportunities, and account records daily. • Remove duplicate records and correct incomplete or inaccurate information. • Ensure pipeline data remains current and reliable for reporting and forecasting. Scheduling & Sales Coordination • Schedule discovery calls, demos, meetings, and follow-ups across multiple time zones. • Coordinate calendars using: • Google Calendar • Microsoft Outlook • Calendly • Ensure sales representatives are fully prepared before every meeting. • Coordinate internal meetings, reminders, and follow-up activities. Proposal & Sales Documentation • Prepare, format, and proofread: • Sales proposals • Quotes • Presentations • Support RFP and RFI responses using existing templates. • Create polished client-facing materials using: • Google Slides • Microsoft PowerPoint • Canva Reporting & Sales Operations • Generate weekly and monthly reports covering: • Pipeline activity • Sales performance • Conversion metrics • Key sales KPIs • Maintain dashboards that provide leadership with accurate sales visibility. • Ensure reporting is delivered accurately and on schedule. Communication & Follow-Up • Draft professional follow-up emails after meetings. • Send reminders, thank-you emails, and next-step communications. • Assist with inbound lead routing and initial customer responses. • Help maintain timely communication throughout the sales process. Cross-Functional Coordination • Collaborate with: • Marketing • Finance • Operations • Track internal handoffs to ensure deals continue moving forward. • Coordinate documentation, approvals, and operational requests across departments. What Success Looks Like • CRM records remain clean, accurate, and organized. • Meetings are scheduled efficiently without conflicts. • Sales representatives are fully prepared for client conversations. • Reports are accurate and delivered on time. • Proposals, follow-ups, and internal coordination happen without delays. What Makes You a Strong Fit • Highly organized with exceptional attention to detail. • Strong written communicator with professional email etiquette. • Proactive and solution-oriented. • Comfortable managing multiple priorities simultaneously. • Enjoy supporting teams and improving operational efficiency. Required Experience & Skills Experience • 1-2 years of experience in: • Sales Support • Administrative Support • Operations Coordination • Sales Administration Core Skills • Hands-on experience with at least one CRM platform. • Strong scheduling and calendar management experience. • Proficiency with: • Google Workspace or Microsoft Office • Excellent written English communication skills. • Strong organizational and time management abilities. Nice-to-Have • Experience preparing proposals or sales presentations. • Familiarity with SDR or BDR sales workflows. • Experience supporting: • B2B SaaS companies • Marketing agencies • Professional services firms • Basic reporting skills using Excel, dashboards, or pivot tables. What a Typical Day Looks Like • Update CRM records and maintain pipeline accuracy. • Schedule meetings and coordinate executive calendars. • Prepare proposals, presentations, and sales documents. • Generate reports for sales leadership. • Send follow-up emails and manage communication workflows. • Coordinate with internal teams to keep opportunities progressing. In short: You ll keep the sales organization running efficiently by ensuring systems stay organized, communication remains timely, and sales teams have everything they need to succeed. Key Metrics for Success (KPIs) • CRM accuracy and data hygiene. • On-time meeting scheduling and coordination. • Error-free proposals and sales documentation. • Reporting accuracy and timeliness. • Sales team satisfaction with operational support. Why Join Us? • Play a critical role supporting revenue-generating teams. • High visibility with sal...