Sales Assistant

Sales Assistant (CRM, Scheduling & Sales Operations Support)

Job Type: Full-Time, Remote

Working Hours: U.S. Business Hours

About the Role

We’re hiring a highly organized and detail-oriented Sales Assistant to support sales operations, CRM management, scheduling, reporting, and proposal coordination.

In this role, you’ll help keep the sales team organized, efficient, and focused on closing opportunities by managing administrative and operational tasks that support the sales process.

This is an excellent opportunity for someone who enjoys structure, communication, and supporting high-performing teams in a fast-paced environment.

Key ResponsibilitiesCRM Management

Maintain accurate and up-to-date records within CRM platforms such as Salesforce, HubSpot, Zoho CRM, or Pipedrive.

Update leads, contacts, opportunities, and pipeline stages.

Monitor data quality and perform regular CRM clean-up.

Identify and resolve duplicate, incomplete, or outdated records.

Ensure CRM data remains accurate and reporting-ready.

Scheduling & Sales Coordination

Schedule sales calls, demos, follow-up meetings, and internal discussions.

Coordinate calendars across multiple time zones.

Manage scheduling through tools such as Google Calendar, Outlook, and Calendly.

Ensure sales representatives have meeting agendas, materials, and relevant context.

Handle scheduling conflicts, reschedules, and meeting reminders.

Proposal & Document Support

Prepare, format, proofread, and organize:

Sales proposals

Quotes

Presentations

Client-facing documents

Assist with RFP and RFI responses using approved templates.

Create and update materials using:

Google Slides

PowerPoint

Canva

Reporting & Sales Metrics

Generate weekly and monthly sales reports.

Track pipeline activity, conversion rates, and key sales KPIs.

Maintain dashboards and reporting visibility for leadership.

Ensure reporting accuracy and consistency across systems.

Communication & Follow-Up

Draft and send professional follow-up emails, reminders, and meeting summaries.

Support inbound lead routing and response coordination.

Ensure timely communication with prospects and internal stakeholders.

Help maintain momentum throughout the sales process.

Cross-Functional Coordination

Collaborate with sales, marketing, finance, and operations teams.

Coordinate lead handoffs and internal approvals.

Support contract processing and customer onboarding workflows.

Help eliminate communication gaps and operational delays.

RequirementsRequired Qualifications

1–2 years of experience in:

Sales Support

Administrative Support

Operations Coordination

Executive Assistance

Experience working with CRM platforms such as Salesforce, HubSpot, Zoho CRM, or Pipedrive.

Proficiency with Google Workspace or Microsoft Office.

Strong written English communication skills.

Excellent organizational skills and attention to detail.

Ability to manage multiple priorities and deadlines.

Comfortable working remotely during U.S. business hours.

Nice to Have

Experience preparing:

Sales proposals

Presentations

Sales collateral

Familiarity with SDR or BDR workflows.

Experience supporting B2B SaaS, professional services, recruiting, or marketing organizations.

Basic reporting and analytics experience, including:

Excel Pivot Tables

Google Sheets Reporting

Dashboard Management

Tools & Technology

Salesforce

HubSpot

Zoho CRM

Pipedrive

Google Workspace

Microsoft Office

Calendly

Google Calendar

Outlook

Canva

Google Slides

PowerPoint

What Makes You a Great Fit?

Highly organized and detail-oriented.

Strong communicator with professional written communication skills.

Proactive and dependable with excellent follow-through.

Comfortable managing multiple priorities simultaneously.

Enjoy supporting sales teams and improving operational efficiency.

Thrive in structured, fast-paced environments.

What Success Looks Like

Accurate and well-maintained CRM data.

Meetings scheduled and coordinated without delays or errors.

Professional, accurate, and timely sales documentation.

Reliable reporting and sales pipeline visibility.

Positive feedback from sales leadership and stakeholders.

Consistent support that helps sales teams operate efficiently.

Why Join Us?

Fully remote work environment.

Work closely with Account Executives and sales leadership.

Gain exposure to modern CRM platforms and sales operations processes.

Opportunity to develop skills in reporting, pipeline management, and business operations.

Clear growth opportunities into:

Sales Operations

Revenue Operations

Account Management

Business Operations

If you’re a highly organized professional who enjoys supporting sales teams, managing CRM systems, and keeping operations running smoothly, we’d love to hear from you.