Sales Assistant

Sales Assistant – CRM, Scheduling & Sales Operations | 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 execution-focused Sales Assistant to support a fast-moving sales team across CRM management, scheduling, proposals, reporting, and day-to-day sales operations.

This is not a sales-closing role. Your responsibility is to keep the sales team organized, prepared, and focused on revenue-generating activities.

You’ll help ensure CRM records stay accurate, sales calls and follow-ups happen on time, proposals are polished, pipeline reporting remains reliable, and no lead, task, or opportunity falls through the cracks.

If you enjoy structure, coordination, and helping high-performing sales teams operate efficiently, this role is a strong fit.

What You’ll Own

CRM Management & Sales Operations

• Maintain accurate records in CRM platforms such as:

• Salesforce

• HubSpot

• Zoho CRM

• Pipedrive

• Update leads, contacts, opportunities, and pipeline stages

• Keep notes, activities, follow-ups, and next steps current

• Identify and remove duplicate, incomplete, or outdated records

• Maintain strong CRM hygiene and reliable pipeline visibility

• Track outstanding sales activities and deadlines

• Support day-to-day sales workflows and operational organization

• Ensure sales representatives have accurate information when they need it

Scheduling & Calendar Coordination

• Schedule:

• Sales calls

• Product demos

• Follow-up meetings

• Internal meetings

• Coordinate calendars across multiple time zones

• Manage scheduling through Google Calendar, Outlook, and Calendly

• Handle reschedules, reminders, and meeting logistics

• Monitor upcoming meetings and identify potential scheduling conflicts

• Ensure sales representatives have the right context and materials before meetings

• Keep follow-up meetings and next steps moving on time

Proposals & Sales Documents

• Prepare, format, and proofread:

• Sales proposals

• Quotes

• Presentations

• Client-facing documents

• Support RFP and RFI responses using approved templates

• Create polished materials using Google Slides, PowerPoint, and Canva

• Review documents for accuracy, formatting, and completeness

• Ensure sales materials are professional and delivered on time

• Maintain organized versions of proposals and supporting documents

Reporting & Pipeline Tracking

• Prepare weekly and monthly sales reports

• Track:

• Pipeline activity

• Conversion metrics

• Sales KPIs

• Deal progression

• Maintain dashboards and reporting trackers

• Keep pipeline information current and reliable

• Identify missing or outdated information before reporting

• Ensure leadership has accurate visibility into sales activity and pipeline performance

Communication & Follow-Up

• Draft professional follow-up emails, reminders, and meeting summaries
• Support inbound lead routing and response coordination
• Track outstanding actions and follow-ups
• Ensure prospects receive timely communication
• Help maintain momentum throughout the sales process
• Flag overdue tasks or stalled opportunities for appropriate follow-up

Cross-Functional Coordination

• Collaborate with Sales, Marketing, Finance, and Operations
• Coordinate internal handoffs and approvals
• Track deal-related tasks and documentation
• Help prevent communication gaps and operational delays
• Support smooth transitions from sales into onboarding or delivery
• Maintain visibility into outstanding dependencies across teams

Requirements

• 1–2+ years of experience in:

• Sales Support

• Administrative Support

• Operations Coordination

• Executive Assistance

• Hands-on experience with at least one CRM, such as:

• Salesforce

• HubSpot

• Zoho CRM

• Pipedrive

• Strong scheduling and calendar management experience

• Proficiency with Google Workspace and/or Microsoft Office

• Strong written English communication skills

• Excellent organizational and multitasking abilities

• High attention to detail and consistent follow-through

• Ability to manage multiple priorities simultaneously

• Comfortable working independently in a remote environment

• Availability during U.S. business hours

• Nice to Have

• Experience preparing sales proposals, decks, or presentations

• Exposure to SDR or BDR workflows

• Previous experience supporting Account Executives or sales leadership

• Experience in:

• SaaS

• Recruiting

• Marketing agencies

• Professional services

• Basic Excel or Google Sheets reporting skills

• Familiarity with:

• Pivot Tables

• Dashboards

• Pipeline reporting

• Tools & Technology

• Salesforce | HubSpot | Zoho CRM | Pipedrive | Google Workspace | Microsoft Office | Google Calendar | Outlook | Calendly | Google Sheets | Excel | Google Slides | PowerPoint | Canva

• What Makes You a Strong Fit

You’ll likely thrive in this role if you:

• Are highly organized and proactive

• Enjoy keeping CRMs, calendars, and workflows clean

• Communicate clearly and professionally

• Follow through without needing repeated reminders

• Can manage multiple priorities without sacrificing accuracy

• Notice missing information or overdue tasks before they become problems

• Enjoy supporting sales teams and making their workflows more efficient

• Take ownership of administrative details from start to finish

• Understand that strong sales operations directly support revenue performance

• What a Typical Day Looks Like

• You might start your day by reviewing the CRM, updating pipeline records, checking upcoming sales meetings, and identifying outstanding follow-ups.

• Throughout the day, you’ll coordinate calendars, prepare proposals and presentations, send follow-up communications, update reports, and help sales representatives stay organized.

• You’ll also coordinate with other departments to ensure deal-related tasks, approvals, and handoffs move forward without unnecessary delays.

• In short: you keep the sales engine organized, accurate, and moving so the sales team can focus on selling.

• Key Metrics for Success

• CRM accuracy and pipeline cleanliness

• Follow-ups completed on time

• Accurate and efficient scheduling

• Proposal and sales-document quality

• Reporting accuracy and consistency

• Reduction in missed tasks or communication gaps

• Timely sales-to-onboarding handoffs

• Positive feedback from sales leadership

• Reliable operational support throughout the sales process

• Why This Role Stands Out

• High-impact support role directly connected to revenue operations

• Hands-on exposure to modern CRM and sales systems

• Clear ownership of important sales workflows

• Fully remote working environment

• Opportunity to develop skills across CRM management, reporting, pipeline operations, and sales enablement

• Career growth opportunities into:

• Sales Operations

• Revenue Operations

• Account Management

• Executive Operations

• Interview Process

• Initial Application

• Spark Hire One-Way Video Interview

• Video Interview with Pavago Recruiter

• Practical Task – CRM Cleanup & Proposal Formatting

• Client Interview

• Offer & Background Verification

• Spark Hire Video Interview – Required

• As part of the application process, all candidates are required to complete a one-way video interview through Spark Hire.

• After completing the first step of your application, you’ll receive a Spark Hire invitation by email with instructions to record and submit your video responses.

• Completion of the Spark Hire video is required to be considered for the next stage. Please check your inbox as well as your spam or junk folder for the invitation.

• Apply Now

• If you’re highly organized, comfortable with CRM systems, scheduling, reporting, and sales coordination, and enjoy helping sales teams operate efficiently, we’d love to hear from you.

• Apply today and help keep the sales pipeline organized, communication moving, and the sales team focused on closing opportunities.

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