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

We’re hiring a Sales Assistant to support a fast-moving sales team by keeping everything organized, accurate, and moving forward.

This is an execution-heavy, detail-driven role — you’re not selling, but you’re critical to making sales happen.

You’ll manage CRM data, coordinate meetings, prepare proposals, and ensure sales reps have everything they need to close deals.

If you’re organized, proactive, and thrive behind the scenes — this role is for you.

What You’ll Own

CRM Management (Core Focus)

• Maintain clean, accurate CRM data across:

• Salesforce

• HubSpot

• Zoho CRM

• Pipedrive

• Update leads, contacts, and opportunities daily

• Remove duplicates, fix missing fields, and maintain data hygiene

• Ensure pipeline visibility is always accurate

Scheduling & Sales Coordination

• Schedule calls, demos, and follow-ups across time zones

• Use tools like:

• Google Calendar

• Outlook

• Calendly

• Ensure sales reps are fully prepared before every meeting

• Coordinate internal prep sessions and follow-ups

Proposal & Document Support

• Draft, format, and proofread:

• Sales proposals

• Quotes

• Presentations

• Support RFP/RFI responses using templates

• Create polished materials using:

• Google Slides

• Microsoft PowerPoint

• Canva

Reporting & Sales Metrics

• Generate weekly/monthly reports:

• Pipeline activity

• Conversion rates

• Sales KPIs

• Maintain dashboards for leadership visibility

• Ensure reporting is accurate and on time

Communication & Follow-Ups

• Draft follow-up emails after meetings

• Send reminders, thank-you notes, and next steps

• Support inbound lead routing and initial responses

Cross-Team Coordination

• Work with:

• Marketing (lead flow & campaigns)

• Finance (contracts & approvals)

• Operations (order processing)

• Track handoffs to ensure nothing falls through the cracks

What Success Looks Like

• CRM is always clean, structured, and reliable

• Meetings are scheduled without friction or conflicts

• Sales reps are fully prepared before every call

• Reports are accurate and delivered on time

• No delays in proposals, follow-ups, or communication

What Makes You a Strong Fit

• Extremely organized and detail-oriented

• Strong written communicator (you’ll draft emails daily)

• Proactive — you fix issues before being asked

• Comfortable managing multiple priorities

• Enjoy supporting others and enabling success

Requirements (Must-Have)

Experience

• 1–2 years in:

• Sales support

• Administrative roles

• Operations or coordination roles

Core Skills

• Hands-on experience with at least one CRM

• Strong scheduling and calendar management

• Proficiency in:

• Google Workspace or Microsoft Office

• Clear, professional written English

Nice to Have

• Experience creating proposals or sales decks

• Exposure to SDR/BDR workflows

• Experience in:

• B2B SaaS

• Marketing agencies

• Professional services

• Basic reporting skills (Excel, dashboards, pivot tables)

What a Typical Day Looks Like

• Update CRM data and clean pipeline records

• Schedule meetings and coordinate calendars

• Prepare proposals, decks, and documents

• Generate reports for sales leadership

• Send follow-ups and manage communication

• Coordinate across teams to keep deals moving

In short

You keep the sales engine organized, efficient, and moving forward .

Key Metrics (KPIs)

• CRM accuracy (no duplicates, complete records)

• On-time scheduling and meeting coordination

• Error-free proposals and documents

• Reporting accuracy and consistency

• Feedback from sales team on support quality

Why This Role Stands Out

• Clear ownership without sales pressure

• High visibility impact on revenue teams

• Opportunity to grow into:

• Sales Ops

• Account Management

• Revenue Operations

Interview Process

• Initial Phone Screen

• Video Interview with the company Recruiter

• Practical Task (CRM cleanup + proposal draft)

• Client Interview

• Offer & Background Verification

Apply Now

If you’re someone who thrives on organization, execution, and making teams more effective , this role gives you a clear path into sales operations and revenue support .

Apply now and become the backbone of a high-performing sales team.