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.

Sales Assistant