🚀 Sales Assistant (CRM, Scheduling & Sales Operations Support) – Remote

Full-Time | Remote | U.S. Business Hours

💼 About the Role

We’re hiring a highly organized and execution-focused Sales Assistant to support a fast-moving sales team with CRM management, scheduling, proposal coordination, reporting, and sales operations support.

This is not a sales-closing role.

You’ll be responsible for keeping the sales pipeline organized, ensuring follow-ups happen on time, maintaining CRM accuracy, and helping sales reps operate efficiently.

If you thrive in:
👉 structure, coordination, communication, and operational support
this role is a strong fit.

🔥 What You’ll Own

1. CRM Management & Sales Operations (Core Focus)

Maintain accurate CRM records in:

Salesforce
HubSpot
Zoho CRM
Pipedrive

Update:

Leads
Contacts
Opportunities
Pipeline stages

Remove duplicates and maintain CRM hygiene
Ensure clean reporting and pipeline visibility
Support overall sales operations and workflow organization

2. Scheduling & Calendar Coordination

Schedule:

Sales calls
Demos
Follow-ups
Internal meetings

Coordinate calendars across multiple time zones
Manage scheduling using:

Google Calendar
Outlook
Calendly

Ensure sales reps are fully prepared before meetings
Handle reschedules, reminders, and meeting logistics

3. Proposal & Sales Document Support

Prepare and format:

Proposals
Quotes
Presentations
Sales documents

Support RFP/RFI responses using existing templates
Create polished sales materials using:

Google Slides
PowerPoint
Canva

Proofread documents for accuracy and professionalism

4. Reporting & Pipeline Tracking

Generate weekly and monthly sales reports
Track:

Pipeline activity
Conversion metrics
Sales KPIs

Maintain reporting accuracy for leadership visibility
Support dashboard updates and operational reporting

5. Communication & Follow-Ups

Draft professional:

Follow-up emails
Meeting summaries
Reminder communications

Support inbound lead routing and coordination
Ensure no opportunities or follow-ups are missed

6. Cross-Functional Coordination

Collaborate with:

Sales
Marketing
Finance
Operations

Track internal handoffs and deal progress
Help eliminate communication gaps and delays

💻 Requirements

Must-Have

1–2 years experience in:

Sales support
Administrative support
Operations coordination
Executive assistance

Hands-on experience with at least one CRM platform:

Salesforce
HubSpot
Zoho CRM
Pipedrive

Strong scheduling and calendar management skills
Proficiency with:

Google Workspace
Microsoft Office

Strong written English communication
Highly organized with strong attention to detail

⭐ Nice to Have

Experience preparing:

Proposals
Sales decks
Presentations

Exposure to:

SDR/BDR workflows
Sales operations environments

Experience in:

SaaS
Recruiting
Marketing agencies
Professional services

Basic Excel / reporting skills:

Pivot tables
Dashboards
Pipeline tracking

🧠 What Makes You a Strong Fit

You are highly organized and proactive
You enjoy keeping systems clean and structured
You communicate clearly and professionally
You follow through consistently
You can manage multiple priorities without losing accuracy
You help teams stay efficient and operationally aligned

📅 What a Typical Day Looks Like

Update CRM records and maintain pipeline accuracy
Schedule calls and coordinate calendars
Prepare proposals and presentations
Generate reports and sales updates
Send follow-ups and meeting reminders
Coordinate communication between teams
Support sales reps with operational tasks

In short:
You help keep the sales engine organized, efficient, and moving without friction.

Sales Assistant