💼 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 by managing:

CRM updates
scheduling and calendar coordination
follow-ups
proposal preparation
reporting
day-to-day sales operations

This is not a direct selling role.

Instead, you’ll play a critical role in helping the sales team:
✅ stay organized
✅ move deals forward
✅ maintain clean pipeline data
✅ coordinate communication efficiently
✅ improve operational execution

If you enjoy:
👉 organization
👉 sales operations
👉 coordination
👉 CRM management
👉 supporting high-performing teams

this role is a strong fit.

🔥 What You’ll Own

CRM Management & Sales Operations

Maintain accurate CRM records within:

Salesforce
HubSpot
Zoho CRM
Pipedrive

Update:

leads
contacts
opportunities
pipeline stages
activity notes

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

Scheduling & Sales Coordination

Schedule:

sales calls
demos
follow-ups
internal meetings

Coordinate across multiple time zones using:

Google Calendar
Outlook
Calendly

Manage scheduling logistics and confirmations
Ensure sales reps are prepared with:

meeting context
materials
agendas

Organize follow-ups and internal coordination activities

Proposal & Document Support

Prepare, format, and proofread:

proposals
quotes
sales presentations
client-facing documents

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

Google Slides
PowerPoint
Canva

Maintain organized document structures and version control

Reporting & Pipeline Tracking

Generate:

weekly sales reports
pipeline dashboards
KPI tracking updates

Track:

pipeline activity
conversion metrics
sales performance indicators

Ensure leadership has clear visibility into sales operations and reporting

Communication & Follow-Ups

Draft professional:

follow-up emails
meeting summaries
reminder communication
next-step updates

Support inbound lead coordination and routing
Maintain responsive and organized communication across teams and prospects

Cross-Team Coordination

Collaborate with:

sales
marketing
operations
finance
leadership teams

Track internal handoffs and task ownership
Help prevent operational delays and communication gaps
Ensure workflows continue moving smoothly across departments

💻 Requirements

Core Requirements

1–2 years of experience in:

sales support
administrative support
operations coordination
sales operations

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 skills
Highly organized with strong attention to detail

⭐ Nice to Have

Experience preparing:

proposals
presentations
sales decks

Exposure to:

SDR workflows
BDR teams
sales pipeline management

Experience in:

B2B SaaS
recruiting
marketing agencies
professional services

Basic reporting and Excel skills:

pivot tables
dashboards
tracking reports

🧠 What Makes You a Strong Fit

You are highly organized and detail-oriented
You proactively follow through on tasks
You enjoy supporting sales and operational workflows
You communicate clearly and professionally
You can manage multiple priorities without losing accuracy
You thrive in structured, fast-paced environments

📅 What a Typical Day Looks Like

Update CRM records and maintain pipeline accuracy
Schedule meetings and coordinate calendars
Prepare proposals and sales documents
Generate reports and sales updates
Send follow-up communication and reminders
Coordinate with internal teams to keep deals moving smoothly

In short:
You help keep the sales engine organized, efficient, and operationally aligned so sales teams can focus on closing deals.

Sales Assistant