💼 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
sales operations workflows

This is not a direct sales role.

Instead, your work directly supports:
✅ pipeline movement
✅ operational efficiency
✅ sales coordination
✅ reporting visibility
✅ deal progression

You’ll play a critical role in helping the sales team stay organized, responsive, and operationally efficient.

If you enjoy:
👉 organization
👉 coordination
👉 CRM management
👉 sales operations
👉 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 duplicate records and maintain CRM hygiene
Ensure reporting accuracy and pipeline visibility
Support clean and organized sales workflows

Scheduling & Sales Coordination

Schedule:

sales calls
demos
follow-ups
client meetings

Coordinate calendars across multiple time zones using:

Google Calendar
Outlook
Calendly

Ensure meeting logistics are handled accurately
Prepare sales reps with:

schedules
reminders
supporting materials

Organize internal coordination and follow-up activities

Proposal & Document Support

Prepare, format, and proofread:

proposals
quotes
presentations
sales documents

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

Google Slides
PowerPoint
Canva

Maintain organized documentation and version control

Reporting & Pipeline Tracking

Generate:

weekly reports
monthly dashboards
sales tracking updates

Track:

pipeline activity
conversion metrics
sales KPIs

Ensure leadership has visibility into sales performance and activity

Communication & Follow-Ups

Draft professional:

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

Support inbound lead routing and coordination
Maintain responsive communication with:

prospects
clients
internal teams

Cross-Team Coordination

Collaborate with:

marketing
finance
operations
sales leadership

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

💻 Requirements

Core Requirements

1–2 years of experience in:

sales support
administrative coordination
operations support
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 workflows
pipeline management

Experience in:

B2B SaaS
recruiting
agencies
professional services

Basic Excel and reporting skills:

pivot tables
dashboards
sales reporting

🧠 What Makes You a Strong Fit

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

📅 What a Typical Day Looks Like

Update CRM records and maintain pipeline accuracy
Coordinate calendars and schedule meetings
Prepare proposals and sales presentations
Generate reports and sales activity updates
Send follow-up communication and reminders
Coordinate across teams to keep workflows moving smoothly

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

Sales Assistant