Sales Assistant (CRM, Scheduling & Sales Operations) – Remote | U.S. Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring a highly organized Sales Assistant to support day-to-day sales operations, CRM management, scheduling, reporting, and proposal coordination.
This is an execution-focused role designed to keep the sales team organized and focused on selling.
You’ll support the sales process by managing:
CRM and pipeline data
Sales scheduling and coordination
Proposals and sales documents
Reporting and dashboards
Prospect follow-ups
Cross-functional sales workflows
If you’re detail-oriented, proactive, and enjoy keeping sales processes organized and moving forward, this role is a strong fit.
What You’ll Own
CRM & Pipeline Management
Maintain accurate records across CRM platforms such as:
Salesforce
HubSpot
Zoho CRM
Pipedrive
Update:
Leads
Contacts
Opportunities
Deal stages
Notes and activities
Perform regular CRM clean-up
Identify and correct duplicate, incomplete, or outdated records
Ensure CRM data remains clean, accurate, and reporting-ready
Help maintain clear visibility across the sales pipeline
Scheduling & Sales Coordination
Schedule:
Sales calls
Product demos
Follow-up meetings
Internal sales discussions
Coordinate calendars across multiple time zones
Use tools such as:
Google Calendar
Outlook
Calendly
Manage reschedules, conflicts, and meeting reminders
Prepare agendas, materials, and relevant account context before meetings
Ensure sales representatives are prepared and informed
Proposals & Sales Documentation
Prepare, format, proofread, and organize:
Sales proposals
Quotes
Presentations
Client-facing documents
Assist with RFP and RFI responses using approved templates
Create and update sales materials using:
Google Slides
PowerPoint
Canva
Ensure documents are accurate, professional, and delivered on time
Sales Reporting & Metrics
Prepare weekly and monthly sales reports
Track:
Pipeline activity
Conversion rates
Deal progression
Sales KPIs
Maintain dashboards and reporting systems
Ensure reporting remains accurate and consistent across systems
Provide sales leadership with clear pipeline visibility
Communication & Follow-Up
Draft professional:
Follow-up emails
Meeting reminders
Meeting summaries
Internal updates
Support inbound lead routing and response coordination
Track follow-ups to ensure opportunities don’t fall through the cracks
Maintain timely communication with prospects and internal stakeholders
Help sales representatives maintain momentum throughout the sales cycle
Cross-Functional Sales Support
Collaborate with:
Sales
Marketing
Finance
Operations
Coordinate lead handoffs and internal approvals
Support contract processing
Assist with customer onboarding handoffs after deals close
Help eliminate communication gaps and operational delays
Required Experience & Skills
1–2+ years of experience in:
Sales Support
Sales Administration
Administrative Support
Operations Coordination
Executive Assistance
Hands-on experience with CRM platforms such as:
Salesforce
HubSpot
Zoho CRM
Pipedrive
Strong proficiency with:
Google Workspace
Microsoft Office
Experience with calendar and scheduling coordination
Strong written English communication skills
Excellent attention to detail
Strong organizational and time-management skills
Ability to manage multiple priorities and deadlines
Comfortable working independently during U.S. business hours
Nice to Have
Experience supporting Account Executives, SDRs, BDRs, or sales leadership
Experience preparing:
Sales proposals
Presentations
Quotes
Sales collateral
Familiarity with B2B sales workflows
Experience in:
SaaS
Professional services
Recruiting
Marketing
Basic reporting and analytics experience
Familiarity with:
Excel Pivot Tables
Google Sheets reporting
Sales dashboards
Exposure to contract processing or customer onboarding
Tools You May Use
Salesforce
HubSpot
Zoho CRM
Pipedrive
Google Workspace
Microsoft…