Sales Assistant – CRM, Sales Support & Pipeline Coordination
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring a Sales Assistant to support day-to-day sales operations, CRM management, scheduling, pipeline coordination, reporting, proposals, and client communication.
This is a hands-on sales support role designed to keep the sales process organized and moving forward so Account Executives and sales leaders can focus on selling, closing deals, and building client relationships .
You’ll maintain CRM accuracy, coordinate meetings and follow-ups, prepare sales materials, track pipeline activity, and ensure no lead, task, or opportunity falls through the cracks.
What You’ll Own
CRM Management & Pipeline Support
Maintain accurate records for leads, contacts, deals, and opportunities
Update pipeline stages, activity notes, next steps, and follow-up tasks
Work within CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive
Identify and clean duplicate, incomplete, or outdated CRM records
Maintain strong CRM hygiene and pipeline visibility
Ensure sales activities and next steps are properly documented
Flag stalled opportunities and overdue follow-ups
Scheduling & Sales Coordination
Schedule discovery calls, sales meetings, product demos, and follow-ups
Coordinate calendars across multiple time zones
Manage scheduling through Google Calendar, Outlook, Calendly, or similar tools
Handle confirmations, reminders, reschedules, and calendar changes
Ensure sales representatives have the necessary context and materials before meetings
Keep follow-ups and next steps moving on schedule
Proposals & Sales Documentation
Draft, format, proofread, and organize:
Proposals
Quotes
Presentations
Sales collateral
Client-facing documents
Support RFP and RFI preparation when required
Create polished materials using Google Slides, PowerPoint, Canva, or similar tools
Maintain organized records of contracts and sales documentation
Ensure client-facing materials are accurate and professional
Sales Reporting & Pipeline Tracking
Prepare weekly and monthly sales reports
Maintain pipeline summaries and leadership dashboards
Track:
Pipeline movement
Sales activity
Conversion rates
Follow-up completion
Assist with sales forecasting and operational reporting
Keep reporting data accurate, organized, and accessible
Provide leadership with clear visibility into pipeline activity
Client Communication & Follow-Up
Draft professional follow-up emails, meeting recaps, reminders, and client communications
Support inbound lead routing and prospect coordination
Track outstanding follow-ups and ensure timely completion
Coordinate communication between prospects, sales representatives, and internal teams
Maintain a professional customer experience throughout the sales process
Cross-Functional Coordination
Collaborate with Sales, Marketing, Finance, and Operations
Coordinate contracts, approvals, documentation, and internal handoffs
Support smooth transitions from prospect to customer onboarding
Track outstanding internal requirements and task ownership
Identify and help resolve administrative bottlenecks affecting deal progression
Requirements
1–2+ years of experience in sales support, sales coordination, administrative support, or operations
Hands-on experience with CRM platforms such as:
HubSpot
Salesforce
Zoho
Pipedrive
Strong proficiency with Google Workspace or Microsoft Office
Experience coordinating meetings, calendars, and sales follow-ups
Excellent written English communication skills
Strong attention to detail and organizational ability
Ability to manage multiple tasks, deadlines, and priorities
Strong follow-through and accountability
Comfortable working independently in a remote environment
Availability during U.S. business hours
Nice to Have
Experience supporting B2B sales teams or Account Executives
Experience preparing proposals, quotes, or sales presentations
Familiarity with SDR/BDR and…