Sales Assistant (CRM, Scheduling & Sales Operations) – Remote | U.S. Hours
- Role
- Sales
- Experience
- Mid
- Employment
- Full-time
Open to CO, MX only · UTC-10…UTC-4. Set where you work from to check your eligibility.
No BS summary
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, and cross-functional sales workflows.
Core skills
Required skills
Optional skills
Required languages
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Perform regular CRM clean-up Identify and correct duplicate, incomplete, or outdated records Ensure CRM data remains clean, accurate, and reporting-ready Help maintain clear visibility across the sales pipeline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 Office Calendly Google Calendar Outlook Canva Google Slides PowerPoint
What Makes You a Strong Fit
You’re highly organized and naturally detail-oriented You enjoy keeping systems, schedules, and pipelines clean You communicate clearly and professionally You’re proactive with follow-ups rather than waiting for reminders You can manage several priorities without losing accuracy You take ownership of administrative details from start to finish You enjoy helping sales teams operate more efficiently
What a Typical Day Looks Like
You might start your day by reviewing the CRM, updating pipeline records, and checking upcoming sales meetings.
Throughout the day, you’ll coordinate calls, prepare proposals, send prospect follow-ups, update dashboards, and help Account Executives stay on top of active opportunities.
You’ll also coordinate with Marketing, Finance, and Operations to keep lead handoffs, approvals, contracts, and onboarding workflows moving.
In short: you keep the sales engine organized behind the scenes so the sales team can spend more time selling and closing deals.
Key Metrics for Success
CRM accuracy and data cleanliness Timely completion of sales follow-ups Scheduling accuracy and efficiency Proposal and document turnaround time Pipeline reporting accuracy Zero missed meetings or critical follow-ups Sales team satisfaction with operational support Consistent execution across sales workflows
Why This Role Stands Out
Work directly with Account Executives and sales leadership Gain hands-on experience with modern CRM and sales systems Build skills across:
Sales Operations Pipeline Management Reporting CRM Administration Sales Coordination
Fully remote environment Clear growth opportunities into:
Sales Operations Revenue Operations Account Management Business Operations
Interview Process
Initial Application Review Spark Hire Intro Video Video Interview with Pavago Recruiter Practical Task – CRM / Scheduling / Sales Support Scenario Client Interview Offer & Onboarding
Apply Now
If you’re highly organized, comfortable working with CRM systems, and enjoy supporting sales teams with scheduling, reporting, documentation, and follow-through, we’d love to hear from you.
Apply today and help keep sales operations organized, accurate, and moving forward.
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What you'll do
- Maintain accurate records across CRM platforms such as Salesforce, HubSpot, Zoho CRM, and Pipedrive, ensuring data remains clean, accurate, and reporting-ready.
- Schedule sales calls, product demos, follow-up meetings, and internal sales discussions, coordinating calendars across multiple time zones using tools like Google Calendar, Outlook, and Calendly.
- Prepare, format, proofread, and organize sales proposals, quotes, presentations, and client-facing documents, assisting with RFP and RFI responses.
- Prepare weekly and monthly sales reports, tracking pipeline activity, conversion rates, deal progression, and sales KPIs.
- Draft professional follow-up emails, meeting reminders, meeting summaries, and internal updates, supporting inbound lead routing and response coordination.
What they require
- 1–2+ years of experience in Sales Support, Sales Administration, Administrative Support, Operations Coordination, or Executive Assistance.
- Hands-on experience with CRM platforms such as Salesforce, HubSpot, Zoho CRM, or Pipedrive.
- Strong proficiency with Google Workspace and Microsoft Office.
- Experience with calendar and scheduling coordination.
- Strong written English communication skills.
Benefits
- Work directly with Account Executives and sales leadership
- Gain hands-on experience with modern CRM and sales systems
- Build skills across Sales Operations, Pipeline Management, Reporting, CRM Administration, and Sales Coordination
- Fully remote environment
- Clear growth opportunities into Sales Operations, Revenue Operations, Account Management, and Business Operations
Pavago is hiring for one of its clients seeking an Accounting & Finance Coordinator to support finance and operations teams.