Sales Assistant – CRM, Scheduling & Sales Operations | Remote
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 and execution-focused Sales Assistant to support a fast-moving sales team across CRM management, scheduling, proposals, reporting, and day-to-day sales operations.
This is not a sales-closing role. Your responsibility is to keep the sales team organized, prepared, and focused on revenue-generating activities.
You’ll help ensure CRM records stay accurate, sales calls and follow-ups happen on time, proposals are polished, pipeline reporting remains reliable, and no lead, task, or opportunity falls through the cracks.
If you enjoy structure, coordination, and helping high-performing sales teams operate efficiently, this role is a strong fit.
What You’ll Own
CRM Management & Sales Operations
- Maintain accurate records in CRM platforms such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, opportunities, and pipeline stages
- Keep notes, activities, follow-ups, and next steps current
- Identify and remove duplicate, incomplete, or outdated records
- Maintain strong CRM hygiene and reliable pipeline visibility
- Track outstanding sales activities and deadlines
- Support day-to-day sales workflows and operational organization
- Ensure sales representatives have accurate information when they need it
Scheduling & Calendar Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-up meetings
- Internal meetings
- Coordinate calendars across multiple time zones
- Manage scheduling through Google Calendar, Outlook, and Calendly
- Handle reschedules, reminders, and meeting logistics
- Monitor upcoming meetings and identify potential scheduling conflicts
- Ensure sales representatives have the right context and materials before meetings
- Keep follow-up meetings and next steps moving on time
Proposals & Sales Documents
- Prepare, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Client-facing documents
- Support RFP and RFI responses using approved templates
- Create polished materials using Google Slides, PowerPoint, and Canva
- Review documents for accuracy, formatting, and completeness
- Ensure sales materials are professional and delivered on time
- Maintain organized versions of proposals and supporting documents
Reporting & Pipeline Tracking
- Prepare weekly and monthly sales reports
- Track:
- Pipeline activity
- Conversion metrics
- Sales KPIs
- Deal progression
- Maintain dashboards and reporting trackers
- Keep pipeline information current and reliable
- Identify missing or outdated information before reporting
- Ensure leadership has accurate visibility into sales activity and pipeline performance
Communication & Follow-Up
- Draft professional follow-up emails, reminders, and meeting summaries
- Support inbound lead routing and response coordination
- Track outstanding actions and follow-ups
- Ensure prospects receive timely communication
- Help maintain momentum throughout the sales process
- Flag overdue tasks or stalled opportunities for appropriate follow-up
Cross-Functional Coordination
- Collaborate with Sales, Marketing, Finance, and Operations
- Coordinate internal handoffs and approvals
- Track deal-related tasks and documentation
- Help prevent communication gaps and operational delays
- Support smooth transitions from sales into onboarding or delivery
- Maintain visibility into outstanding dependencies across teams
Requirements
- 1–2+ years of experience in:
- Sales Support
- Administrative Support
- Operations Coordination
- Executive Assistance
- Hands-on experience with at least one CRM, such as:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Strong scheduling and calendar management experience
- Proficiency with Google Workspace and/or Microsoft Office
- Strong written English communication skills
- Excellent organizational and multitasking abilities
- High attention to detail and consistent follow-through
- Ability to manage multiple priorities simultaneously
- Comfortable working independently in a remote environment
- Availability during U.S. business hours
Nice to Have
- Experience preparing sales proposals, decks, or presentations
- Exposure to SDR or BDR workflows
- Previous experience supporting Account Executives or sales leadership
- Experience in:
- SaaS
- Recruiting
- Marketing agencies
- Professional services
- Basic Excel or Google Sheets reporting skills
- Familiarity with:
- Pivot Tables
- Dashboards
- Pipeline reporting
Tools & Technology
Salesforce | HubSpot | Zoho CRM | Pipedrive | Google Workspace | Microsoft Office | Google Calendar | Outlook | Calendly | Google Sheets | Excel | Google Slides | PowerPoint | Canva
What Makes You a Strong Fit
You’ll likely thrive in this role if you:
- Are highly organized and proactive
- Enjoy keeping CRMs, calendars, and workflows clean
- Communicate clearly and professionally
- Follow through without needing repeated reminders
- Can manage multiple priorities without sacrificing accuracy
- Notice missing information or overdue tasks before they become problems
- Enjoy supporting sales teams and making their workflows more efficient
- Take ownership of administrative details from start to finish
- Understand that strong sales operations directly support revenue performance
What a Typical Day Looks Like
You might start your day by reviewing the CRM, updating pipeline records, checking upcoming sales meetings, and identifying outstanding follow-ups.
Throughout the day, you’ll coordinate calendars, prepare proposals and presentations, send follow-up communications, update reports, and help sales representatives stay organized.
You’ll also coordinate with other departments to ensure deal-related tasks, approvals, and handoffs move forward without unnecessary delays.
In short: you keep the sales engine organized, accurate, and moving so the sales team can focus on selling.
Key Metrics for Success
- CRM accuracy and pipeline cleanliness
- Follow-ups completed on time
- Accurate and efficient scheduling
- Proposal and sales-document quality
- Reporting accuracy and consistency
- Reduction in missed tasks or communication gaps
- Timely sales-to-onboarding handoffs
- Positive feedback from sales leadership
- Reliable operational support throughout the sales process
Why This Role Stands Out
- High-impact support role directly connected to revenue operations
- Hands-on exposure to modern CRM and sales systems
- Clear ownership of important sales workflows
- Fully remote working environment
- Opportunity to develop skills across CRM management, reporting, pipeline operations, and sales enablement
- Career growth opportunities into:
- Sales Operations
- Revenue Operations
- Account Management
- Executive Operations
Interview Process
- Initial Application
- Spark Hire One-Way Video Interview
- Video Interview with Pavago Recruiter
- Practical Task – CRM Cleanup & Proposal Formatting
- Client Interview
- Offer & Background Verification
Spark Hire Video Interview – Required
As part of the application process, all candidates are required to complete a one-way video interview through Spark Hire.
After completing the first step of your application, you’ll receive a Spark Hire invitation by email with instructions to record and submit your video responses.
Completion of the Spark Hire video is required to be considered for the next stage. Please check your inbox as well as your spam or junk folder for the invitation.
Apply Now
If you’re highly organized, comfortable with CRM systems, scheduling, reporting, and sales coordination, and enjoy helping sales teams operate efficiently, we’d love to hear from you.
Apply today and help keep the sales pipeline organized, communication moving, and the sales team focused on closing opportunities.
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