Sales Assistant

Description

Summary: This role supports sales operations, CRM management, scheduling, and proposal coordination, keeping the sales team organized and efficient. Highlights: 1. Support sales operations and CRM management 2. Opportunity to grow into sales or operations roles 3. Build skills in CRM management, reporting, and sales processes **Sales Assistant (CRM, Scheduling, Sales Support – Remote, U.S. Hours)****About the Role** We’re hiring a **Sales Assistant** to support **sales operations, CRM management, scheduling, and proposal coordination**. In this role, you’ll keep the sales team organized and efficient by managing **data, meetings, documents, and communication** — allowing Account Executives to focus on closing deals. If you’re detail\-oriented, organized, and experienced with **CRM systems and sales support workflows**, this role is for you. **Responsibilities****CRM Management*** Maintain accurate records in **CRM systems (Salesforce, HubSpot, Zoho, Pipedrive)** * Update leads, contacts, and opportunities with complete and current information * Monitor and clean data (duplicates, missing fields, outdated records) **Scheduling \& Coordination*** Schedule **calls, demos, and follow\-ups** across time zones * Use tools like **Google Calendar, Outlook, Calendly** * Coordinate internal prep meetings and ensure reps are ready with materials **Proposal \& Document Support*** Draft, format, and proofread **sales proposals, quotes, and presentations** * Assist with **RFP/RFI responses** using updated templates * Create and edit materials using **Google Slides, PowerPoint, Canva** **Reporting \& Metrics*** Generate **weekly and monthly sales reports** from CRM data * Track **pipeline activity, conversion rates, and key KPIs** * Maintain dashboards for visibility into sales performance **Communication \& Follow\-Up*** Draft and send **follow\-up emails, reminders, and thank\-you notes** * Support inbound lead responses and route qualified prospects * Ensure timely and professional communication with prospects **Cross\-Team Collaboration*** Coordinate with **marketing, finance, and operations teams** * Track deliverables to ensure a smooth customer journey * Support lead routing, contract approvals, and order processing **Requirements*** 1–2 years of experience in **administration, sales support, or operations** * Familiarity with **CRM tools** (Salesforce, HubSpot, Zoho, or Pipedrive) * Proficiency in **Microsoft Office or Google Workspace** * Strong written communication and organizational skills * Ability to manage **multiple tasks and priorities** * Comfortable working **remote during U.S. business hours** **Nice to Have*** Experience creating **proposals, presentations, or sales collateral** * Familiarity with **lead generation workflows or SDR/BDR support** * Experience in **B2B SaaS, professional services, or marketing agencies** * Basic data analysis skills (**Excel pivot tables, Google Data Studio**) **Tools \& Tech*** Salesforce / HubSpot / Zoho / Pipedrive * Google Workspace / Microsoft Office * Calendly / Google Calendar / Outlook * Canva / Google Slides / PowerPoint **Why Join*** Be a key part of the **sales operations and support function** * Work closely with **Account Executives and sales leadership** * Build skills in **CRM management, reporting, and sales processes** * Opportunity to grow into **sales or operations roles** * Fully remote role with structured responsibilities **What Success Looks Like*** High **CRM data accuracy and cleanliness** * Meetings scheduled and prepared **on time without errors** * Sales documents delivered **accurately and professionally** * Consistent, reliable **reporting and dashboards** * Strong support feedback from sales teams **Apply Now** If you’re a **Sales Assistant who excels in organization, communication, and sales support**, we’d love to hear from you. Apply now and help keep the sales engine running smoothly and efficiently.