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 OwnCRM & 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Perform regular CRM clean-upIdentify and correct duplicate, incomplete, or outdated recordsEnsure CRM data remains clean, accurate, and reporting-readyHelp maintain clear visibility across the sales pipelineScheduling & Sales Coordination
- Schedule:
- Sales calls
- Product demos
- Follow-up meetings
- Internal sales discussions
Coordinate calendars across multiple time zonesUse tools such as:
- Google Calendar
- Outlook
- Calendly
Manage reschedules, conflicts, and meeting remindersPrepare agendas, materials, and relevant account context before meetingsEnsure sales representatives are prepared and informedProposals & Sales Documentation
- Prepare, format, proofread, and organize:
- Sales proposals
- Quotes
- Presentations
- Client-facing documents
Assist with RFP and RFI responses using approved templatesCreate and update sales materials using:
- Google Slides
- PowerPoint
- Canva
Ensure documents are accurate, professional, and delivered on timeSales Reporting & Metrics
- Prepare weekly and monthly sales reports
- Track:
- Pipeline activity
- Conversion rates
- Deal progression
- Sales KPIs
Maintain dashboards and reporting systemsEnsure reporting remains accurate and consistent across systemsProvide sales leadership with clear pipeline visibilityCommunication & Follow-Up
- Draft professional:
- Follow-up emails
- Meeting reminders
- Meeting summaries
- Internal updates
Support inbound lead routing and response coordinationTrack follow-ups to ensure opportunities don’t fall through the cracksMaintain timely communication with prospects and internal stakeholdersHelp sales representatives maintain momentum throughout the sales cycleCross-Functional Sales Support
- Collaborate with:
- Sales
- Marketing
- Finance
- Operations
Coordinate lead handoffs and internal approvalsSupport contract processingAssist with customer onboarding handoffs after deals closeHelp eliminate communication gaps and operational delaysRequired 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 coordinationStrong written English communication skillsExcellent attention to detailStrong organizational and time-management skillsAbility to manage multiple priorities and deadlinesComfortable working independently during U.S. business hoursNice to Have
- Experience supporting Account Executives, SDRs, BDRs, or sales leadership
- Experience preparing:
- Sales proposals
- Presentations
- Quotes
- Sales collateral
Familiarity with B2B sales workflowsExperience in:
- SaaS
- Professional services
- Recruiting
- Marketing
Basic reporting and analytics experienceFamiliarity with:
- Excel Pivot Tables
- Google Sheets reporting
- Sales dashboards
Exposure to contract processing or customer onboardingTools 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 environmentClear growth opportunities into:
- Sales Operations
- Revenue Operations
- Account Management
- Business Operations
Interview Process
1. Initial Application Review
2. Spark Hire Intro Video
3. Video Interview with Pavago Recruiter
4. Practical Task – CRM / Scheduling / Sales Support Scenario
5. Client Interview
6. 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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📌 Sales Assistant (México)
🏢 Pavago
📍 México