Sales Assistant

Job description

Sales Assistant – CRM, Sales Support & Pipeline Coordination Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role At the employer, 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within CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive • Identify and clean duplicate, incomplete, or outdated CRM records • Maintain strong CRM hygiene and pipeline visibility • Ensure sales activities and next steps are properly documented • Flag stalled opportunities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, …