销售助理
Sales Assistant
销售助理(远程)– CRM、日程安排与销售运营支持
职位类型:全职,远程
工作时间:美国商务时间(与销售团队时间一致)
职位简介
我们正在招聘一名销售助理,为快速发展的销售团队提供支持,确保所有事务井然有序、准确无误并持续推进。
这是一项以执行为主、注重细节的工作——你不会直接销售,但你对促成销售至关重要。
你将管理CRM数据、协调会议、准备提案,并确保销售代表具备完成交易所需的一切条件。
如果你有条理、积极主动,并且擅长幕后工作——这个职位适合你。
你将负责的内容
CRM管理(核心重点)
- 在以下系统中维护干净、准确的CRM数据:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- 每天更新线索、联系人和机会信息
- 删除重复项,修复缺失字段,保持数据整洁
- 确保销售漏斗的可见性始终准确
日程安排与销售协调
- 跨时区安排电话、演示和后续跟进
- 使用工具如:
- Google Calendar
- Outlook
- Calendly
- 确保销售代表在每次会议前都做好充分准备
- 协调内部准备会议和后续跟进
提案与文档支持
- 撰写、格式化和校对:
- 销售提案
- 报价单
- 演示文稿
- 使用模板支持RFP/RFI响应
- 使用以下工具创建专业材料:
- Google Slides
- Microsoft PowerPoint
- Canva
报告与销售指标
- 生成周报/月报:
- 销售漏斗活动
- 转化率
- 销售KPI
- 为管理层维护仪表盘
- 确保报告准确且按时提交
沟通与跟进
- 会议后撰写跟进邮件
- 发送提醒、感谢信和下一步计划
- 支持潜在客户引流和初步回应
跨团队协作
- 与以下团队合作:
- 市场部(线索流转与活动)
- 财务部(合同与审批)
- 运营部(订单处理)
- 跟进交接流程,确保没有遗漏
成功的表现标准
- CRM始终保持干净、结构清晰且可靠
- 会议安排顺畅无冲突
- 销售代表在每次通话前都准备充分
- 报告准确且按时交付
- 提案、跟进和沟通无延迟
符合岗位要求的条件
- 非常有条理且注重细节
- 具备良好的书面沟通能力(每天需要撰写邮件)
- 积极主动——在问题发生前就加以解决
查看英文原文
Sales Assistant (Remote) – CRM, Scheduling & Sales Operations Support
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (Aligned with Sales Team Schedules)
About the Role
We’re hiring a Sales Assistant to support a fast-moving sales team by keeping everything organized, accurate, and moving forward.
This is an execution-heavy, detail-driven role — you’re not selling, but you’re critical to making sales happen.
You’ll manage CRM data, coordinate meetings, prepare proposals, and ensure sales reps have everything they need to close deals.
If you’re organized, proactive, and thrive behind the scenes — this role is for you.
What You’ll Own
CRM Management (Core Focus)
- Maintain clean, accurate CRM data across:
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Update leads, contacts, and opportunities daily
- Remove duplicates, fix missing fields, and maintain data hygiene
- Ensure pipeline visibility is always accurate
Scheduling & Sales Coordination
- Schedule calls, demos, and follow-ups across time zones
- Use tools like:
- Google Calendar
- Outlook
- Calendly
- Ensure sales reps are fully prepared before every meeting
- Coordinate internal prep sessions and follow-ups
Proposal & Document Support
- Draft, format, and proofread:
- Sales proposals
- Quotes
- Presentations
- Support RFP/RFI responses using templates
- Create polished materials using:
- Google Slides
- Microsoft PowerPoint
- Canva
Reporting & Sales Metrics
- Generate weekly/monthly reports:
- Pipeline activity
- Conversion rates
- Sales KPIs
- Maintain dashboards for leadership visibility
- Ensure reporting is accurate and on time
Communication & Follow-Ups
- Draft follow-up emails after meetings
- Send reminders, thank-you notes, and next steps
- Support inbound lead routing and initial responses
Cross-Team Coordination
- Work with:
- Marketing (lead flow & campaigns)
- Finance (contracts & approvals)
- Operations (order processing)
- Track handoffs to ensure nothing falls through the cracks
What Success Looks Like
- CRM is always clean, structured, and reliable
- Meetings are scheduled without friction or conflicts
- Sales reps are fully prepared before every call
- Reports are accurate and delivered on time
- No delays in proposals, follow-ups, or communication
What Makes You a Strong Fit
- Extremely organized and detail-oriented
- Strong written communicator (you’ll draft emails daily)
- Proactive — you fix issues before being asked
- Comfortable managing multiple priorities
- Enjoy supporting others and enabling success
Requirements (Must-Have)
Experience
- 1–2 years in:
- Sales support
- Administrative roles
- Operations or coordination roles
Core Skills
- Hands-on experience with at least one CRM
- Strong scheduling and calendar management
- Proficiency in:
- Google Workspace or Microsoft Office
- Clear, professional written English
Nice to Have
- Experience creating proposals or sales decks
- Exposure to SDR/BDR workflows
- Experience in:
- B2B SaaS
- Marketing agencies
- Professional services
- Basic reporting skills (Excel, dashboards, pivot tables)
What a Typical Day Looks Like
- Update CRM data and clean pipeline records
- Schedule meetings and coordinate calendars
- Prepare proposals, decks, and documents
- Generate reports for sales leadership
- Send follow-ups and manage communication
- Coordinate across teams to keep deals moving
In short:
You keep the sales engine organized, efficient, and moving forward.
Key Metrics (KPIs)
- CRM accuracy (no duplicates, complete records)
- On-time scheduling and meeting coordination
- Error-free proposals and documents
- Reporting accuracy and consistency
- Feedback from sales team on support quality
Why This Role Stands Out
- Clear ownership without sales pressure
- High visibility impact on revenue teams
- Opportunity to grow into:
- Sales Ops
- Account Management
- Revenue Operations
Interview Process
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Practical Task (CRM cleanup + proposal draft)
- Client Interview
- Offer & Background Verification
Apply Now
If you’re someone who thrives on organization, execution, and making teams more effective, this role gives you a clear path into sales operations and revenue support.
Apply now and become the backbone of a high-performing sales team.
Originally posted on Himalayas