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Sales Assistant

🇵🇦 Panama

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CRM

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Sales Assistant

from 🇵🇦 Panama

💼 Sales Assistant (CRM, Scheduling & Sales Operations Support) – Remote

Full-Time | Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly organized and execution-focusedSales Assistant to support a fast-moving sales team by managing:

  • CRM updates
  • scheduling and calendar coordination
  • follow-ups
  • proposal preparation
  • reporting
  • day-to-day sales operations

This is not a direct selling role.

Instead, you’ll play a critical role in helping the sales team:
✅ stay organized
✅ move deals forward
✅ maintain clean pipeline data
✅ coordinate communication efficiently
✅ improve operational execution

If you enjoy:
👉 organization
👉 sales operations
👉 coordination
👉 CRM management
👉 supporting high-performing teams

this role is a strong fit.

🔥 What You’ll Own

CRM Management & Sales Operations

  • Maintain accurate CRM records within:
    • Salesforce
    • HubSpot
    • Zoho CRM
    • Pipedrive
  • Update:
    • leads
    • contacts
    • opportunities
    • pipeline stages
    • activity notes
  • Remove duplicates and maintain CRM hygiene
  • Ensure pipeline visibility and reporting accuracy
  • Support overall sales operations and workflow organization

Scheduling & Sales Coordination

  • Schedule:
    • sales calls
    • demos
    • follow-ups
    • internal meetings
  • Coordinate across multiple time zones using:
    • Google Calendar
    • Outlook
    • Calendly
  • Manage scheduling logistics and confirmations
  • Ensure sales reps are prepared with:
    • meeting context
    • materials
    • agendas
  • Organize follow-ups and internal coordination activities

Proposal & Document Support

  • Prepare, format, and proofread:
    • proposals
    • quotes
    • sales presentations
    • client-facing documents
  • Support RFP and RFI responses using templates and existing materials
  • Create polished sales assets using:
    • Google Slides
    • PowerPoint
    • Canva
  • Maintain organized document structures and version control

Reporting & Pipeline Tracking

  • Generate:
    • weekly sales reports
    • pipeline dashboards
    • KPI tracking updates
  • Track:
    • pipeline activity
    • conversion metrics
    • sales performance indicators
  • Ensure leadership has clear visibility into sales operations and reporting

Communication & Follow-Ups

  • Draft professional:
    • follow-up emails
    • meeting summaries
    • reminder communication
    • next-step updates
  • Support inbound lead coordination and routing
  • Maintain responsive and organized communication across teams and prospects

Cross-Team Coordination

  • Collaborate with:
    • sales
    • marketing
    • operations
    • finance
    • leadership teams
  • Track internal handoffs and task ownership
  • Help prevent operational delays and communication gaps
  • Ensure workflows continue moving smoothly across departments

💻 Requirements

Core Requirements

  • 1–2 years of experience in:
    • sales support
    • administrative support
    • operations coordination
    • sales operations
  • Hands-on experience with at least one CRM platform:
    • Salesforce
    • HubSpot
    • Zoho CRM
    • Pipedrive
  • Strong scheduling and calendar management skills
  • Proficiency with:
    • Google Workspace
    • Microsoft Office
  • Strong written English communication skills
  • Highly organized with strong attention to detail

⭐ Nice to Have

  • Experience preparing:
    • proposals
    • presentations
    • sales decks
  • Exposure to:
    • SDR workflows
    • BDR teams
    • sales pipeline management
  • Experience in:
    • B2B SaaS
    • recruiting
    • marketing agencies
    • professional services
  • Basic reporting and Excel skills:
    • pivot tables
    • dashboards
    • tracking reports

🧠 What Makes You a Strong Fit

  • You are highly organized and detail-oriented
  • You proactively follow through on tasks
  • You enjoy supporting sales and operational workflows
  • You communicate clearly and professionally
  • You can manage multiple priorities without losing accuracy
  • You thrive in structured, fast-paced environments

📅 What a Typical Day Looks Like

  • Update CRM records and maintain pipeline accuracy
  • Schedule meetings and coordinate calendars
  • Prepare proposals and sales documents
  • Generate reports and sales updates
  • Send follow-up communication and reminders
  • Coordinate with internal teams to keep deals moving smoothly

In short:
You help keep the sales engine organized, efficient, and operationally aligned so sales teams can focus on closing deals.

📊 Key Metrics (KPIs)

  • CRM accuracy and pipeline cleanliness
  • On-time scheduling and coordination
  • Accurate sales proposals and documentation
  • Reporting accuracy and consistency
  • Responsiveness and operational reliability
  • Positive feedback from sales leadership and team members

🌟 Why This Role Stands Out

  • High-impact role supporting revenue and sales operations
  • Exposure to modern CRM systems and sales workflows
  • Opportunity to grow into:
    • Sales Operations
    • Revenue Operations
    • Account Management
    • Business Operations
  • Collaborative and fast-paced remote environment
  • Strong ownership and measurable operational impact

🧪 Interview Process

  • Initial Phone Screen
  • Video Interview with Pavago Recruiter
  • Practical Task
    (CRM cleanup + proposal preparation exercise)
  • Client Interview
  • Offer & Background Verification

👉 Apply Now

If you:

  • enjoy keeping systems and workflows organized
  • are proactive with scheduling and communication
  • thrive supporting sales teams and operational execution
  • want to grow within sales operations and business support

this role is a strong fit for you.

by @maxrusakovic