Sales Assistant

Colombia. Mexico, U.S. client business hours (aligned with sales team schedules and prospect time zones)Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
1–2 years
Required Skills
SalesforceMicrosoft ExcelMicrosoft OfficePowerPointHubSpotGoogle WorkspaceCanva

Requirements

  • 1–2 years administrative, operations, or sales support experience
  • Familiarity with at least one CRM (Salesforce, HubSpot, Zoho, Pipedrive)
  • Proficiency with Microsoft Office/Google Workspace
  • Strong written communication skills
  • Strong scheduling skills
  • Experience creating proposals, decks, or sales collateral (ideal)
  • Familiarity with lead generation workflows or SDR/BDR support (ideal)
  • Industry exposure in B2B SaaS, professional services, or marketing agencies (ideal)
  • Basic data analysis skills for sales reports (Excel pivot tables, Google Data Studio) (ideal)

Responsibilities

  • Enter, update, and maintain accurate lead, contact, and opportunity records in Salesforce, HubSpot, Zoho, or Pipedrive
  • Monitor CRM data quality, correcting duplicates, missing fields, or outdated records
  • Schedule calls, demos, and follow-ups across time zones using Outlook, Google Calendar, or scheduling tools like Calendly
  • Coordinate internal prep meetings and ensure sales reps have the right materials before calls
  • Draft, format, and proofread sales proposals, quotes, and presentations
  • Assist with RFP/RFI responses, ensuring templates are current and brand-compliant
  • Generate weekly and monthly reports from CRM: pipeline activity, conversion rates, and sales KPIs
  • Draft and send follow-up emails after meetings, thank-you notes, and reminders to prospects
  • Liaise with marketing for campaign leads, finance for contract approvals, and operations for order processing
  • Track deliverables between departments to ensure a smooth customer journey
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