Sales Assistant – CRM & Operations Support

About the role

We are seeking a highly organized, detail‑oriented Sales Assistant with strong hands‑on administrative experience to support our growing sales team. In this role, you will serve as the operational backbone of the department—maintaining database integrity, managing complex schedules, building regular Excel reports, and ensuring seamless follow‑through on all sales activities.

Key responsibilities

• Maintain, update, and clean lead and pipeline records in our CRM, auditing entries to eliminate duplicates and enforce standardized data entry.
• Coordinate and schedule high‑volume internal and external meetings, prospect demos, and client calls across multiple time zones while proactively resolving conflicts.
• Extract sales metrics and produce routine operational reports using advanced Excel functions (PivotTables, VLOOKUP/XLOOKUP, data formatting) to track team performance and pipeline health.
• Monitor sales reps' active deals and action items in our project‑management tool, ensuring timely client follow‑ups and preventing leads from slipping through the cracks.
• Attend sales calls and team meetings to record detailed notes, summarize key decisions, and outline and assign actionable next steps.
• Provide high‑volume operational assistance, including drafting client correspondence, preparing meeting slide decks, organizing digital files, and routing incoming leads.

Required profile

• 2+ years of experience in sales support, administrative assistance, or sales operations.
• Proven hands‑on experience managing CRM databases such as Salesforce, HubSpot, or Zoho with a focus on data hygiene.
• Proficiency in Microsoft Excel, including PivotTables, conditional formatting, and complex lookup formulas.
• Experience managing complex calendars using Google Workspace or Microsoft Outlook.
• Strong written and verbal communication skills with a track record of meticulous meeting documentation.
• Exceptional time‑management skills and ability to prioritize tasks in a high‑volume, fast‑moving environment.

Required skills

• CRM platforms (Salesforce, HubSpot, Zoho)
• Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, conditional formatting)
• Google Workspace
• Microsoft Outlook