Sales Assistant – CRM & Excel Specialist

About the role

We are looking for a highly organized Sales Assistant to act as the operational backbone of our growing sales team. You will ensure data integrity, manage complex schedules, produce detailed Excel reports, and keep sales workflows running smoothly.

Key responsibilities

• Maintain, update, and clean lead and pipeline records in our CRM, auditing for duplicates and enforcing standardized data entry.
• Coordinate and schedule high‑volume internal and external meetings, demos, and client calls across multiple time zones, proactively resolving conflicts.
• Extract sales metrics and generate routine operational reports using advanced Excel functions such as PivotTables, VLOOKUP/XLOOKUP, and conditional formatting.
• Monitor sales reps’ active deals and action items in our project‑management tool, ensuring timely client follow‑ups.
• Attend sales calls and team meetings to record detailed notes, summarize decisions, and assign actionable next steps.
• Provide high‑volume administrative support, including drafting client correspondence, preparing slide decks, organizing digital files, and routing incoming leads.

Required profile

• 2+ years of experience in sales support, administrative assistance, or sales operations.
• Hands‑on experience managing CRM databases (e.g., 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 meticulous meeting documentation.
• Excellent time‑management abilities in a fast‑paced environment.

Required skills

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