Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Sales & Business Development

About this role

Remote Sales Assistant supporting a performance-driven sales team. The role focuses on CRM accuracy, pipeline management, deal progression tracking, and proactive follow-up using AI tools to improve sales processes.

Key Responsibilities

Manage and maintain sales tracking systems and internal reporting
Ensure CRM data accuracy and timely updates
Conduct outbound and follow-up calls with prospects and clients
Support pipeline management and track deal progression
Use AI tools to draft follow-up messaging and analyze CRM/tracking data

Technical Overview

Works with CRM data and sales tracking/reporting systems, using AI tools such as ChatGPT and Claude to draft/refine follow-up messaging and summarize calls into actionable insights. Builds structured follow-up systems with task reminders and cadence tracking, including automated or semi-automated workflows.

Ideal Candidate

The ideal candidate is an organized, proactive Sales Assistant who supports a sales team by maintaining sales tracking and ensuring CRM data accuracy. They have intermediate AI proficiency using tools like ChatGPT and Claude to draft follow-ups, summarize calls, and improve sales processes through structured, repeatable workflows.

Must-Have Skills

Intermediate AI proficiency (Required)Ability to use AI tools in a structuredrepeatable way to improve efficiencyCRM experiencesales tracking systemsEnsure CRM data accuracyintegrityand timely updatesoutbound and follow-up calls with prospects and clientspipeline management and track deal progression

Tools & Platforms

ChatGPTClaudeCRMemailSMScall scripts

Required Skills

sales tracking systemsCRM data accuracypipeline managementdeal progressionoutbound and follow-up callsfollow-up messagingChatGPTClaudeAI toolsdata analysistask reminderscadence trackingautomated workflows

Hard Skills

sales tracking systemsinternal reportingCRM data accuracyCRM integrityoutbound and follow-up callspipeline managementdeal progression trackingtask reminderscadence trackingautomated or semi-automated workflowsdata analysisanalyzing CRM and tracking dataidentify stalled dealsidentify bottleneckssurface trends in pipeline activitylead behavior analysisfollow-up messaging draftingemail follow-up messagingSMS call scriptscall scriptsChatGPTClaudeAI toolsstructured follow-up systemsclient interactions summarization

Soft Skills

high organizationdetail-orientedproactive mindsetstrong communication skillsprofessional phone communicationprofessional email communicationhigh accountabilityproblem-solving abilitystakeholder communicationtime managementability to meet deadlinescontinuous improvement mindset

Industry & Role

Industry SaaS

Job Function Support sales operations with CRM integrity, pipeline tracking, and AI-assisted follow-up execution.

Role Subtype Customer Support Specialist

Keywords for Your Resume

Sales AssistantSales Assistant (Remote)outbound and follow-up callsfollow-up messagingemailSMScall scriptsCRM data accuracyCRM integritypipeline managementdeal progressionsales tracking systemsinternal reportingtask reminderscadence trackingautomated workflowssemi-automated workflowsdata-drivenanalyzing CRMidentify stalled dealssurface trendsChatGPTClaudeAI toolsstructured follow-up systems

Deal Breakers

Must have intermediate AI proficiency (Required), Must be able to use AI tools in a structured, repeatable way to improve efficiency, Must have CRM experience (understood pipelines, lead tracking, follow-up systems)

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