Sales Assistant (Remote)
Kelly, Winter Park, FL, United States
Sales Assistant (Remote)
We're looking for a highly organized, proactive Sales Assistant to support our VP of Sales and Senior Account Executive. This is a high-output, high-ownership role for someone who learns quickly, works independently, and uses AI tools to multiply the sales team's capacity. You'll manage communications, coordinate meetings, support pricing and sales materials, maintain CRM hygiene, and assist with sales operations tasks that help move deals forward. What You'll Do
Schedule sales meetings involving multiple internal and external stakeholders. Coordinate small, in-person client dinners with the marketing team. Manage reference requests and connect prospects with customer advocates as needed. Monitor the VP of Sales' inbox and flag time-sensitive messages. Prepare pre-meeting briefs by compiling Gong calls, HubSpot notes, and LinkedIn updates into concise 1-pagers. Track committed follow-ups and send a daily "what's due today" summary. Use pricing calculators to create accurate pricing quotes based on Gong calls, emails, and HubSpot deal notes. Proof pricing calculators built by sellers to ensure accuracy. Build tailored sales decks using our Master Deck template (no design work required). Use Claude AI to generate Sales - Customer Success handoff documents, cross-checking Gong and HubSpot for accuracy. Maintain deal documentation hygiene by updating HubSpot properties after calls (stage, next steps, call type, close date). Vet inbound website leads using ICP criteria and schedule meetings when appropriate. Re-engage closed/lost deals from 68 months ago using templates and AI-assisted personalization. Partner with marketing to outline case studies and pull supporting data from the platform. Explore Looker Studio dashboards to identify unique insights for sales conversations. Monitor key KPIs and deliver a weekly report on trends, spikes, and anomalies. Conduct light competitor research and provide monthly summaries. Support additional projects and duties as assigned. Keys for Success
Self-starter who takes initiative and solves problems independently. Strong problem-mapper who can articulate blockers clearly and ask targeted questions. Curious, analytical, and detail-oriented
enjoys digging into data and finding patterns. Able to work from documented processes with minimal supervision. Comfortable using AI tools (primarily Claude) and able to recognize/resolve AI errors. Required Experience
12 years
in a sales assistant, sales support, or sales operations role. Preferred Education
Associate's degree or higher in Marketing, Business Management, Administrative Management, or a related field. Tool Proficiency Requirements
HubSpot CRM
deal management, pipeline tracking, reporting Google Workspace
Docs, Sheets, Slides, Calendar, Gmail Claude AI
using projects, iterating for accuracy Gong
reviewing calls, using AI to find answers Looker Studio (bonus)
exploring dashboards and insights LinkedIn Sales Navigator
qualifying and researching leads Travel
Less than 5% Fully remote role No special physical demands What You'll Get
Competitive compensation Medical, dental, and vision insurance Unlimited PTO + paid holidays 4% 401(k) match Fully remote flexibility Paid parental leave Employee stock options Opportunities for growth and leadership Collaborative, innovative, positive team culture Compensation
The hourly range for this position is $24$28. Actual compensation depends on factors such as education, experience, skills, certifications, market demand, and internal equity.
We're looking for a highly organized, proactive Sales Assistant to support our VP of Sales and Senior Account Executive. This is a high-output, high-ownership role for someone who learns quickly, works independently, and uses AI tools to multiply the sales team's capacity. You'll manage communications, coordinate meetings, support pricing and sales materials, maintain CRM hygiene, and assist with sales operations tasks that help move deals forward. What You'll Do
Schedule sales meetings involving multiple internal and external stakeholders. Coordinate small, in-person client dinners with the marketing team. Manage reference requests and connect prospects with customer advocates as needed. Monitor the VP of Sales' inbox and flag time-sensitive messages. Prepare pre-meeting briefs by compiling Gong calls, HubSpot notes, and LinkedIn updates into concise 1-pagers. Track committed follow-ups and send a daily "what's due today" summary. Use pricing calculators to create accurate pricing quotes based on Gong calls, emails, and HubSpot deal notes. Proof pricing calculators built by sellers to ensure accuracy. Build tailored sales decks using our Master Deck template (no design work required). Use Claude AI to generate Sales - Customer Success handoff documents, cross-checking Gong and HubSpot for accuracy. Maintain deal documentation hygiene by updating HubSpot properties after calls (stage, next steps, call type, close date). Vet inbound website leads using ICP criteria and schedule meetings when appropriate. Re-engage closed/lost deals from 68 months ago using templates and AI-assisted personalization. Partner with marketing to outline case studies and pull supporting data from the platform. Explore Looker Studio dashboards to identify unique insights for sales conversations. Monitor key KPIs and deliver a weekly report on trends, spikes, and anomalies. Conduct light competitor research and provide monthly summaries. Support additional projects and duties as assigned. Keys for Success
Self-starter who takes initiative and solves problems independently. Strong problem-mapper who can articulate blockers clearly and ask targeted questions. Curious, analytical, and detail-oriented
enjoys digging into data and finding patterns. Able to work from documented processes with minimal supervision. Comfortable using AI tools (primarily Claude) and able to recognize/resolve AI errors. Required Experience
12 years
in a sales assistant, sales support, or sales operations role. Preferred Education
Associate's degree or higher in Marketing, Business Management, Administrative Management, or a related field. Tool Proficiency Requirements
HubSpot CRM
deal management, pipeline tracking, reporting Google Workspace
Docs, Sheets, Slides, Calendar, Gmail Claude AI
using projects, iterating for accuracy Gong
reviewing calls, using AI to find answers Looker Studio (bonus)
exploring dashboards and insights LinkedIn Sales Navigator
qualifying and researching leads Travel
Less than 5% Fully remote role No special physical demands What You'll Get
Competitive compensation Medical, dental, and vision insurance Unlimited PTO + paid holidays 4% 401(k) match Fully remote flexibility Paid parental leave Employee stock options Opportunities for growth and leadership Collaborative, innovative, positive team culture Compensation
The hourly range for this position is $24$28. Actual compensation depends on factors such as education, experience, skills, certifications, market demand, and internal equity.