Operations Assistant (Permanent Home Base)

Location: Remote | Type: Full-Time (Client-Dedicated Placement)

About the Role

We're looking for a detail driven Operations Assistant to support a client's sales team by keeping the pipeline clean, organized, and moving. This role sits at the intersection of sales support and operations you won't be closing deals, but you'll make sure nothing a rep needs falls through the cracks: CRM data stays accurate, follow-ups don't slip, meetings get scheduled, and leadership always has a clear view of what's happening in the pipeline.

This is a remote, client dedicated placement you'll work directly within the client's tools and workflows during their business hours, functioning as an embedded member of their sales team.

What You'll Do

CRM & Pipeline Management

• Keep CRM records (contacts, deal stages, notes, activity logs) accurate and up to date
• Monitor pipeline stages and flag stalled or overdue deals to reps and managers
• Clean and enrich lead/contact data; identify decision makers where missing
• Maintain and update prospect/customer lists and segmentation

Sales Coordination & Scheduling

• Schedule and coordinate sales calls, demos, and client meetings across time zones
• Manage calendars for sales leadership and coordinate internal sales meetings
• Prepare agendas, materials, and follow up notes for sales meetings

Follow-Up & Communication Support

• Track outstanding follow-ups and proactively nudge reps or prospects as needed
• Draft and send templated outreach emails, sequence contacts, and update campaign lists
• Manage inbound inquiries to the sales inbox/line and route appropriately

Reporting & Documentation

• Prepare and format weekly/monthly sales reports and pipeline summaries
• Build and maintain presentations, proposals, and quote/order documents
• Track sales expenses, T&E reports, and basic budget documentation

General Operations Support

• Process orders, invoices, and basic contract paperwork
• Coordinate with marketing on campaign lists, events, and lead handoffs
• Take on ad hoc administrative projects as the sales team scales

What You'll Need

• 2+ years in a sales admin, sales operations, or executive assistant role
• Hands on experience with a CRM (Salesforce, HubSpot, Pipedrive, or similar)
• Strong Excel/Google Sheets skills; comfortable building clean reports
• Excellent written communication you'll be drafting emails on the team's behalf
• High attention to detail; you catch the small things before they become problems
• Ability to work independently, manage multiple priorities, and meet deadlines without heavy oversight
• Comfortable working remotely and communicating across time zones

Nice to Have

• Experience supporting a B2B or SaaS sales team
• Familiarity with sales engagement tools (Outreach, Apollo, LinkedIn Sales Navigator)
• Prior experience in a remote/distributed team environment

What We Offer

• Fully remote position with a stable, long-term client placement
• Competitive pay relative to local market rates
• Structured onboarding and ongoing support from our team
• Opportunity to grow into broader sales operations or account management work