Hire a Remote Sales Assistant

What a sales assistant does

A sales assistant supports the people who sell. They keep the CRM accurate, prepare proposals and follow-ups, and handle the logistics between first contact and signed contract so sellers can spend more time in conversations.

Typical responsibilities

• Updating CRM records and pipeline stages

• Preparing quotes, proposals and contracts from templates

• Sending follow-up emails and reminders

• Scheduling demos and coordinating internal handoffs

• Compiling lead lists and basic research

• Reporting on pipeline activity and follow-up status

Skills to look for

• Accurate, organized record-keeping

• Professional business writing

• Comfort with sales tools and templates

• Ability to notice when a deal is stalling

• Discretion with pricing and customer data

Software and tools

• HubSpot, Salesforce, Pipedrive, Close

• PandaDoc, DocuSign or Proposify

• Google Workspace or Microsoft 365

• Calendly and Zoom

• Loom for asynchronous updates

Experience to look for

Ask about the team they supported and how their work changed results, for example faster proposal turnaround or better follow-up. Look for evidence of ownership, not just task completion.

Interview questions

1. How do you keep a CRM clean when reps are busy?

2. Walk me through preparing a proposal from a sales call.

3. How do you follow up on a deal that has gone quiet?

4. Tell me about a time you noticed a problem in the pipeline.

5. What information would you collect before a demo?

6. How do you prioritize follow-ups at the end of the month?

When to hire a sales assistant

• Reps are doing their own admin

• Proposals go out late

• CRM data is unreliable

Hiring a sales assistant internationally

Provide templates and a clear definition of CRM stages. Consistent data entry is the main deliverable, so review the first weeks of records together.