CRM Management & Sales Operations
• Maintain clean and accurate CRM records in Salesforce, HubSpot, Zoho CRM, or Pipedrive
• Update leads, contacts, opportunities, and pipeline stages daily
• Remove duplicates, fix missing information, and maintain CRM hygiene
• Ensure pipeline visibility and reporting accuracy
Scheduling & Sales Coordination
• Schedule calls, demos, follow-ups, and meetings across multiple time zones
• Manage calendars using Google Calendar, Outlook, and Calendly
• Coordinate meeting logistics and ensure sales reps are prepared before calls
• Organize internal prep sessions and follow-up activities
Proposal & Document Support
• Prepare, format, and proofread proposals, quotes, presentations, and sales documents
• Support RFP and RFI responses using templates and existing materials
• Create polished sales materials using Google Slides, PowerPoint, or Canva
Reporting & Pipeline Tracking
• Generate weekly and monthly sales reports and dashboards
• Track pipeline activity, conversion metrics, and sales KPIs
• Maintain reporting accuracy and ensure leadership visibility into sales activity
Communication & Follow-Ups
• Draft professional follow-up emails and meeting summaries
• Send reminders, thank-you notes, and next-step communication
• Support inbound lead routing and initial coordination
• Collaborate with marketing, finance, operations, and sales teams
• Track internal handoffs to ensure deals and tasks move forward smoothly
• Help prevent delays or communication gaps across departments