This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

We're looking for a Sales Assistant to support our VP of Sales and Senior AE. This is a high-output support position that requires someone who can learn complex systems quickly, work independently, and use basic AI tools effectively to multiply the sales team capacity. The role includes managing sales communications, qualifying and re-engaging leads, coordinating meetings and references, supporting pricing and sales materials, maintaining CRM hygiene, and assisting with sales operations tasks that help move deals forward.

What You'll Do

• Scheduling & Coordination
  • Schedule sales meetings when multiple stakeholders are involved.
  • Coordinate with the marketing team to organize client dinners separate from standard event dinners.
  • Coordinate reference requests and connect prospects with customer advocates when deals require references.
• Communication Support
  • Monitor VP Sales email inbox; flag important emails requiring immediate response.
  • Prepare pre-meeting notes: compile recent Gong calls, HubSpot notes, and LinkedIn updates into 1-pagers before prospect calls.
  • Track committed follow-ups and send a daily "what's due today" summary.
• Sales Operations Support
  • Utilize pricing calculator and create pricing quotes using input from sales calls (Gong), emails, and HubSpot deal notes.
  • Proof pricing calculators built by the sales team to ensure pricing matches deal details.
  • Create tailored sales decks using our Master Deck template, customized based on direction from seller, on-call notes, and meeting context.
  • Use Claude AI project tool to produce Sales/Customer Success handoff documents.
  • Maintain deal documentation hygiene—update HubSpot properties after calls.
• Light SDR Work
  • Vet inbound website leads using documented workflow and ICP criteria; schedule sales meetings when appropriate.
  • Mine HubSpot for closed/lost deals from 6-8 months ago; use templates + AI to personalize re-engagement outreach.
• Data & Analytics
  • Work with the marketing team to outline case studies—pull examples and data sets from platform data.
  • Explore Looker Studio dashboards to find unique stats and insights sales can share in calls.
  • Monitor key KPIs and success metrics; deliver a weekly report on trends, spikes, or anomalies.
  • Light competitor research; provide monthly summaries.
• Other duties and projects as assigned.

Keys for Success

• Self-starter who takes initiative to figure things out before asking for help.
• Problem-mapper who can identify when they're stuck, clearly articulate the problem, and come with specific questions.
• Curious and detail-oriented – loves digging into data, finding patterns, and uncovering insights through research and analysis.
• Low hand-holding required – can work from documented processes and templates with minimal supervision.
• Comfortable with AI tools – can recognize AI errors and iterate to get accurate outputs.

Work Experience

• 1-2 years of professional experience in a sales assistant, sales, or sales support role.

Preferred Education

• Associate's degree or higher preferred in Marketing, Business Management, Administrative Management, or a related field.

Tool Proficiency Requirements

• HubSpot CRM – deal management, contact/company records, pipeline tracking, reporting.
• Google Suite – Docs, Sheets, Slides, Calendar, Gmail.
• Claude AI – comfortable using AI projects, recognizing errors, and iterating with AI to get accurate outputs.
• Gong – reviewing call recordings and transcripts, using Gong AI to track down answers.
• Looker Studio (bonus) – exploring data, building insights from platform analytics.
• LinkedIn- Sales Navigator - support with qualifying and researching leads.

Travel

• Typically, less than 5%. Remote environment. No special physical demands required.

Benefits

• Competitive Compensation
• Medical, Dental, and Vision insurance
• Unlimited PTO + paid holidays
• 4% 401(k) match
• Work from anywhere – fully remote flexibility
• Paid parental leave
• Employee stock options
• Opportunities for growth & leadership in a fast-growing company
• Collaborative, innovative, positive, team-oriented culture

Compensation

The hourly range for this position is $24–$28. Compensation decisions are influenced by multiple factors, including but not limited to education, prior experience, training, skills, certifications, market demand, and internal equity.