Sales Operations Assistant with FreshDesk Experience - Remote

Overview

We are seeking a proactive and detail-oriented Sales Operations Assistant to support our Sales and Client Success teams. The ideal candidate must have experience working with the CRM tool “FreshDesk” and other platforms such as zoom, Hubspot, etc for managing sales pipelines, generating reports, and coordinating with cross-functional teams. This is a fully remote role requiring strong communication skills, organizational ability, and tech-savviness.

In Short

• Manage and maintain sales pipelines using FreshDesk and other CRM platforms as needed
• Assist in onboarding new leads, qualifying prospects, and routing leads appropriately
• Generate, track, and analyze sales reports, KPIs, and dashboards
• Support sales representatives by coordinating calendars, setting follow-ups, and managing task lists
• Provide daily, weekly, and monthly reports on sales and marketing performance and funnel health
• Maintain data hygiene within the CRM to ensure accurate records and reporting
• Collaborate with marketing and client success teams to ensure seamless customer journeys
• Help identify process inefficiencies and propose improvements for smoother operations
• Provide general administrative support to the sales leadership team as needed

Requirements

• Experience with FreshDesk and other CRM tools
• Strong communication skills
• Detail-oriented and organized
• Ability to analyze data and generate reports
• Experience in sales operations or support roles
• Tech-savvy with various software platforms

Benefits

• Fully remote work environment
• Opportunity to work with cross-functional teams
• Professional growth and development opportunities