Sales Assistant

Oaktech; São Paulo; Hybrid; BRL 45,000 - 78,000; Full time

Benefits offered by this job

Hybrid work model

Collaborative culture

Continuous learning

Job summary

Oaktech is seeking a Sales Assistant to join our operations team in Brazil. The role focuses on lead qualification, process organization, and close collaboration with Sales and Product teams, supporting our commercial journey.

In this hybrid role, you will work with an AI Sales Assistant, manage the CRM, and help create tailored proposals and reports. You will interact with prospects, coordinate the sales calendar, and contribute to the ongoing digital transformation of our sales process.

Qualifications

• Experience in sales, pre-sales (SDR), or customer support.
• Excellent organization and written/verbal communication skills.
• Familiarity with CRM tools and prospect engagement.

Responsibilities

• Collaborate with AI Sales Assistant on initial engagement with leads and prospects.
• Coordinate the commercial calendar between automated touchpoints and human interactions.
• Update the CRM with information from AI and other channels.
• Build and maintain dashboards and performance reports, analyze data and suggest improvements.
• Support personalization of proposals and sales materials based on insights.
• Bridge Sales, Product and Growth with market learnings and AI evolution.

Skills

Sales experience

Organizational skills

English communication

Tools

Google Sheets

Excel

CRM (HubSpot/Pipedrive)

Slack

Notion

Trello

Job description

About the role

We are looking for a Sales Assistant to join our operations team in Brazil. This role is essential in supporting Oaktech's commercial journey, focusing on lead qualification, process organization, communication with prospects and direct collaboration with the Sales and Product teams.

The role is hybrid, with periodic in-person meetings in São Paulo.

Responsibilities

• Actively collaborate with our AI Sales Assistant (digital SDR) on initial engagement with leads and prospects, ensuring fluency, personalization and continuity in the relationship;
• Orchestrate and follow the commercial calendar, acting as a facilitator between automated touchpoints and strategic human interactions;
• Supervise and support the continuous update of the CRM with relevant information — from both the AI and other channels;
• Build and maintain dashboards and performance reports, analyzing data generated by the agents and suggesting improvements to the sales process;
• Help personalize proposals, presentations and sales materials, based on insights captured by agents and human interactions;
• Act as a bridge between Sales, Product and Growth, contributing with market learnings, qualitative analysis and the evolution of our own commercial AI assistant.

Requirements

Must have

• Previous experience in sales, pre-sales (SDR) or customer support;
• Excellent organization and written/verbal communication skills;
• Command of tools like Google Sheets/Excel, CRM (HubSpot, Pipedrive or similar), and collaboration platforms such as Slack, Notion, Trello;
• Interest in technology, innovation and applied AI in day-to-day business;
• Ownership, autonomy and a focus on results.

Nice to have

• Familiarity with B2B and/or SaaS sales;
• Intermediate to advanced English;
• Interest or experience with process automation, digital marketing or data.

What we offer

• Opportunity to work in an innovative environment with cutting-edge AI and automation technologies;
• Direct exposure to different areas of the company, promoting multidisciplinary growth;
• Active participation in digital transformation projects for large companies in Brazil and abroad;
• Hybrid and flexible work model with a collaborative culture focused on value delivery;
• Open, horizontal culture based on autonomy, continuous learning and collaboration between people and AI agents.