Sales Assistant (Work From Home)

Persona; United States; Remote; MXN 389,000 - 648,000; Part time

Benefits offered by this job

Best salaries in the industry

Remote work from role location

Growth opportunities

Fast-paced environment

People-first culture

Paid in your currency

Full benefits

Job summary

Persona is hiring a detail-oriented Sales Assistant to provide hands-on sales support to the co-founders and senior team of a growing B2B sales training and advisory company, primarily supporting one co-founder.

This fractional role focuses on call preparation, HubSpot CRM updates, company research, prospecting, and executing established outreach cadences targeting private equity firms rather than developing sales strategy.

Qualifications

• Experience in sales support or related role involving research and administrative coordination.

Responsibilities

• Prepare concise briefing notes ahead of sales calls.
• Maintain HubSpot CRM records across contacts, companies, deals, call notes, activities, and next steps.
• Update CRM information following sales calls, prospect interactions, and outbound activities.
• Research target accounts, private equity firms, and relevant decision-makers using online resources and AI tools such as Claude.
• Build and maintain organized prospect and contact lists according to established targeting criteria.
• Execute predefined email outreach and follow-up cadences targeting private equity firms.
• Draft and send professional, personalized outreach emails and follow-ups using approved messaging and processes.
• Track prospect responses, outstanding follow-ups, and next steps to ensure consistent execution.
• Compile company research and prospect information into clear summaries for the co-founders and senior team.
• Coordinate closely with the primary co-founder to prioritize sales preparation, CRM updates, and recurring support tasks.
• Follow established sales workflows and maintain accurate records without requiring constant supervision.
• Provide additional sales administration and operational support to senior team members as needed.

Skills

Sales support

Research skills

CRM knowledge

Executive presence

Attention to detail

Work independently

English proficiency

Reliability

Time management

Tools

HubSpot CRM

Claude

Prospect research tools

Email outreach platforms

Job description

Persona is a recruiting and staffing company that hires exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth.

Our clients include Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. We offer roles in project management, operations, finance, design, marketing, customer success, and more. Every hire is for a specific open position: one person, one dedicated client, built to last.

Every offer we make is for an open role with a single client — the kind of role that’s almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.

Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but opportunity isn’t. By recruiting globally for specific client roles, we’ve grown into one of the fastest-growing companies in the global staffing industry. Every applicant goes through the same steps, and each one is designed to let you show what you can actually do.

We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that’s you, and one of our open roles fits, we’d like to meet you.

Role Summary

We are hiring a detail-oriented Sales Assistant to provide hands-on sales support to the co-founders and senior team of a growing B2B sales training and advisory company, primarily supporting one co-founder. This fractional role focuses on call preparation, HubSpot CRM updates, company research, prospecting, and executing established outreach cadences targeting private equity firms rather than developing sales strategy. Ideal candidates bring strong executive presence, exceptional attention to detail, and a reliable work ethic. This remote role is open to candidates based in Latin America, initially requiring approximately 3 hours per day.

Key Responsibilities

• Prepare concise briefing notes ahead of sales calls, including account backgrounds, prospect information, and relevant company research
• Maintain accurate HubSpot CRM records across contacts, companies, deals, call notes, activities, and next steps
• Update CRM information following sales calls, prospect interactions, and outbound activities
• Research target accounts, private equity firms, and relevant decision-makers using online resources and AI tools such as Claude
• Build and maintain organized prospect and contact lists according to established targeting criteria
• Execute predefined email outreach and follow-up cadences targeting private equity firms
• Draft and send professional, personalized outreach emails and follow-ups using approved messaging and processes
• Track prospect responses, outstanding follow-ups, and next steps to ensure consistent execution
• Compile company research and prospect information into clear summaries for the co-founders and senior team
• Coordinate closely with the primary co-founder to prioritize sales preparation, CRM updates, and recurring support tasks
• Follow established sales workflows and maintain accurate records without requiring constant supervision
• Provide additional sales administration and operational support to senior team members as needed

Required Qualifications

• Experience in sales support, business development, executive assistance, or a related role involving research, professional communication, and administrative coordination
• Working knowledge of CRM systems, including contact management, activity tracking, and follow-up documentation
• Strong research skills with the ability to identify relevant companies, decision-makers, and prospective clients
• Excellent written and spoken English, particularly for professional emails and executive-facing communication
• Strong executive presence and professionalism when working with senior leaders and external stakeholders
• Exceptional attention to detail across CRM records, prospect research, and outreach execution
• Strong work ethic, reliability, accountability, and consistent follow-through
• Ability to follow established outreach cadences and execute assigned tasks accurately without needing to develop sales strategy
• Highly organized and capable of managing multiple requests and recurring responsibilities independently
• Comfortable using AI tools such as Claude for company research, information gathering, and drafting
• Able to learn new prospecting tools and workflows quickly; prior experience with specific scraping tools is not required
• Ability to work approximately 3 hours per day initially, with reliable overlap during U.S. business hours
• Must be based in Latin America

Preferred Qualifications

• Hands-on experience with HubSpot CRM
• Previous experience directly supporting founders, executives, or senior sales professionals
• Experience executing B2B email outreach sequences and prospect follow-up cadences
• Familiarity with private equity firms, investment organizations, or financial services
• Experience in sales training, consulting, advisory services, or other B2B professional services environments
• Experience preparing account briefs or company research summaries for executive sales meetings

Tools & Technologies

• HubSpot CRM, Claude, online company and prospect research tools, email and outreach platforms, spreadsheets, document management systems

Core Competencies

• Strong executive presence and professionalism
• Exceptional attention to detail
• Reliable and hardworking with consistent follow-through
• Highly organized across multiple sales support tasks
• Resourceful and accurate in prospect research
• Disciplined in CRM updates and outreach execution
• Clear communicator with senior stakeholders and prospects
• Proactive, self-sufficient, and comfortable seeking guidance when needed
• Adaptable and quick to learn new tools and processes
• Collaborative and responsive to team priorities

What We Offer

• Best salaries in the industry
• work remotely from the location specified for this role permanently
• Opportunities for growth and advancement
• A fast-paced and collaborative environment
• A warm, people-first company culture
• Get paid in your currency of choice
• Full benefits

This is a part-time, long-term remote position dedicated to one client company. Persona provides onboarding and ongoing employment support for this position.