Sales Operations and CRM Assistant

Hire a Sales Ops and CRM Assistant. Give Reps Their Time Back.

A PakForge sales ops and CRM assistant handles the work behind the sale: clean data, researched lists, accurate reports and tidy pipelines. Your reps spend their time selling, and your numbers finally add up.

Vetted and trainedManaged by PakForgeFree replacement
The role

What Your Sales Ops / CRM Assistant Does

A dedicated sales operations and crm assistant who works only on your account, during your buyers' business hours.

Cleans and enriches CRM data

Removes duplicates, fixes records and fills in missing company and contact details.

Builds prospect lists

Researches accounts and contacts that match your ICP, ready for your reps to work.

Builds reports and dashboards

Sets up the pipeline, activity and forecast reports your leaders actually use.

Maintains workflows

Keeps lead routing, sequences and automations running correctly in your CRM.

Handles sales admin

Prepares quotes, updates deal records and chases missing information for your reps.

Manages tools and access

Keeps user licenses, fields and permissions organized across your sales tools.

Is it the right fit?

When to Hire a Sales Ops / CRM Assistant

  • Your reps spend hours on data entry and admin
  • You don't trust the numbers in your CRM
  • You need lists built faster than your team can build them
Onboarding

Your Sales Ops / CRM Assistant's First 30 Days

Every rep follows the same structured ramp, so you know what's happening each week.

  1. Week 1

    Discovery and training

    We learn your product, buyers and sales process, then build your Sales Ops / CRM Assistant's playbook: talk tracks, objection handling and what counts as a win.

  2. Week 2

    Practice and go live

    Role-play sessions with our coaches until the pitch sounds natural, then first live activity with your sign off.

  3. Week 3

    Review and refine

    We review calls and results with you and tighten the targeting, messaging and handoffs.

  4. Week 4

    Report and plan

    Your first monthly review. We agree targets for next month and whether to add more reps.

Reporting

What We Measure Every Week

Targets are agreed with you after discovery. Your weekly report tracks them.

  • Data accuracy
  • Records cleaned or enriched
  • Lists delivered
  • Reports delivered on time
Tools

Tools They Already Know

Your rep works inside your stack. If you don't have one yet, we'll recommend one.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • Apollo
  • ZoomInfo
  • Clay
  • Google Sheets
  • Excel
  • Zapier
Pricing

Sales Ops / CRM Assistant Pricing

Three experience tiers. Pay one fixed monthly rate for a dedicated rep, or pay by the hour.

Tier 1 · Sales Ops / CRM Assistant

Essential

Handles data entry, list building and routine CRM updates.

$1,000–$1,200/month

$10–$12/hour

Dedicated rep, billed monthlyBilled for hours worked

  • 1 to 2 years of sales or calling experience
  • Clear, professional English
  • Works from your script and playbook
  • High volume dials and list building
  • Logs every call in your CRM
  • Weekly activity report

Typical roles: Cold Caller, Appointment Setter, Lead Qualification, Sales Ops support

Get Tier 1 Candidates
Most popular

Tier 2 · Sales Ops / CRM Assistant

Professional

Builds reports, maintains workflows and supports your sales team daily.

$1,400–$1,600/month

$15–$17/hour

Dedicated rep, billed monthlyBilled for hours worked

  • 2 to 4 years of B2B sales experience
  • Fluent English, neutral accent
  • Phone, email and LinkedIn outreach
  • Adapts the pitch to your ICP
  • Qualifies and books decision makers
  • Weekly pipeline and CRM reporting

Typical roles: SDR, BDR, Inbound and Inside Sales, Customer Success

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Tier 3 · Sales Ops / CRM Assistant

Senior

Owns your sales operations, from CRM setup to forecasting and process design.

$1,800–$2,000/month

$20–$22/hour

Dedicated rep, billed monthlyBilled for hours worked

  • 5+ years of full cycle sales experience
  • Comfortable with C suite buyers
  • Runs discovery calls and demos
  • Handles complex objections and pricing
  • Closes deals and grows accounts
  • Can lead junior reps as you grow

Typical roles: Account Executive / Closer, Sales Executive, Account Manager

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Hiring process

How Hiring a Sales Ops / CRM Assistant Works

See the full hiring process and our vetting steps.

  1. Tell us what you sell

    Share your product, your ideal customer and the role you need. It takes under a minute.

    You · 1 minute
  2. We learn your business

    A short discovery call on your market, your buyers and how you sell today.

    PakForge
  3. Meet 3 vetted candidates

    Each comes with a video intro and resume, matched to your role, tier and industry.

    PakForge
  4. Interview and choose

    Talk to them yourself and pick the person you want. No pressure, no lock in.

    You · 1 hour
  5. We onboard and manage

    We sign the NDA, train your rep on your ICP and handle payroll, coaching and weekly reports.

    You · take the meetings
FAQ

Sales Ops / CRM Assistant Questions

Do they need admin access to our CRM?

They need enough access for the tasks you assign. We recommend a dedicated user account with the right permissions, so everything is logged and easy to change.

Can they set up a new CRM?

Tier 3 assistants can help with setup, migration and process design. For large or complex migrations, we scope the work with you first.

Is this a good first hire?

Often, yes. Clean data and good lists make every other sales role more effective.

How do you protect our data?

We sign an NDA before any work begins, every team member signs one too, and access is limited to what the role needs.

Ready to Hire Your Sales Ops / CRM Assistant?

Book a free 30 minute call. We'll learn about your buyers and send a shortlist of three vetted candidates with video intros.

  • Free shortlist
  • No commitment
  • Reply within 1 business day
Book a MeetingFree 30 minute call