A sales support assistant job description states the role title, a short summary, the main duties (CRM upkeep, lead research and qualification, follow-up, scheduling and reporting), the skills and tools required, the hours and time zone, and a rate or range. Rates vary by experience, hours and scope, so this template uses a placeholder and shows you how to set your own range. Copy the template, replace the brackets and keep it between 400 and 600 words. On DonutJobs you can post it free and review lead generation assistants whose profiles show English and typing speed results.
The Template
Copy this into your job post and edit the brackets.
Job title
[Sales Support Assistant, Remote] or [Sales Support Specialist, Part Time]
About us
[Company name] is a [type of business] that helps [customer type] with [what you offer]. We are a [size] team working [remotely or hybrid]. We are looking for a sales support assistant to help our sales team stay organised, follow up on time and keep our pipeline accurate.
The role
You will work with [name or role of the person you report to] to support our sales process from first contact to handover. You will keep our records up to date, qualify and follow up leads, schedule meetings and report on pipeline activity. You will work [number] hours a week, [days and times], in [time zone].
Duties
- Keep CRM records accurate: update deal stages, log calls and emails, merge duplicates and complete missing fields
- Research prospects and add contact and company details to our lists
- Qualify inbound leads against our criteria and pass suitable ones to a salesperson with a clear note
- Send follow-up messages using our templates, personalising where needed
- Schedule discovery calls and demos, and send reminders
- Prepare short briefs for salespeople before calls
- Prepare proposals, quotes or documents from our templates for review
- Produce a short weekly pipeline report covering new leads, follow-ups, meetings booked and deals that are stuck
- Flag risks, such as leads that have gone quiet or records that are missing key information
Skills and experience
- Strong written English, with a clear and friendly style
- Experience using a CRM such as [tool names] or willingness to learn quickly
- Experience in sales support, lead generation, customer support or admin
- Strong organisation and attention to detail
- Comfort with spreadsheets and simple reporting
- Reliable internet, a quiet place to work and availability for the hours above
- Able to follow a process and ask when something is unclear
Nice to have
- Experience with [email tool, scheduling tool, project management tool]
- Experience in [your industry]
- Experience writing follow-up sequences
Tools you will use
[CRM], [email], [calendar], [messaging app], [spreadsheet tool], [project management tool]. Training is provided.
How we measure success
We look at [CRM accuracy, speed of lead follow-up, meetings booked, weekly report quality] and review them with you every [week or month]. Targets are agreed during your first month.
Rate and payment
[Rate or range, stated as hourly or monthly]. Payment is [weekly, bi-weekly or monthly] by [payment method].
How to apply
Apply through this post and answer the screening questions. Shortlisted applicants will complete a short practical task and a call. We reply to all shortlisted applicants within [number] days.
How to Set Your Rate Range
Rates for remote sales support vary by experience, hours and scope, so use this method to set a range that suits your budget:
- Define the level. Decide whether you need an entry-level assistant who follows a process, a mid-level specialist who manages parts of the pipeline, or a senior one who works independently. The more judgement the role needs, the higher it sits in your range.
- Define the hours and scope. Part-time and full-time roles, and narrow and broad roles, are priced differently. Write down the weekly hours and the duties.
- Set a budget ceiling. Work out the most the role can cost you in a year and divide by the hours to find the maximum hourly figure. The VA cost calculator helps you test inputs. Enter your own figures and add lines for taxes and setup costs.
- Build three anchors. Choose a low anchor for a candidate who meets the minimum, a middle anchor for the typical hire and a high anchor for a candidate who exceeds the requirements.
- Test it with real applications. If nobody suitable applies, adjust your range or your requirements, one at a time.
- Decide whether to publish it. A stated range helps applicants judge fit. You can also ask applicants for their expectation in a screening question.
Agree the rate, hours, payment method and who pays transfer fees in writing before the first payment. You pay your hire directly, with no commission on wages. Our guide on how employers pay virtual assistants lists the terms to settle.
Screening Questions to Add
- Which CRM or pipeline tools have you used, and what did you do in them each day?
- How would you decide which leads to follow up first?
- Describe a time you caught an error in a pipeline or report. What did you do?
- Which hours can you work reliably, and in what time zone?
- What is your expected rate for this role?
On Agency or Pro, the Formbuilder lets you turn these into knockout questions so applicants who cannot meet a core requirement, such as your hours, are filtered out. On the Free plan you can read each answer yourself and chat with applicants in the app. Our guide to virtual assistant interview questions for agency owners gives you more to use after the shortlist.
Post This Role on DonutJobs in Five Steps
From template to shortlist in one sitting.
- Create your free account.
- Paste the template into a new post and choose the Lead Gen VA role, with tasks such as lead qualification, follow-up and calendar and scheduling.
- On Agency or Pro, add knockout questions for your CRM, hours and time zone in the Formbuilder.
- Submit the post. Free posts get a human review of up to 48 hours before they go live, and paid plans publish immediately.
- Review applicants with in-app chat. On Agency or Pro, manage them in the ATS, search the pool by skills and test scores, then send a short practical task.
Practical Use Cases
A founder handling their own follow-up can use the template for a part-time role focused on follow-up and scheduling. A sales team with a busy CRM can emphasise data cleaning and reporting. An agency can post separate roles for follow-up-focused and pipeline-focused assistants by changing the duties.
What Comes After the Job Description
A good description brings you applicants. The next steps are interviews and onboarding, and two guides help: hiring sales support VAs that convert and onboarding a new virtual assistant in the first 30 days. The Free plan includes one active post and up to 10 applications, with a human review of up to 48 hours before the post goes live, so you can publish this description as soon as it is ready.
Keep the post job-related and consistent with how you will really work, and avoid mixing a sales support role with a closer role unless you mean to, since the skills differ. Hiring and equal opportunity rules vary by place, so check what applies where you operate. This article is general information, not legal advice.
FAQ
What does a sales support assistant do?
They keep CRM records accurate, qualify and follow up leads, schedule meetings, prepare briefs and documents, and report on pipeline activity.
What should I put as the rate in the job description?
Either a range you have set using the method above or a request for the applicant's expectation. Agree the final rate in writing before the first payment.
How long should the job description be?
Around 400 to 600 words. Include duties, skills, tools, hours, the rate and how to apply.
Do I need to require CRM experience?
It helps, but a candidate who is organised and quick to learn can train on your tool. Test with a short practical task.
Can I post a sales support role for free?
Yes. The DonutJobs Free plan includes one active post and up to 10 applications.
A good job description reads like a conversation with the right person. Say what the role does, what good looks like and what you offer, and let the right applicants find you.
Create your free account, post your role and review pre-tested lead generation assistants. Post your job on DonutJobs or browse the talent pool first.