Sales Research & Planning Assistant – Self-Storage Tech (Online Auction)

About the role

We are seeking a highly organized Sales Research & Planning Assistant to support the sales and onboarding operations of a leading self‑storage technology company. Working remotely, you will ensure that client onboarding, CRM management, and sales coordination run smoothly and efficiently.

Key responsibilities

• Track client onboarding progress from demo to active facility posting.
• Clean, organize, and maintain CRM records, removing duplicates and updating stale data.
• Prepare meeting briefs by researching clients, updating CRM details, and identifying relevant LinkedIn contacts.
• Monitor emails and support requests, responding to simple inquiries and escalating issues as needed.
• Coordinate with internal sales and onboarding teams to close communication gaps.
• Manage conference attendee lists, lead research, LinkedIn outreach preparation, and post‑event CRM updates.
• Back up and document important client files and images shared via communication channels.
• Monitor calendars and create daily task and priority lists for management.
• Maintain organized spreadsheets, trackers, notes, and follow‑up systems.

Required profile

• Excellent written and verbal English communication skills.
• Strong experience with CRM platforms (Close.com, HubSpot, Salesforce, Zoho, Pipedrive, or similar).
• Advanced proficiency in Excel or Google Sheets.
• Experience conducting LinkedIn and lead research.
• Exceptional organizational abilities and attention to detail.
• Ability to manage multiple follow‑ups and tasks simultaneously.
• Self‑motivated and comfortable working independently in a remote environment.
• Willingness to work fixed Eastern Time hours consistently.

Required skills

• CRM systems (Close.com, HubSpot, Salesforce, Zoho, Pipedrive)
• Microsoft Excel / Google Sheets
• LinkedIn research and lead/contact research