Sales Assistant

About ZenPilot:

ZenPilot is on a mission to help digital agencies and professional service firms build healthier, more productive, and more profitable teams through streamlined operations. We are ClickUp’s largest solutions partner, and we pride ourselves on delivering the most sustainable client outcomes with the type of customer experience that they want to adopt and give their clients.

The team is split into 3 departments: Growth, Delivery, and Operations and is split between the US, Europe, South America, and Asia.

Our core values, documented as a reflection of the values of the current team, describe the culture we're building and the kind of teammates we aim to find:

→ I am humble + hungry – I strive to be the best in the world in my role and recognize I need to constantly be growing. We’re not a “B’s get degrees” team; it’s cool to nerd out at ZenPilot.

→ I own my stuff – When I tell someone I’ll do it, it’s as good as done. I take responsibility when I mess up and handle criticism with a gracious heart.

→ I celebrate your good work – I actively look for opportunities to make other team members look good and feel good.

→ I have your back – I actively communicate and pitch in when someone needs help without needing to be asked and with no strings attached.

→ I am a systems thinker – I learn from every experience and improve outcomes by defining and refining our process. As a team, we share what we learn and improve our systems to get 1% better each day.

As part of following these values and being very systematic in our operations, we run on EOS® (the Entrepreneurial Operating System®) and every team member knows our full business plan (represented in our V/TO), our quarterly Rocks, and participates in weekly Level 10 Meetings™. Prior EOS® experience is not required - new hires (Pilots) read "What the Heck is EOS?" as part of onboarding.

Position Overview:

We are seeking a Sales Assistant who is hungry to grow (we're not a "B's get degrees" kind of team), thrives in a fast-paced environment (we generate hundreds of inbound leads each month), and is driven to make an impact (you care about being a top performer and winning both individually and as a team).

We believe that "the sale is the sample" (Blair Enns) and this role will be instrumental in running consistent sales processes that truly help our prospective clients whether they work with us or not. The main way we do that is by seeking and telling the truth - whether that pleases everyone or not.

You need to be the rare sales person who believes in the power of great process, applied with expertise, discernment, and human touch. If you're detail-oriented, a great communicator, and excited about contributing to a team that is known as the best in their field, this role might be for you.

As a new Pilot in this role, you will:

• Engage and schedule conversations with ideal-fit prospects (already in our CRM)
• Manage CRM tasks and deal flow - always a clear next step; no overdue tasks
• Coordinate smooth handoffs with the Delivery and Operations teams
• Sell products and services, starting simply and taking on more as your expertise grows
• Pick up the phone and call prospects to accelerate the sales process
• Lean into AI tools to enhance efficiency and performance
• Update scorecards
• Respond to and manage HubSpot chat messages
• Report to and work directly with the CEO

This is a full-time position, and the preferred hours are 8 AM - 5 PM EST. This role is for someone who is ambitious and passionate about building their career in sales, directly contributing to company growth, and being great at what they do. If your friends would describe you as a great communicator, persuasive, energetic, and organized, this may be the perfect fit for you!

You need to have experience in a CRM (preferably HubSpot), a project management platform (preferably ClickUp), and spreasheets. Experience in Slack, Loom, and AI tools is also preferred.

The ideal candidate is:

→ A world-class communicator. You need to be able to articulate clearly and communicate effectively.

→ Detail-oriented + reliable. When you're given a task, it's as good as done. Your teammates need to know that they won't have to think about it again - because you'll either complete it correctly or you'll proactively ask for help when needed.

→ Bold. Not phased by difficult problems. Bold enough to express your ideas. Say when the directions aren’t clear, when something could be done better, and don't feel awkward about that.

→ Fast-moving. You are not stressed out by a quick pace and can process a lot of inputs quickly, prioritize, get the urgent stuff done fast and then move on with priorities. This will show up in mental processing, typing speed/response time, etc.

→ Not a People Pleaser. You’re willing to speak up and challenge the status quo when necessary.

What’s in it for you?

• Base salary + performance bonuses
• Flexible PTO + US holidays + full week between Christmas and New Year's
• Annual team offsite (we spent a week in Portugal in 2024)
• Annual team store credit

Let's Talk

If you think of yourself as a maverick who wheels and deals and thinks process is a dirty word, please save yourself the time and don't apply.

But...if you close your eyes, see yourself in this role, and you can't help smiling...we should have a conversation. If that's you, apply now!