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AI Summary
Roles & Responsibilities:
- Salesforce – periodic review and upkeep of data, ensuring opportunities are updated properly by everyone across the Account/BD organization.
- Monthly forecast coordination across the Account/BD organization.
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]Support for Monthly Business Review (MBR) and Monthly Operating Review (MOR) decks every month.
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Ad hoc analysis on the pipeline report – ongoing.
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Quarterly commissions coordination with Finance and BD leaders through to finalization.
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Build effective partnerships with internal teams to facilitate collaboration and communication of relevant, digestible information for Sales and Marketing.
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Serve as an interface between Product, Operations, Sales, Marketing, and Management on operational and reporting needs.
- Win/Loss analysis – with particular attention paid to accounts with decreasing win rate, and provision of value-added accounts to the Client Success team for follow-up.
- Collaborate with BD teams and Marketing to ensure all sales and marketing tools are in effective use.
- Compile an annual report of business analysis, insights, and competitor intel from the previous year for use in annual planning meetings
- Prioritize and condense key topics, create SWOT/PEST/Porter's analysis when appropriate, and provide recommendations for action.
Skills required:
- Ability to understand high-level sales strategies and translate them into system and process requirements to ensure execution across the Sales organization
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Highly independent self-starter who can ramp up quickly and operate effectively with minimal instruction or oversight
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Hands-on proficiency with Salesforce, including data hygiene and pipeline management
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Track record of driving change and removing hurdles in fast-growth organizations by working cross-functionally
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Excellent organizational, planning, and project management skills, with the ability to manage multiple deadline-driven projects
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Excellent written and oral communication skills required
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Excellent computer skills, including proficiency with Microsoft Office, Salesforce, Loopio
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Strong leadership skills and the ability to collaborate effectively with colleagues and vendors at all levels to meet business goals
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Flexible personality and quick learner who operates with a sense of urgency
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