- Identify gaps in lead flow and sales processes, including lead field mapping, data integrity, and round robin functionality.
- Coordinate cross-functional solutions with Training, Operations, Marketing, Technology, and Data Analytics, and ensure fixes are documented and followed.
- Provide input on lead policy and sales process flows, recommending updates as the business evolves.
- Help shape lead allocation and management strategy, manage day-to-day lead distribution, and adjust round robin functionality.
- Manage queue schedules by aligning individual-contributor coverage with lead volume and business needs.
- Analyze sales, lead, and call metrics; build and maintain Salesforce reports and dashboards and Excel analyses; and present recommendations.
- Manage outstanding sales technology requests by confirming scope and priority with technology developers and tracking delivery.
- Administer Calendly for the sales team and ensure new hires have systems access, tools, schedules, and leads after training.
- Prepare presentations and represent the SVP in sales meetings and leadership updates when needed.
Project ManagementMicrosoft ExcelPowerPoint