- Own end-to-end activation workflows
- Manage cases from intake through onboarding and readiness
- Ensure all required steps (documentation, verification, approvals, scheduling) are completed efficiently
- Track progress across multiple cases simultaneously
- Proactively identify bottlenecks and take action to resolve them
- Follow up persistently with stakeholders to keep cases moving forward
- Communicate with partners via phone, email, and text to guide them through onboarding
- Coordinate with external stakeholders and internal teams to secure necessary approvals and information
- Ensure accurate and complete documentation across all workflows
- Utilize internal tools (CRM systems, communication platforms, and tracking tools) to manage work effectively
- Identify patterns in delays, errors, or inefficiencies
- Recommend and implement workflow improvements
- Contribute to building scalable processes as the organization grows
HubSpot