- Support the delivery of Sales & Marketing Operations consulting projects for internal teams and external clients.
- Configure, optimize, and maintain CRM platforms and related business systems (including HubSpot, Salesforce, Microsoft Dynamics, and similar technologies).
- Design and improve lead management processes, including lifecycle stages, lead routing, lead scoring, qualification frameworks, and sales handoff.
- Build and maintain reporting dashboards and executive-level analytics that provide actionable business insights.
- Implement and troubleshoot lead tracking, attribution, and conversion measurement across CRM, analytics, and advertising platforms.
- Configure and validate marketing and analytics platforms including Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, and similar technologies.
- Review CRM data quality and recommend improvements to data structure, automation, reporting, and operational processes.
- Participate in client discovery sessions, solution design, implementation, testing, documentation, and user acceptance.
Microsoft DynamicsSalesforceGoogle Analytics+2 more