- Own and evolve the operating model and cadence for all New Business motions, including standards, agendas, decision rights, and priorities.
- Lead forecast readiness and opportunity inspection, giving leaders timely visibility into performance, risk, upside, stage progression, qualification, next steps, close dates, and opportunity health.
- Improve pipeline hygiene, opportunity completeness, and Salesforce data quality; combine field and system signals to surface deal risk, blockers, and forecast changes.
- Build and curate reporting for New Business leaders and the field, consolidating redundant dashboards into clear decision-support views.
- Lead cross-functional initiatives involving CRM, CPQ, RFPs, pricing, and other GTM systems and processes from problem definition through delivery and adoption.
- Translate field needs into requirements, acceptance criteria, and success measures; coordinate owners, surface tradeoffs, remove blockers, and escalate decisions.
- Partner with Marketing, Enablement, and Channels & Alliances to align handoffs and workflows and prioritize field feedback.
- Create playbooks and inspection mechanisms; measure adoption, data quality, forecast accuracy, and process performance to improve the operating model.
SalesforceBusiness Operations