- Partner with Sales Operations to understand core sales KPIs and performance metrics
- Own and maintain a Strategic Accounts dashboard to ensure clear visibility into pipeline, coverage, and performance
- Track weekly pipeline changes and surface key movements, risks, and opportunities
- Support Strategic Account planning through research and data analysis
- Participate in account planning sessions to learn how account strategies are developed and executed
- Leverage tools such as HG Insights to identify technology landscape, intent signals, and whitespace opportunities
- Build and maintain account profiles, including key stakeholders, initiatives, and expansion paths
- Maintain Salesforce data quality across Strategic Accounts, including opportunities, contacts, and account details
- Support consistent pipeline tracking and reporting
- Identify gaps or inconsistencies that may impact forecasting or visibility
- Participate in selected deal reviews and pipeline discussions
- Track key elements of deal progression, including stakeholders, partner involvement, and expansion strategy
- Identify drivers of deal momentum and areas of risk
- Summarize key deal insights and lessons learned
- Capture and highlight key wins, milestones, and overall program progress
- Support internal updates and executive-level summaries
- Assist in drafting external communications (e.g., LinkedIn) based on real activity and insights
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