- Manage day-to-day HubSpot administration and maintain foundational CRM hygiene.
- Conduct weekly duplicate audits and resolution, defining criteria for automation.
- Perform regular audits of deal and contact associations, lifecycle stages, and data consistency.
- Build and manage lists, workflows, and sequences to support sales and marketing campaigns.
- Support the deal review process by ensuring all required fields, approvals, and documentation are complete.
- Maintain and enforce deal desk policies, pricing guidelines, and approval workflows.
- Track deal desk request volume, turnaround time, and outcomes to identify bottlenecks.
- Maintain and update a lead dashboard tracking pipeline activity, source attribution, and deal progression.
- Build and manage KPI reporting across core metrics: win rate, average deal size, sales cycle length, and pipeline coverage.
- Manage call tracking, tagging, and organization in Gong across the full sales team.
- Leverage Gong Agent Studio to build and maintain automated scorecards and alerts.
- Monitor calls for objection patterns, competitive mentions, and sentiment shifts, synthesizing findings for leadership.
- Identify and implement AI tools and automations that reduce manual lift across the sales workflow.
- Use AI to assist with call summarization, outreach drafting, and client insight extraction.
- Design and implement lifecycle stage and lead status frameworks in HubSpot from the ground up.
- Support the build-out of attribution models to ensure marketing and sales touchpoints are accurately captured.
- Collaborate with marketing to define lead source standards, UTM structure, and MQL-to-SQL handoff criteria.
Microsoft ExcelHubSpotGoogle Sheets+1 more