- Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
- Support disciplined pipeline management and forecasting
- Build dashboards and reports to track revenue performance and pipeline health
- Identify gaps in CRM usage and drive adoption of best practices
- Standardize project and task setup to align sales and delivery execution
- Manage monthly and quarterly reporting, including retainer tracking and performance summaries
- Support scoping and estimation for custom work
- Develop structured estimates aligned to scope and pricing assumptions
- Draft clear, client-ready Statements of Work (SOWs)
- Identify inefficiencies and implement scalable improvements
SalesforcePowerPoint