- Maintain accurate, up-to-date deal records throughout the pipeline.
- Ensure required deal fields are completed correctly and consistently.
- Proactively identify missing, duplicate, or inaccurate CRM data and execute cleanup.
- Monitor pipeline health and flag inconsistencies or urgent data issues to GTM leadership.
- Maintain contact, company, and account data quality to enable accurate reporting and segmentation.
- Support troubleshooting of HubSpot issues for GTM team members (permissions, workflows, automations, etc).
- Assist in creating and maintaining dashboards, reports, and lists for GTM stakeholders.
- Understand and manage how data flows between HubSpot and integrated tools.
- Troubleshoot issues across workflows, integrations, and automations.
- Build and maintain HubSpot workflows with clear logic, dependencies, and error handling.
- Partner with RevOps on system architecture decisions and data model improvements.
- Identify opportunities to automate manual processes and implement scalable solutions.
- Save signed contracts promptly to the designated company drive and ensure records follow naming/filing conventions.
- Ensure all contract details are accurately reflected in HubSpot and relevant systems.
- Coordinate with Sales and Business Operations to ensure all required documentation is complete and organized.
- Assist in documenting processes, SOPs, and updates to GTM and RevOps workflows.
- Support RevOps in system implementations, process adjustments, or automation improvements.
- Collaborate in QA/testing of CRM changes, new workflows, or integrations.
- Help streamline team processes to increase efficiency and reduce manual work.
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