- Own and manage the CRM system (Pipedrive CRM), ensuring accuracy, structure, and real-time tracking of all partner and deal activity
- Design, improve, and implement scalable sales processes, workflows, and systems
- Build and maintain efficient pipeline management frameworks, ensuring consistent tracking of leads and deal progression
- Establish and enforce best practices for CRM usage, data integrity, and operational consistency
- Analyse pipeline performance and identify opportunities to improve conversion rates and efficiency
- Create and maintain clear documentation for processes, workflows, and standard operating procedures
- Oversee onboarding workflows, including partner setup and helping prospects to leverage tools and resources
- Manage deal creation and lifecycle tracking from application through to completion
- Introduce automation and tools to streamline operations and reduce manual work
- Provide reporting and actionable insights to support decision-making
- Identify operational gaps and proactively implement solutions
- Collaborate closely with leadership to support business growth initiatives
CRM