- Own and manage the CRM system (Pipedrive), 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.
Data AnalysisProcess improvementCRM