- Draft and manage prospect and client communications to replicate the Sales Lead's voice.
- Maintain HubSpot CRM records, including deal stages, tasks, and pipeline reporting.
- Coordinate pitch preparation, including audits, agendas, scheduling, and asset management.
- Manage contract workflows through PandaDoc from drafting to final execution.
- Facilitate the handoff process from sales to delivery teams during onboarding.
- Support sales revenue reporting by maintaining data accuracy across dashboards.