Manage and optimize HubSpot CRM data Source and maintain contact/company data using tools like Clay, Apollo, and LinkedIn Sales Navigator Build segmented lists, surface buying signals, and support automated outreach campaigns Assist in creating and maintaining marketing and sales automation sequences Customize RFP and proposal templates based on prospect needs Maintain pitch deck templates and help assemble compelling presentations Coordinate internal and external pitch meetings Support pitch team casting Document and evolve sales coordination processes Ensure internal teams have necessary resources Provide ad hoc support on outreach, follow-up, and tracking needs Use AI tools like ChatGPT, Clay, and Apollo to streamline workflows Experiment with new tools to improve coordination and execution Share AI-driven insights, prompts, or process improvements Continuously refine AI use to increase accuracy and speed