Data and Tracking Assistant

Extreme attention to detail and accuracy Strong data organization Google Sheets proficiency (COUNTIFS, SUMIFS, VLOOKUP, Data Validation) HubSpot familiarity preferred Comfortable working independently and owning deliverables Proactive thinker Thrive in high-accountability, fast-paced environments Numbers-driven, methodical approach Pride in catching small details Clear communication, ask smart questions, take ownership

Maintain and update performance sheets daily (Setter Tracker, Concierge Tracker, Annual/Quarterly tracker, Daily Metrics Data, Lead Flow Tracker). Ensure tracker is updated by Sunday 6 pm PST for the entire week and aligns with Hubspot. Cross-check data between HubSpot, Google Sheets, and Avoma for accuracy. Audit deal stages, triage outcomes, and meeting types for alignment. Flag inconsistencies or missing information to Susan. Purge outdated calls. Post a daily tracking summary to Slack. Communicate with setters, concierge, and leadership about data discrepancies. Monitor trends or anomalies in data. Manage duplicates by merging correctly and preventing double-booking. Clean up Scored, VSL, and Negative views sections. Assign/reassign leads to the correct team and setter. Ensure accurate enrollment and team fields.