CRM Management & Sales Operations
Maintain clean and accurate records across CRM platforms such as:
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Update leads, contacts, and opportunities
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Maintain accurate pipeline stages
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Identify and correct missing information
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Maintain strong CRM hygiene
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Ensure sales leadership has reliable pipeline visibility
Scheduling & Sales Coordination
Coordinate sales meetings efficiently across multiple calendars and time zones.
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Internal preparation sessions
Ensure sales representatives have the right meeting context, materials, and information before calls.
Proposal & Sales Document Support
Prepare polished client-facing sales materials, including:
Support RFP and RFI responses using existing templates and approved materials.
Proofread documents for accuracy, formatting, and professionalism before they are shared externally.
Reporting & Pipeline Tracking
Support leadership with accurate sales reporting.
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Sales performance indicators
Ensure reporting remains accurate and up to date.
Communication & Follow-Ups
Draft and coordinate professional sales communications, including:
Support inbound lead routing and initial coordination.
Track outstanding follow-ups so opportunities and client requests don’t fall through the cracks.
Cross-Functional Coordination
Track internal handoffs, responsibilities, and next steps.
Help prevent delays by ensuring teams have the information and documentation required to keep deals moving.