– Support the CRM transition and ongoing administration (HubSpot Sales Hub), including data hygiene, pipeline stage upkeep and field configuration
– Assist with Freshchat and other sales-tooling setup and testing alongside external contractors
– Maintain clean, consistent records across CRM and adjacent tools so pipeline reporting stays reliable
– Consolidate and clean pipeline and lead data from multiple source files
– Build and maintain simple trackers and dashboards (funnel by source, conversion rates, weekly deltas)
– Support preparation of materials for weekly sales and leadership meetings
– Assist with LinkedIn outreach campaign execution and list-building (Dripify), under defined targeting criteria
– Track outreach response rates and flag qualified conversations for the sales team to progress
– Support scheduling coordination for tours and consultations, working within the team’s existing process
– Prepare and format sales and partnership materials
– Support B2B pipeline administration and meeting logistics
– Ad hoc research and admin support for the CCO and sales team