Reporting and Forecasting
• Produce recurring sales, pipeline, and bookings reports for leadership.
• Support revenue forecasting by keeping the underlying data clean and pulling the cuts of pipeline and performance data people need.
• Build and maintain dashboards that give sales leadership visibility into activity, pipeline, and results.
• Measure and report on how well marketing campaigns and other cross functional initiatives are working, so leadership has what it needs to decide what to keep, adjust, or cut.
• Partner with IT on the systems needed for reliable reporting, and with Finance to confirm reports are built on the right underlying data.
• Use AI tools such as Claude to speed up report building, data analysis, and dashboard creation, applying good judgment to check outputs before they reach leadership.
• Contribute reporting and analysis to executive and board level materials as requested.
Cross Platform Reporting and Systems Integration
• Partner with IT and Finance to build unified reporting structures that give Fortify leadership consistent, comparable data across Insurcomm, Rytech, and future acquisitions.
• Support the integration of newly acquired businesses into Fortify’s CRM and reporting systems, working across teams to align data structures, definitions, and key metrics.
• Spot inconsistencies in how each platform defines and tracks core revenue metrics, such as bookings, pipeline stages, and commission structures, and drive standardization where you can.
• Maintain a single source of truth for cross platform performance reporting so leadership can see consolidated results without manual reconciliation across systems.
• Own day to day administration of Fortify’s CRM (HubSpot), including user setup, data hygiene, and troubleshooting.
• Coordinate with Customer Intake to keep referral source data clean and accurate, flagging referral trends and opportunities to sales leadership.
• Monitor CRM adoption across the sales and intake teams and flag gaps in data entry or process adherence.
• Support ongoing CRM configuration changes, including fields, workflows, and reporting dashboards.
• Own the sales team commissions process, calculating commissions accurately and on schedule each pay cycle, and researching and resolving discrepancies with sales leadership and Finance.
• Maintain documentation of commission plans and calculation logic, and flag plan issues or edge cases to the Chief Commercial Officer.
• Oversee RocketLevel, a third party vendor currently covering inside sales for regional commercial accounts.
• Monitor RocketLevel’s performance against agreed service levels and escalate issues as needed.
• Partner with the Chief Commercial Officer to build a supplemental internal inside sales function, and take direct ownership of managing inside sales as it grows.
Process and Cross Functional Support
• Document Revenue Operations processes, including CRM workflows, commission calculation steps, and reporting procedures.
• Support onboarding of new sales and intake team members on CRM and process expectations.
• Provide ad hoc analysis and support to the sales teams on projects across sales, intake, and marketing.
• Look for opportunities to use AI tools to streamline recurring Revenue Operations tasks such as report generation, data cleanup, and documentation.
• Lead select process improvement projects from start to finish, from identifying the gap through implementation and adoption.
Perform other duties as assigned to support the needs of the team and business.