Provide hands-on, deal-level support in Salesforce and CPQ. You’ll be the go-to person for sales process questions in your patch — troubleshooting stuck deals, supporting lead routing and lead-to-cash, and running pipeline QA so we catch and address issues before they escalate.
Become the expert on our product portfolio and end-to-end process. From the simplicity of Apex Invest subscriptions through to the complexity of Fund Administration engagements, you’ll know the product suite and the full opportunity lifecycle well enough to be trusted with any question, from any seller.
Drive Salesforce hygiene and data governance. You’ll own the discipline that keeps sales data accurate — the foundation everything else sits on, from forecasting and pipeline health to executive reporting and governance routing.
Build reporting and insight as required. You’ll help build dashboards, reports, and performance metrics for reps, managers, and executives, and go a step further by surfacing recommendations based on what the data is telling you.
Feed the enablement engine. You’ll partner with Sales Enablement to provide feedback of what you see on the ground into onboarding materials, process guides and training content that reflect how the job is really done.
Connect across the business. You’ll work cross-functionally with Marketing, Product Management, Business Operations, Enablement, Customer Success and Finance to keep the sales motion aligned end to end.