<meta charset="utf-8" /> <h3 dir="ltr"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Core Responsibilities</b></h3> <ul> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Own day-to-day CRM updates, hygiene, workflow setup, and process adherence.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Manage follow-ups post Founder/CEO calls&mdash;logging next steps, nudging stakeholders, and tracking movement.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Prioritise accounts, leads, and opportunities based on deal value, stage, and likelihood to close.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Build and maintain reports/dashboards for pipeline visibility, forecasting, and activity tracking.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Set up automations (email cadences, reminders, deal stage triggers) to improve efficiency.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Assist with sales documentation: call notes, proposals, contract organization, templates.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Support handoffs between SDR &rarr; Founder &rarr; Ops by ensuring timely information flow.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Maintain lead buckets, segmentation, and categorization in CRM.</b></p> </li> <li aria-level="1" dir="ltr"> <p dir="ltr" role="presentation"><b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Coordinate internally across teams (Service, Product, Finance) for deal readiness and onboarding.</b></p> </li> </ul> <b id="docs-internal-guid-7f47b60e-7fff-95e0-4ef3-4004fb77d6fd">Spot gaps in data, processes, or tooling and proactively recommend improvements.</b><br /> &nbsp;