Core Responsibilities

• Own day-to-day CRM updates, hygiene, workflow setup, and process adherence.

• Manage follow-ups post Founder/CEO calls—logging next steps, nudging stakeholders, and tracking movement.

• Prioritise accounts, leads, and opportunities based on deal value, stage, and likelihood to close.

• Build and maintain reports/dashboards for pipeline visibility, forecasting, and activity tracking.

• Set up automations (email cadences, reminders, deal stage triggers) to improve efficiency.

• Assist with sales documentation: call notes, proposals, contract organization, templates.

• Support handoffs between SDR → Founder → Ops by ensuring timely information flow.

• Maintain lead buckets, segmentation, and categorization in CRM.

• Coordinate internally across teams (Service, Product, Finance) for deal readiness and onboarding.