Partner with Sales, SDR, and Partner teams to optimize CRM workflows, improve sales processes, administer PandaDoc, support revenue tools, and execute cross-functional operational initiatives.
Own the administration, maintenance, and continuous improvement of the CRM, ensuring data integrity, process consistency, and user adoption.
Identify opportunities to automate manual processes and improve operational efficiency across the revenue organization.
Design and deliver monthly Sales Enablement training sessions in partnership with Sales leadership, including topic selection, presentation development, and training delivery.
Own the monthly sales commission calculation process within Remuner, ensuring accuracy and compliance with compensation plans.
Partner with the Finance team to ensure timely and accurate commission disbursements.
Own the Monthly Recurring Revenue (MRR) reporting process and prepare recurring management reports to provide visibility into revenue performance.
Build, maintain, and enhance dashboards and reports that support sales performance, pipeline visibility, forecasting, and executive decision-making.
Support ad hoc Request for Proposal (RFP) responses and other strategic initiatives as needed.
Serve as the primary point of contact for Account Executives and other revenue team members on CRM, compensation, sales tools, reporting, and operational processes.
Collaborate across Sales, Finance, Customer Success, Partnerships, and Leadership to document, standardize, and continuously improve revenue operations processes.
