Systems & Data Infrastructure:
- Own CRM configuration end to end — sales stages, entry/exit criteria, account and vertical ownership, opportunity and lead logging discipline.
- Own the broader GTM tech stack: evaluate, consolidate, and manage tools with a constant eye on cost and utilization.
- Ensure account ownership and handoff structures are accurately reflected in systems.
Analytics, Reporting & Forecasting:
- Build and own the recurring reporting cadence — pacing, pipeline, renewals, expansion, top-of-funnel — in a format that's fast to produce and easy to act on.
- Own pipeline and revenue forecasting, surfacing risk and opportunity early.
- Establish baseline metrics and dashboards to measure process change effectiveness.
Process, Documentation & Enablement:
- Document and maintain core operating processes across sales, marketing, and customer-success operations.
- Own the enablement backbone: organize onboarding materials, content, and sales assets for easy access.
- Act as connective tissue across sales ops, marketing ops, and revenue ops to ensure consistent processes.
AI-Driven Continuous Improvement:
- Serve as the Growth org's hands-on AI practitioner, identifying and shipping AI-driven improvements to reporting, forecasting, content operations, and enablement.
- This is a core requirement: we're looking for a genuine, active user of AI tools who can point to real workflows built or improved.