Ensure smooth progression from closed-won to revenue by managing client setup, PO tracking, order processing, billing coordination, and internal handoffs.
Maintain CRM accuracy and support end-of-deal (EOD) tasks to drive pipeline integrity.
Serve as a key user of Microsoft Dynamics (MSD) to resolve opportunity issues, submit POCRs, create and follow up on help tickets, and address order or billing concerns across platforms.
Microsoft DynamicsPower BICRMSales OperationsExcel
Builds strong customer relationships and promotes current and future capabilities.
Consistently delivers valuable insight and demonstrated expertise.
Supports the reconciliation of customer Purchase Orders and provides accurate order forecasting.
IDEX makes mission-critical components used in everyday activities. They have over 40 diverse businesses around the globe and are publicly traded on the NYSE (IEX).
Maintain our CRM data model in HubSpot, ensuring clean object relationships, consistent field architecture, and scalable structure as we grow.
Build and maintain data pipelines that connect external sources into our CRM and establish data governance standards and ensure data quality across all revenue systems.
Evaluate, implement, and optimize AI tools that enhance sales productivity and build automated workflows that reduce manual work for reps.
Instrumentl is a mission-driven startup that helps the nonprofit sector to drive impact, and they’re well on their way to becoming the #1 most-loved grant discovery and management tool. They are a hyper growth YC-backed startup with over 4,000 nonprofit clients and are building the future of fundraising automation.
Evaluate, refine, and document sales workflows to ensure efficiency and consistency.
Ensure pipeline accuracy, data integrity, and adoption across all sales teams.
Support quarterly and annual forecasting processes with data-driven insights.
Industrial Electric Mfg. (IEM) is the largest independent full-line manufacturer of custom power distribution systems in North America. Founded more than 75 years ago in Fremont, California, IEM grew alongside Silicon Valley and today operates over 1.7 million square feet of manufacturing capacity.
Generate, review and process accurate estimates, sales orders, and invoices using Zoho Books
Manage cases in Zoho CRM, ensuring they move through the sales cycle in an efficient and timely manner
Work across all Atrium departments to streamline business practices and efficiencies
Atrium Campus provides campus card management solutions reimagined for the mobile generation for the higher education, senior living, corporate and government markets. They appear to be a well-established and profitable company.
Support stations/regions efforts to drive revenue and deliver customer service both internally and with clients
Execute broadcast and digital order entry and perform order maintenance throughout the campaign flight
Coordinate with agency and station/regions account managers to resolve any billing discrepancies
NBCUniversal is a leading media and entertainment company creating world-class content distributed across film, television, and streaming. They bring content to life through global theme park destinations, consumer products, and experiences, and are a subsidiary of Comcast Corporation.
Serve as the HubSpot reporting expert and owner of revenue performance dashboards
Build and maintain reports across the full funnel including lead conversion, pipeline health, win rates, deal velocity, retention, and churn
Own the monthly Sales and CX commission process end-to-end, ensuring accurate and timely payouts
EasyLlama is transforming the HR compliance industry through engaging and interactive training solutions adapted for the mobile-first generation. They aim to partner with organizations to reduce employee risk and foster a more inclusive environment, and they are trusted by over 5,000 clients.
Ensure HubSpot pipeline is accurate and actionable.
Drive a consistent, high-quality proposal/SOW process.
Improve forecast visibility and sales execution.
Lazer Technologies is a digital product studio with 180+ senior engineers and designers. They have a strong community through regular events and offer competitive compensation.
Manage and maintain connections across the GTM tech stack.
Build and optimize Salesforce Flows and automation.
Headspace provides on-demand access to behavioral health coaching, video therapy, video psychiatry and self-guided content. Their B2B business supports 4,000+ enterprises and 50+ million covered lives, and they foster a collaborative, inclusive, and human-centered culture.
Manage first level CRM support and consulting for sales related initiatives.
Create, improve, implement and enforce sales operational processes, governance and policies.
Support master data management efforts; ensuring data cleanliness.
LGC possesses over 180 years of scientific heritage and has operations in 14 countries. Our products and services are integral to the industries that safeguard our food, water, medicine, and environment. We address global health challenges, pioneer precision medicine, and advance the safety and sustainability of our food, medicines and environment.
Administration & maintenance of our CRM system (HubSpot).
Support in creating offers in cooperation with Legal, Finance and Compliance.
Maintenance of customer data and creation of sales documents.
CREALOGIX, a Vencora group member, is a leading provider of digital banking and financial technology solutions. With a team of 380 dedicated employees, they have been driving digitization in the financial sector for over 25 years, assisting organizations in enhancing digital customer experiences.
Manage inbound lead flow effectively to convert into qualified sales pipeline.
Build a target account strategy to pinpoint ideal customers using firmographic data, intent signals, and key personas.
Customize proposals that speak to ROI, compliance impact, and long-term value.
EasyLlama is transforming the HR compliance industry by reinventing outdated and uninspiring training solutions and adapting them for the mobile-first generation. Their engaging, fun, and interactive training helps millions of employees worldwide build a safer, more positive, and inclusive workplace.
Administer and maintain the CRM, including users, stages, fields, and data hygiene.
Own pipeline structure and ensure consistent use of sales stages and required fields.
Build and maintain standard sales dashboards and reports.
SaaS Talent is a recruiting company with 20+ years of experience in SaaS and Hi-Tech. They help companies scale and transform their business, offering assistance with sales, marketing, operations, hiring, and funding.
Own end-to-end revenue execution and data integrity across Marketing, Sales, and Customer Success.
Produce accurate revenue forecasts aligned with VP Sales & CS.
Own commission and bonus calculations for Sales and Customer Success.
SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, delivering personalized sales calls, demos, and follow-ups in real time and multiple languages. It is a close-knit operation with amazing growth opportunities for personal development.
Governs complex, high-value, and non-standard sales opportunities.
Manages collaboration with stakeholders, including Legal, Pricing, and Compliance.
Identifies issues, bottlenecks, and gaps in deal execution, recommending improvements.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and corporate headquarters are in Dublin, Ireland.
Work alongside the GTM Leadership teams to review existing workflows and recommend improvements
Manage and prioritize implementation of key projects including scoping of requirements, writing business requirement documents, collaborating with cross functional teams, and working alongside the business systems team to build, test and roll out new processes
Manage and maintain the sales technology stack, ensuring data integrity and system efficiency, and owning vendor relationships
Docker makes app development easier, allowing developers to focus on their priorities. They are a remote-first team spanning the globe, uniting a passion for innovation and great developer experiences, and they have over 20 million monthly users.
Uncover new business opportunities with existing clients and grow accounts within the assigned territory.
Coordinate and prepare Strategic Business Reviews (SBRs) by compiling necessary client data, preparing presentation materials, and organizing prep sessions for the pod members.
Generate quotes by sourcing product costs and overseeing the order process from creation to client approval and follow-up.
Intelligent Technical Solutions delivers technological solutions and supports its clients. They value a strong cultural fit and offer opportunities for career advancement.
Analyze and refine end-to-end sales process to improve efficiency.
Assist in troubleshooting operational issues and propose changes to systems.
Create and update quotes, maintain pipeline in Salesforce, and audit data.
Automox is a cloud-native IT operations platform for modern organizations, enabling configuration, patching, and security for every endpoint. They are trusted by more than 2,500 leading companies and MSPs worldwide and earned Automox four straight quarters of record growth.
Architect, develop, and regularly produce key metrics, reporting, and actionable insights to evaluate and optimize the performance of revenue teams across the customer lifecycle
Conduct deep-dive analyses to understand root causes, identify blind spots, and improve detection of growth opportunities
Act as the "source of truth" for the business. You will perform deep-dive audits of workflow, commission calculations, and funnel conversion to identify and fix data gaps before they impact the bottom line
Medely is a high-growth series-C technology start-up reimagining the future of healthcare work by providing an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative, and entrepreneurial individuals, they are dedicated to redefining the way healthcare workers and facilities work together to provide for patients.
Own revenue from qualified lead through successful implementation.
Close high-quality employer partners who see PeopleJoy as a strategic workforce solution.
Drive predictable revenue growth and ensure every closed deal launches successfully.
PeopleJoy helps employees manage student loan debt to improve their financial well-being and reduce workplace stress. They aim to be a strategic workforce solution for employers, focusing on predictable revenue growth and successful deal launches.
Own the planning, coordination, and execution of billing-related initiatives.
Coordinate intake, testing, approvals, and deployment of billing communication updates.
Manage and prioritize billing-related incident tickets, partnering with IT and vendors.
Brightspeed provides fast, reliable internet connections and customer experience in twenty states throughout the Midwest and South. They are backed by funds managed by Apollo Global Management and are upgrading copper to fiber optic technologies to traditionally underserved rural markets.