Oversee building, documenting, and optimizing of sales, engagement, and customer service processes.
Build dashboards that flag anomalies, bottlenecks, and forecast pipeline risk.
Own monthly, quarterly, and annual sales planning including productivity drivers.

Cross Functional Alignment:

Deliver market insights and competitive analysis using AI-assisted analysis.
Engage and align with field, product, and technology leaders to optimize processes.
Orchestrate field, marketing, and operational alignment through documented workflows.

Process Optimization:

Build AI-powered workflows to compress cycle time and auto-route submissions.
Design integrations across Salesforce, Hubspot, and Intercom to reduce manual data entry.
Build controls to ensure consistent system usage by internal and external stakeholders.

Sales Enablement & AI Integration:

Evaluate and deploy AI tools to eliminate repetitive workflows and increase team capacity.
Provide reporting and insights into performance drivers to stakeholders.

Counterpart

Counterpart is a management liability insurance platform that uses advanced technology to measure and mitigate risk for small businesses. They are a growing startup committed to building a welcoming and inclusive workplace.

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