Role Overview

Your primary objective is to be an essential part of the deal generation process, ensuring that every prospect moves smoothly and efficiently from lead to close. You’ll manage the operational backbone that keeps the deal pipeline moving, from pre-qualification and meeting preparation to maintaining sales assets and supporting client onboarding.

This role involves handling all the behind-the-scenes tasks that enable the sales and lead generation teams to focus on building relationships and closing deals. Your work will ensure that every deal is properly tracked, prepared, and supported through each stage of the process.

Method

You’ll collaborate closely with the Lead Generation and Sales teams to keep every stage of the pipeline organised, documented, and up to date.

Your responsibilities include:

Preparing discovery and qualification materials within one working within KPI timeframes.
Creating first versions of and updating proposal or sales decks within one working day of deal status changes
Rescheduling meetings in the event of cancellations and ensuring all relevant stakeholders are notified and updated in the calendar and CRM
Managing each client’s workspace in Notion, ensuring all pages, documentation, and resources are kept up to date, relevant, and easy to navigate
Assisting with the management of each client’s Google Workspace, including keeping shared Drives tidy, monitoring email inboxes, and responding to queries where possible and relevant
Managing light automations and developing automated processes to streamline the deal generation and closing process with support of team members.
Managing each client’s GPTs, ensuring they are up to date, properly configured, and functioning effectively to support the deal generation process with support of team members.
Conducting monthly audits of all client sales assets to confirm completeness and relevance
Managing operational updates to Notion, SOPs, and process documentation
Supporting client onboarding setup and ensuring documentation is complete and consistent

More details here https://docs.google.com/document/d/1KISH8N0Tbv_tvjZHezO7jOXgsaAxQQ4YyIZBx1EZ8Wo/edit?usp=drivesdk

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