In this position you will be responsible for:
1. Executive & Board Reporting (Primary support to the CRO)
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Own the creation and continuous improvement of all recurring revenue-related reporting packages for the Management Team and Advisory/Board of Directors.
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Deliver accurate, insightful, and visually compelling monthly/quarterly business reviews (MBRs/QBRs), board decks, and ad-hoc analyses.
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Translate raw data from CRM, ERP, billing systems, and other sources into clear executive narratives, including pipeline health, win/loss trends, quota attainment, forecast accuracy, and key revenue metrics.
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Proactively identify risks/opportunities in the numbers and provide recommendations to the CRO.
2. Sales Process Standardization & Governance
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Design, document, and enforce a single, consistent sales methodology and process framework across all business units, geographies, regions, entities, and product lines.
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Maintain the global sales guidelines, stage definitions and discounting guidelines.
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Partner with Sales Enablement and sales leaders to drive adoption and compliance.
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Regularly audit deals and opportunities in the CRM to ensure process adherence
3. Data Quality & Integrity Enforcement
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Act as the “data police” for the revenue organization: aggressively chase sales reps, managers, and other stakeholders when data is missing, outdated, implausible, or inconsistent.
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Implement and monitor daily/weekly data hygiene routines (e.g., stale opportunities, missing close dates, incorrect amounts, unassigned accounts).
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Run exception reports and dashboards; follow up directly (teams, email, calls, or meetings) until issues are resolved.
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Establish and track data-quality SLAs and hold individuals accountable.
4. CRM & Systems Ownership
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Serve as a super-user for the CRM (HubSpot) and connected tools.
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Drive user adoption, cleanliness, and best-practice configuration.
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Collaborate with Finance on definitions, calculation methods and system integrations and enhancements.
5. Forecasting & Pipeline Management Support
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Support the CRO in building and continuously refining the weekly commit forecast.
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Perform pipeline analytics, velocity metrics, and slippage/trend analysis.
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Flag deals at risk and coordinate cross-functional escalation when needed.
6. Additional Operational Support
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Manage sales territory and quota setting processes in collaboration with Finance and Compensation.
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Support annual planning, compensation plan design, and quota allocation.
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Lead or contribute to cross-functional revenue projects (new product launches, market expansions, M&A integration, etc.).
