The posting
Core Responsibilities
- Own day-to-day CRM updates, hygiene, workflow setup, and process adherence.
- Manage follow-ups post Founder/CEO calls—logging next steps, nudging stakeholders, and tracking movement.
- Prioritise accounts, leads, and opportunities based on deal value, stage, and likelihood to close.
- Build and maintain reports/dashboards for pipeline visibility, forecasting, and activity tracking.
- Set up automations (email cadences, reminders, deal stage triggers) to improve efficiency.
- Assist with sales documentation: call notes, proposals, contract organization, templates.
- Support handoffs between SDR → Founder → Ops by ensuring timely information flow.
- Maintain lead buckets, segmentation, and categorization in CRM.
- Coordinate internally across teams (Service, Product, Finance) for deal readiness and onboarding.
Spot gaps in data, processes, or tooling and proactively recommend improvements.



