Maintain accurate pipeline data to ensure reliable dashboards, reports, and business review insights.
Collaborate with sales teams to keep sales data clean, complete, and up to date.
Develop and maintain end-to-end sales process documentation and workflow diagrams.
Review opportunities from Scoping to Proposing, validating estimation files, proposals, and supporting documents before Commercial approval.
Validate closed deals by confirming contracts or client POs are complete before final closure.
Participate in weekly sales and operations meetings to identify issues, follow-ups, and cross-team dependencies. Capture action items and ensure timely resolution through coordinated communication with relevant stakeholders.
Support sales onboarding by providing tools, training, and guidance on processes and CRM best practices.
Pipeline To Revenue Process
Monitor and manage the end-to-end pipeline-to-revenue process, ensuring that opportunities move accurately through each sales stage gates.
Track pipeline metrics to identify bottlenecks, forecast revenue, and align sales activity with financial outcomes.
Collaborate with Sales, Finance, and Delivery teams for smooth handover, resource planning, and timely revenue recognition.
Reporting & Analysis
Produce, prepare and deliver weekly or monthly sales and financial reports, consolidating data from Salesforce and from other business systems.
Perform ad hoc analyses to answer specific business questions, investigate anomalies, and support decision-making.
Review dashboards and reports to ensure data accuracy, investigating and resolving discrepancies promptly.
Provide insights on performance trends, collaborative forecasting, and key commercial metrics to support leadership decision-making.
Core Competencies
CRM Proficiency - Knowledge in Salesforce and / or Hubspot, including pipeline management, reporting, data hygiene, and opportunity tracking to support sales operations.
Data Analysis & Reporting Skills- Proficiency in Excel spreadsheet and familiarity with tools such as PowerPoint and Word for creating clear, insight-driven reports and presentations.
Stakeholder Management- Ability to engage, coordinate, and influence cross-functional stakeholders—ensuring alignment and timely information flow.
Results-Driven Team Support- Demonstrated passion for supporting commercial teams, enabling success through accurate reporting, operational support, and proactive collaboration.
Time Management & Attention to Detail- Ability to manage multiple priorities, meet time-sensitive deadlines, and deliver accurate work with a strong sense of urgency.
Problem-Solving & Critical Thinking - Skilled in identifying issues, analyzing root causes, and ability to work through ambiguity with sound judgement.
Organizational & Interpersonal Skills- Capable of managing structured workflows, maintaining documentation, and interacting effectively with diverse teams.
Adaptability in a Dynamic Environment- Comfortable working in fast-paced settings with shifting priorities. Able to quickly adjust to new tools, processes, and business needs.
English Language Proficiency- Oral and written English communication skills required for drafting business documents, reports, and stakeholder correspondence.
Flexibility & Willingness to Take On Additional Tasks- Readiness to support special projects, ad hoc analyses, and operational requests as the business evolves.
