• Evaluate, refine, and document sales workflows to ensure efficiency and consistency. • Identify bottlenecks and implement solutions to shorten the sales cycle. • Partner with leadership to design and roll out scalable processes as the organization grows. • Manage and maintain document and process integrity (e.g. Sharepoint) • Own day-to-day management and optimization of the CRM system (Salesforce). • Ensure pipeline accuracy, data integrity, and adoption across all sales teams. • Build and maintain dashboards for leadership to track KPIs, pipeline health, and performance. • Support quarterly and annual forecasting processes with data-driven insights. • Conduct win/loss analysis and trend reporting to inform strategic planning. • Support onboarding of new sales hires with process training and tool setup. • Develop training guides, playbooks, and resources to drive consistency across the team. • Collaborate with Marketing to ensure lead management, campaign tracking, and attribution are seamless. • Partner with Finance on sales compensation tracking, quota setting, and revenue reconciliation. • Work with Execution & Delivery team and Operations to align handoffs and customer lifecycle processes. • Evaluate, implement, and manage sales technology stack (automation, enrichment, enablement tools). • Continuously identify opportunities to streamline workflows through automation and integrations. • Provide ad hoc analysis and insights to support sales strategy initiatives. • Lead or support special projects such as territory planning, account segmentation, or incentive design. • Act as a trusted advisor to sales leadership on operational improvements.