• Drive fast, consistent post-meeting follow-ups, materials, and next steps • Prepare pre-call research and customize decks for prospects • Manage outreach and follow-up cadences to keep deals warm during long sales cycles • Use AI tools to draft, refine, and personalize prospect communications • Partner with Marketing and internal teams to surface relevant proof points and case studies • Keep CRM (Attio) and project management systems (ClickUp) clean, current, and reliable • Ensure meeting notes, action items, and deal updates land in the right systems • Flag pipeline gaps, stalled deals, and overdue next steps early • Track lead sources, attribution, and campaign performance to support forecasting • Manage calendar logistics for sales meetings, QBRs, and client check-ins • Coordinate conference preparation and post-event follow-ups • Support cross-functional coordination to keep contracts, deliverables, and internal workstreams on track • Maintain and update sales collateral and client-facing materials • Support nurture sequences and ongoing touchpoint schedules • Coordinate case study development and client storytelling • Assist with webinar logistics and post-event outreach