Frequency
Increasingly Common in Growing Businesses.
Often one of the first hires when the sales team starts to outgrow informal spreadsheets and needs better systems, data, and process discipline.
Industry Zones
Daily Plan
Manage and optimize CRM systems (Salesforce, HubSpot, Pipedrive)
Generate sales reports, forecasts, and dashboards for leadership
Ensure data integrity across leads, opportunities, and pipeline stages
Support the sales team with tools, templates, and tech troubleshooting
Analyze sales processes for bottlenecks and recommend improvements
Develop and document workflows and sales enablement materials
Collaborate with finance, marketing, and customer success to ensure smooth handoffs and accurate reporting
Monitor compensation plans, quotas, and performance metrics
Core Requirements
Strong proficiency with CRM systems and sales tools
Analytical mindset — comfortable with data and reporting
Process-driven and detail-oriented
Excellent collaboration and communication skills
Proficiency with Excel or Google Sheets, plus reporting tools like Tableau or Looker
Familiarity with lead scoring, funnel analysis, and sales enablement
