Responsibilities
- Analyze the sales funnel to understand where deals stall or drop off.
- Investigate and address “failed starts” — closed-won deals that don’t start properly
- Provide leadership with data and insights on pipeline health, conversion, and deal velocity.
- Build sales collateral (presentations, PDFs, case studies, videos) and test new approaches.
- Figure out what sales needs to close more deals - the more creative the better
- Translate learnings into sales playbooks for messaging, objection handling, and deal management.
- Create onboarding playbooks that ensure a consistent, high-quality client experience.
- Develop tailored resources that accelerate adoption and reduce post-sale failures.
- Improve handoffs between sales, onboarding, and customer success.
- Shadow and join client calls to refine approaches and codify best practices.
- Review deals that don’t start and understand why they failed to begin with
- Work with operations to improve how talent is staffed — faster matching, fewer mis-hires, better fit.
- Build staffing playbooks that systematize best practices for deployment speed and accuracy.
- Improve talent-matching accuracy to reduce mis-hires and delays.
- Analyze churn data, translate insights into retention strategies, and codify them into scalable playbooks.
- Equip CSMs with proactive training materials, guides, and client-facing resources.
- Support clients in learning how to maximize their assistants and reduce reliance on reactive support.
- Analyze churn, highlight risks, and design retention strategies in collaboration with leadership.
- Codify insights into customer success playbooks that scale.
- Track and report performance across sales, onboarding, activation, and retention.
- Highlight key risks, opportunities, and recommended experiments.
- Provide clear insights and recommendations to founders, ensuring fixes become scalable playbooks.
Requirements
- Analytical and structured — spot patterns in funnel data and turn insights into solutions.
- Hands-on builder — you don’t just suggest ideas; you create collateral, guides, and playbooks yourself.
- Entrepreneurial operator — thrive in ambiguity, think like a founder, and move quickly to fix problems.
- Communicative — comfortable joining and leading client calls, with strong presence in front of executives.
- Adaptable — thrive in a fast-paced environment with shifting priorities.
- Tool-savvy — proficient with productivity and CRM tools (Asana, HubSpot, Pipedrive, Airtable, Clickup, Monday.com, Notion etc.)
Nice to Have
- Startup or entrepreneurial experience — familiar with building from scratch.
- Consulting background — structured approach to strategy and operations.
- SQL knowledge — ability to query and analyze data directly.
- Design skills (Canva/graphic design) — to create professional, client-facing materials.
- Strong presentation skills and executive presence with senior clients.
