Responsibilities
- Lead and coordinate recurring forecast and pipeline review meetings
- Ensure accurate historical close dates within the sales pipeline
- Maintain and enhance the precision of sales stage classifications
- Track and manage the duration of opportunities to prevent stagnation
- Monitor instances where deal closures are delayed or moved
- Identify and resolve missing follow-up actions or unassigned ownership
- Improve forecast reliability by reviewing and questioning underlying assumptions
- Collaborate with sales and client-facing teams to uncover risks and escalation needs
- Create uniform forecasting methods, oversight practices, and reporting standards
- Measure and evaluate forecast outcomes and accuracy patterns over time
- Partner with CRM and data analytics units to increase transparency into deal progression
- Support the rollout of forecast classifications, likelihood models, and pipeline controls
- Promote consistent use of defined sales stages and operational workflows
