About the Role
Role details below.
Responsibilities
- Own and optimize sales and customer success processes from account assignment, opportunity management, forecasting, to close won through onboarding, adoption, renewals, expansions, and churn management
- Ensure data accuracy of pipeline and opportunity data, including accounts, contacts, sales stages, forecast categories, ACV, product details, health scores, activities, etc.
- Maintain and improve standardized pipeline, bookings, and forecast reporting for sales performance
- Create customer success dashboards, reports, and analysis to manage metrics such as ARR, retention, NRR/GRR, expansion, churn, health score, product usage, etc.
- Support territory coverage and account ownership models. Manage updates and ensure clean execution across relevant systems.
- Analyze trends across the revenue funnel and customer lifecycle to identify risks, opportunities, and levers for growth
- Turn complex data into clear, actionable insights and recommendations for revenue leadership
- Partner with leadership to ensure alignment across GTM (Marketing, Sales, Channel, and Customer Success) of objectives, processes, handoffs, and ownership
- Provide day-to-day support for internal users. Troubleshoot issues, answer process questions, resolve data problems, and handle operational requests with clear SLAs.
- Support forecasting and planning across the customer lifecycle, from new business through renewals and expansion. Collaborate with Finance to ensure alignment across metrics and performance.
- Evaluate, implement, and optimize tools used by Sales and Customer Success (sales engagement, intent, enrichment, etc.), ensuring strong adoption and measurable impact
- Create and maintain documentation, training, and how-to guides to drive adoption and consistency in tools and processes
