Own CRM administration, ensuring data accuracy and integrity.
Optimize CRM workflows, troubleshoot issues, and manage system integrations.
Train teams on CRM best practices and data hygiene.
For Senior Analyst: Lead CRM enhancements, evaluate new tools, and drive automation strategy.
2. Data Analytics & Revenue Reporting
Develop/Maintain dashboards and reports to track sales pipeline, conversion rates, sales length cycle, and revenue performances.
Provide real-time performance insights to leadership for strategic decision-making.
Support forecasting efforts by analyzing sales trends and pipeline velocity.
For Senior Analyst: Develop predictive models and provide strategic insights to optimize revenue processes.
3. Sales Ops Process Management, Optimization & Automation
Support the sales team by ensuring a smooth enrolment process for learners, including tracking learner payments to ensure timely collection and management of learner contracts to ensure compliance and proper documentation.
Identify inefficiencies in sales processes and suggest improvements.
For Senior Analyst: Lead process transformation initiatives and drive continuous improvement.
4. Marketing & Learner Success Collaboration
Work with marketing to measure campaign performance and refine targeting strategies.
Ensure Marketing Qualified Leads (MQLs) are effectively nurtured and converted into Sales Qualified Leads (SQLs).
Track and refine campaign performance based on conversion data.
Align learner onboarding & retention processes with revenue objectives.
For Senior Analyst: Act as a key business partner to sales and marketing leads.
5. Performance Tracking & GTM Strategy Support
Define and track KPIs across sales and marketing teams.
Support strategic planning by analyzing market trends and competitor benchmarks.
Act as a liaison between sales, marketing, and program teams to ensure smooth operations.
For Senior Analyst: Drive strategic alignment, influence leadership, and recommend process optimizations.
6. Event Management Support
Assist with event logistics and coordination for in-person and virtual outreach events, including collaborating with the marketing team for EDM creation.
Liaise with trainers and speakers to ensure content is well-curated and delivered effectively.
Manage event registrations, attendee tracking, and post-event follow-ups.
Work closely with sales and marketing to maximize lead generation from events.