1. Evaluate and provide input on CRM workflows, sales processes, and automation logic using Salesforce, HubSpot, and other leading platforms.
2. Document current sales operations practices, identifying pain points and opportunities for process improvement.
3. Contribute real-world examples, scenarios, and feedback reflecting best practices in CRM operations and sales enablement.
Preferred Qualifications
1. 3+ years of hands-on experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot.
2. Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
3. Track record of optimizing sales processes, implementing automations, and managing CRM data integrity.