- Coordinates sales forecasting, planning, and budgeting processes used within the sales organization. Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency in the sales organization’s planning efforts.- Supports the equitable assignment of sales force quotas and ensures quotas are optimally allocated to all sales channels and resources. - Works to ensure all sales organization objectives are assigned in a timely fashion.- Proactively… Show more - Coordinates sales forecasting, planning, and budgeting processes used within the sales organization. Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency in the sales organization’s planning efforts.- Supports the equitable assignment of sales force quotas and ensures quotas are optimally allocated to all sales channels and resources. - Works to ensure all sales organization objectives are assigned in a timely fashion.- Proactively identifies opportunities for sales process improvement. Works closely with sales management to inspect sales process quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement. - Monitors the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed. - Implements enabling technologies, including CRM, to field sales teams. Monitors the assigned sales organization’s compliance with required standards for maintaining CRM data. Works closely with sales management to optimize the effectiveness of the firm’s technology investments.- Coordinates training delivery to sales, sales management, and sales support personnel in the sales organization supported. - Provide input to senior leadership in the development and administration of sales incentive compensation programs. - Working with Accounting, Finance, and Human Resources, provides assistance with sales incentive compensation administration on an as-needed basis, or when required to arbitrate or clarify the application of sales compensation program policies and procedures. - Directs and supports the consistent implementation of company initiatives. - Builds strong internal-company relationships with other key management personnel. Show less

- Maintain the database to a high level of integrity. This includes arranging and overseeing regular data audits and cleaning.- Monitor report & resolve functional and non-functional errors and problems with the CRM system.- Data protection compliance, managing user access to ensure confidential data is only accessible to authorized members of staff.- Develop and regulate standard searches to provide information required by different teams within the organization. - Coordinate… Show more - Maintain the database to a high level of integrity. This includes arranging and overseeing regular data audits and cleaning.- Monitor report & resolve functional and non-functional errors and problems with the CRM system.- Data protection compliance, managing user access to ensure confidential data is only accessible to authorized members of staff.- Develop and regulate standard searches to provide information required by different teams within the organization. - Coordinate information requirements through regular dialogue with user groups to ensure that information is being collected efficiently and consistently. - Manage segmentation of customers for marketing and fundraising purposes by the effective use of categorization, tick boxes, and other design tools. - Implement other categorization mechanisms, such as campaign, funding source and referral source to provide deeper analysis for recruitment and fundraising teams. - Develop and maintain database back-up and restore procedures and periodically test them. Show less