Sales Operations Representative Iii
Current- Develop and prepare presentations with Sales Leaders for prospective clients to promote products/services & engage potential clients' buy-in- Provided regular reporting on CRM performance to leadership team and high-level executives- Preparation of the biweekly forecast datao Includes prep calls with the Regional Sales Leaderso Ad hoc calls with individual Sales reps to ensure alignment to the forecast datao Ensure accuracy of the data being presented in calls:- Sales stage, Probability to close and Valuations- Support for SVP Global Saleso QBR data prepo Sales Forecastingo Ad hoc requests for reports/data from Hubspoto Sales Performance Data and tracking- Including communications sent to individual Sales repso Account/Pipeline reviews- Work with IT on any system level improvements to implement forecasting processo Hubspot adjustments specifically- Work with accounts team on uploading and monitoring invoices.