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About the role
Key responsibilities & impact- Support CRM and sales transformation pursuits by contributing to proposals, RFP responses, client discussion materials, and solution narratives.
- Conduct secondary research, benchmark analysis, and market scan activities to support CRM modernization and sales effectiveness offerings.
- Contribute to development of reusable assets, accelerators, playbooks, and point-of-view materials on CRM adoption, sales process standardization, and digital selling enablement.
- Support preparation of executive presentations, workshop materials, and client-facing deliverables to communicate transformation opportunities and recommendations.
- Assess sales processes, CRM usage, data quality, lead management, opportunity management, account planning, pipeline governance, forecasting, and performance reporting practices.
Requirements
What you’ll need- 5+ years of experience in CRM transformation, sales transformation, commercial excellence, sales operations, customer engagement transformation, or digital transformation.
- Consulting experience is desired
- Strong understanding of lead management, opportunity management, pipeline governance, account planning, forecasting, customer data, and sales performance metrics.
- Hands-on exposure to CRM platforms, sales analytics, workflow automation, sales enablement tools, or sales process redesign.
- Strong analytical, communication, stakeholder coordination, documentation, and project management skills.
Benefits
Comp & perks- Health and wellness packages
- Professional development opportunities
- Flexible working environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales Process RedesignOpportunity ManagementPipeline GovernanceAccount PlanningForecastingData Quality AssessmentSales Performance MetricsMarket AnalysisBenchmark AnalysisDigital Selling Enablement
Soft Skills
Analytical SkillsCommunication SkillsStakeholder CoordinationDocumentation Skills
