Responsibilities

• Provide strategic support to marketing, sales, and account management: Serve as a strategic partner to the marketing, the sales, and the account management teams, providing data-driven insights and recommendations to optimize customer acquisition, retention, and overall revenue growth.
• Pipeline Health & Visibility: Own the accuracy and health of the Salesforce pipeline, ensuring data is continually up-to-date, rep input is managed, and all business units are integrated for complete visibility
• Reporting & Lead Management: Manage lead processes, ensure proper access permissions for all users, and drive all requested reporting updates for leadership
• Account Activity Monitoring: Maintain a live dashboard of current account activity and ensure upsell and expansion reporting is always accurate, helping the team track opportunities
• Integrated Engagement Tracking: Holistically integrate all account engagement data (LinkedIn, email, website) to track activity, build a dashboard in Salesforce that communicates insights, and surface recommendations that guide marketing and sales targeting strategies
• Data Quality & Strategic Growth: Ensure the database is continuously growing with relevant companies and contacts, maintain ongoing data cleanliness, and own the intelligent segmentation of lists based on past engagement