Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
Establish pipeline governance, sales documentation standards, and operational best practices
Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
Identify operational bottlenecks and implement process improvements to improve efficiency and scalability
Participate in sales calls, discovery conversations, and deal progression activities as needed
Support opportunity strategy, proposal coordination, contract routing, and deal tracking
Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
Collaborate with leadership to reduce founder dependency in day-to-day sales execution
Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
Track bookings and commissionable events and ensure accuracy in reporting
Support transparency and consistency in compensation-related processes
Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations

5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
Experience building or optimizing CRM systems, pipeline processes, and sales workflows
Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
Comfort participating in client-facing sales activities and supporting active deal movement
Strong analytical, organizational, and process design capabilities
Excellent written and verbal communication skills
Ability to operate independently in an evolving, growth-oriented environment.

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