Project and Stakeholder Management
- Independently managed end-to-end client and internal projects, overseeing communication, timelines, and delivery across cross-functional teams (Sales, Marketing, and Finance).
- Prioritized multiple initiatives in collaboration with senior leadership, ensuring timely execution, and quality outcomess.
- Led stakeholder update meetings to track project status, pipeline progress, and delivery outcomes, ensuring transparency and accountability.
Account and Marketing Asset Management
- Supported the creation and maintenance of marketing collaterals, proposals, and onboarding decks for prospective and existing clients
- Coordinated with design and marketing teams to update account-specific assets and promotional materials.
- Ensured brand consistency and alignment of deliverables with corporate standards.
Operational Tracking and Reporting
- Developed and maintained dashboards and periodic reports on account pipeline, campaign performance, and revenue forecasts using HubSpot and Zoho CRM.
- Monitored operational metrics to identify inefficiencies and drive continuous improvement in client delivery workflows.
- Produced win-loss analyses and opportunity management reports for leadership review.
Cross-functional collaboration
- Partnered with the Marketing, Delivery, and Finance teams to align client project goals and streamline communication across departments.
- Facilitated collaboration between Sales and Commercial Ops to enhance lead conversion and retention rates.
Process Improvement and Template Development
- Created response templates for proposals, onboarding documentation, and client communication to improve consistency and efficiency.
- Assisted in defining SOPs for recurring client service processes, contributing to improved turnaround time and service quality.
Financial and CRM Reporting
- Supported account leaders in reporting financial performance and opportunity pipeline through CRM analytics dashboards.
- Supported account leaders in reporting financial performance and opportunity pipeline through CRM analytics dashboards.
- Utilized CRM insights to forecast sales opportunities, track renewal rates, and identify at-risk accounts.
Team Development and Training
- Conducted onboarding and training sessions for new associates on CRM usage, outreach workflows, and data validation protocols.
- Shared learnings and best practices with junior team members to strengthen operational consistency and performance standards.
- Prepared process documentation and quick-reference guides for new hires to ensure a smooth transition into role responsibilities.
- Ensured quality and compliance standards.
Other responsibilities:
- Identified prospective leads through pre-qualification, and territory analysis.
- Maintained a database of existing clients and potential opportunities.
- Executed outreach activities across the EU, the USA, and APAC, and monitored campaign KPIs.
- Utilized C-suite network to initiate alternative discussions on near-lost deals.
- Optimized CRM tool through cleaning and validation, achieving a 10% operational efficiency.
- Enhanced total outreach response rate by 15% through targeted strategies.
- Reviewed and approved the segmentation of potential leads based on company type and job titles.
- Participated in weekly sales and commercial ops meetings with executive leadership.