- CRM operations: You are our CRM admin (currently Pipedrive). Pipelines and stages, custom fields, required-field logic, workflow automations, reports, user permissions. The Head of Business Operations sets the architecture — implementation and day-to-day operations are yours.
- CRM evaluation and possible migration: Our enterprise customers come with group hierarchies that our current CRM only just about accommodates. You produce the assessment, contribute your experience to system selection, and execute a potential migration.
- GTM tech stack: You maintain and improve the tools used by Sales, Onboarding and Customer Success. Integrations, data flows, synchronisation.
- Funnel automation: Lead routing, enrichment, task creation, alerts, handover triggers between Sales → Onboarding → Customer Success.
- Handovers and SLAs: You define with each team when a deal is genuinely handed over — and make that definition enforceable in the system rather than negotiable in Slack.
- Data hygiene: You hunt duplicates, enforce required fields, and remind reps that a blank close date is not a close date.
- CRM reporting: Pipeline health, conversion, velocity, onboarding cycle time. Definitions come from the metrics layer, not from gut feel.
- Enablement: You document and train. A perfectly configured system nobody uses properly is an expensive museum.