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Posted about 1 year ago
Requirements and responsibilities
Sales-Ops (Revenue Desk)
- Maintain and enforce CRM hygiene: deduplicate, correct stages/close dates, and annotate next steps
- Draft outreach and follow-up emails that perfectly match the CEO’s tone
- Compile prospect lists and research details of M&A advisors / PE firms using open-web research and LLM tools
- Build weekly pipeline dashboards and flag at-risk deals
- Document repeatable processes and automate wherever possible (workflows, templates, integrations)
Executive & Project Support
- Gate-keep and optimize calendar—prioritize revenue events, schedule 3×90-minute deep-work sessions weekly
- Convert call notes into action plans, owners, and deadlines; track to completion
- Proofread and edit client-facing decks, memos, and product announcements
- Coordinate leadership meetings and ad-hoc projects across Product, Success, and Marketing
- Serve as cultural glue—anticipate needs, remove friction, and keep communication crisp
Optionally, you can add more information later (benefits, pre-screening questions, etc.)