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crm hubspot data analysis salesforce project management📋 Description
- Lead cross-functional product initiatives from the CEO; define scope and timelines.
- Translate customer insights into product asks; partner with product/engineering to prioritize.
- Maintain single source of truth on top initiatives for leadership visibility.
- Coordinate sales collateral with marketing, product, and sales leadership.
- Manage CRM hygiene, pipeline cadence, and weekly sales reviews.
- Identify operational friction; resolve with owners; support onboarding.
🎯 Requirements
- Bachelor's in business/economics/finance; MBA or advanced degree a plus.
- 3+ years in investment banking, private equity, or operating roles at a high-growth startup.
- Exceptional project management; moves multiple cross-functional workstreams.
- AI-savvy; eager to incorporate AI into daily workflows (Claude, ChatGPT).
- Strong written and verbal communication; exec-level materials drafting.
- Highly organized and detail-oriented; strong prioritization.
🎁 Benefits
- Medical, Vision, and Dental with some plans covered at 100%.
- Competitive compensation and equity structure.
- 401K.
- Unlimited PTO.
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