- Senior
- Ufficio in Warwick
Key Responsibilities
Property & Data Quality Review
- Audit contact properties for relevance, usage, and data quality. Identify and categorise redundant, outdated, or unused fields while maintaining a focus on alignment with business needs.
- Examine deal properties for consolidation opportunities. Work collaboratively to streamline properties and ensure they meet current business requirements.
- Clean URLs and industry vertical data across 430K+ contacts and 270K+ companies. This task supports AI integration for accurate data enrichment.
Workflow & Ownership Clean-Up
- Review and restructure workflows that currently utilise multi-owner properties. Transition these workflows to rely on a single contact owner field, ensuring consistency and functionality.
- This will involve auditing logic, remapping owner fields, testing dependencies and validating functionality.
Dashboards Review
- Update saved views to reference the standardised contact owner field.
- Review dashboards to eliminate redundancy and optimise reporting for actionable insights.
Workflow Rationalisation
- Validate logic for flagged workflows against current business processes.
- Retire outdated workflows and consolidate redundant automations to improve efficiency.
Forms
- Evaluate forms with no submissions in the past six months. Propose whether to retire, update, or repurpose these forms to better serve business objectives.
Required Skills & Qualifications
- Proficiency in Excel and familiarity with CRM platforms (experience with HubSpot is a must).
- Eagerness to learn and adapt in a fast-paced environment.
- Excellent communication skills for documentation and collaboration.
- Detail-oriented with strong organisational and problem-solving skills.
- Ability to manage multiple projects simultaneously.
Benefits
- Performance Based Bonus
- Company pension
- Life Insurance
- Health Insurance
- Referral Programme
- Free onsite food
- Cycle to work scheme
- On-site parking
- Work from home
- Company events
- Hands-on experience in Revenue Operations, particularly how to clean and maintain CRMs.
- Mentorship and guidance to learn data cleansing techniques through Excel and other AI tools.
- Opportunities to directly improve Bright’s operational efficiency, data cleanliness and business processes.