• Maintaining/Updating and Creating company clients
and projects information using CRM Tools: HubSpot,
Salesforce and Power BI.
• Project closing process - verifying data from the
contracts (QA-20 form, Work Order, Signed Contract and
Other documents) is aligned to the financial models and
the appropriate approvals are taken from the correct
Project Leader or Deal Owners.
• Gather data from CRM tools to analyze data and provide
weekly and monthly reports.
• Coordinate with finance for Monthly Sales Audit.
• Presentation of KPI every month and quarterly.
