Expert in Business Transformation

1 week ago


Philippines beBeeSolutions Full time $45,000 - $60,000
Business Solutions Expert

This role focuses on crafting and implementing sales and client success journeys through automation and data triggers.

Key Responsibilities
  • Configure CRM systems to match company workflows
  • Develop pipelines, automations, templates, and activity tracking across teams
  • Design dashboards and reporting for sales and conversion metrics
  • Engineer and maintain the full sales and client success journey with automation and data triggers
  • Audit performance, manage roles/permissions, and ensure data integrity
Internal Enablement & Documentation
  • Create automation tools, templates, and SOPs for Sales and Client Success
  • Maintain clear documentation for onboarding, adoption, and scalability
Cross-Functional Collaboration
  • Partner with Sales, Marketing, Operations, and Development to align workflows and build automation
  • Recommend and implement improvements based on data and feedback
Required Skills
  • Proficiency with FreshSales CRM, Zapier, Calendly, Google Suite, Slack, Lucid, and ideally Figma
Success Metrics
  • Full sales and success journey mapped with swim lane diagrams and optimized for conversion
  • 70%+ of leads/sign-ups converted into active subscribers
  • Teams trained and confident, supported by SOPs and guides
  • Secure, scalable, and documented CRM/helpdesk infrastructure with stable performance


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