What Success Looks Like
In your first 30 days: You’ve gotten familiar with our instance, are responding to helpdesk tickets, and have built relationships with key stakeholders across Sales, Marketing, and ITABS.
In your first 90 days: You’re collaborating closely with our NetSuite and Celigo admins to optimize data syncing and pipeline workflows and have completed an audit of gaps and needs following our upgrade from Professional to Enterprise Hubs.
In your first year: You’ve led our new CPQ platform integration project, audited gaps in process and policy documentation, and established a structured maintenance plan for optimizing our instance, data, and reporting. Stakeholders come to you with ideas, not just problems.