• CRM setup, customization, optimization and ongoing support;

• Data management, including data cleansing, deduplication, and migration/import and structuring;

• Effective lead management process;

• Sales pipeline optimization;

• Email and workflow automation;

• Creating custom fields, objects, layouts, reports and dashboards;

• Implementing simple integrations to meet the specific needs of the business;

• Onboarding new employees, training and team adoption;

• Administer user accounts, roles, profiles, and permissions to ensure data security and integrity;

• Document processes, procedures, and system configurations for reference and training purposes;

• Proposing PipeDrive add-ons, such as LeadBooster, Campaigns, or Projects to maximize Pipedrive's potential.

• Manage accounting operations including Billing (Invoiced.com, InvoiceOcean.com), A/R, A/P;

• Manage 2 teams of sales associates in their financial processes;

• Support month-end and year-end close process, P&L;

• Ensure quality control over financial transactions and financial reporting;

• Conduct financial analysis and provide recommendations to optimize costs and increase profits;

• Develop and document business processes and accounting policies to maintain and strengthen internal controls;

• Accounting processes and financial transactions optimization;

• Preparation of documentation for external audit;

• Spearheaded cost optimization initiatives, yielding annual savings of $50K without compromising quality or productivity;

• Verified and returned “forgotten” accounts receivable in the amount of $60K.

• Develop and improve business policies and optimize back-office work processes, including financial, legal, marketing, and sales tasks;

• Support the software tools integration to enhance the financial and sales departments' workflow efficiency;

• Identify and create processes to get work done, to operate with a first-principles approach, and to optimize efficient workflows; 2

• Collaborate with cross-functional teams to identify areas for improvement and implement effective solutions.

CRM admin and coach:

• Accomplished a huge Data transfer project from Excel tables to CRM;

• Onboard and coach internal project team members;

• CRM administration to maintain a flawless workflow of each department;

• New features creation and workflows’ optimization/automation.

• Full sales cycle of 2 AdTech IT products - Ad Server and White label DSP platforms;

• B2B, International markets (Worldwide);

• Communication and negotiation with leads making demo calls via Email, Skype, Zoom, Google Meet;

• Demo and explanation of the company services and platforms, client success management, CRM.