What You’ll Own
1. The conversation data foundation
⚬ CI Strategy & Roadmap: Execute Zoom Revenue Accelerator (ZRA) strategy across Sales, CS, and Onboarding.
⚬ Signal Taxonomy & Routing: Build a cross-functional signal taxonomy and routing logic to direct insights to owners.
⚬ Data Quality & Capture Strategy: Track recording coverage, establish quality thresholds, and manage tooling capture strategies.
2. Sales execution and performance
⚬ Workflow Transformation & Auditing: Integrate transcript insights into key deal milestones and use Salesforce data to audit deal stages and forecast accuracy.
⚬ Methodology Adherence & Performance: Build scorecards to measure sales methodology on live calls and surface coaching insights.
⚬ Productivity & Win/Loss Program: Scale top-performing rep behaviors and run a win/loss program to identify cycle friction.
3. Retention, onboarding and expansion
⚬ CS & Onboarding Workflows: Operationalize CI across adoption, onboarding, risk identification, and renewals.
⚬ Risk & Health Signals: Define early risk indicators to feed health scores and alert CSMs early.
⚬ Expansion Detection: Surface cross-sell opportunities for Optimizely One and route qualified signals to CSMs/sellers.
4. Cross-functional intelligence
⚬ Competitive & Pricing Insights: Provide evidence on competitors, objections, and discount triggers to PMM, Deal Desk, and Finance.
⚬ Product & Messaging Feedback: Extract feature requests for Product and deliver ICP/messaging evidence to Marketing.
⚬ Enablement & Risk Flagging: Measure post-enablement behavior, flag off-script commitment risks, and create process docs.
5. Platform and AI operations
⚬ Platform & Prompt Management: Build, test, and maintain AI prompt frameworks (e.g., ZRA, LLMs) and optimize the CI tech stack.
⚬ Product Fluency: Maintain functional knowledge of our Opal platform and apply internal AI capabilities to GTM ops.
What Success Looks Like
Within the first 12 months, you will demonstrate:
⚬ Expanded Coverage: Measurable conversation coverage across Revenue with shrinking blind spots.
⚬ Methodology Impact: Documented methodology adherence that correlates with higher win rates.
⚬ Forecast Accuracy: Improved forecast accuracy via conversation-validated deal stages.
⚬ Proactive CS Signals: Early risk and expansion signals delivered to CS and Onboarding.
⚬ Cross-Functional Trust: A recurring intelligence readout consumed outside Revenue.
Behavioral Expectations
⚬ Process-First Mindset: Strong project management background to build scalable AI workflows in a fast-paced environment.
⚬ Outcome-Oriented: Prioritize work aligning with company objectives and business outcomes.
⚬ Cross-Functional Influence: Operate comfortably across boundaries to align non-direct-report teams.
⚬ Accountability & Problem-Solving: Blameless mindset focused on transparency and preventative solutions.
⚬ Self-Driven Innovation: Continuously experiment, research, and self-teach emerging AI/CI tools.
⚬ Curious & Transparent: Curious about GTM AI tech, maintaining clear communication and healthy work/life balance.