• Maintain Salesforce data integrity across opportunities, accounts, and contacts • Ensure opportunity stages, BANT fields, ICP flags, and forecast categories are accurately updated • Support generation of pre-meeting coach cards and post-meeting summaries • Track opportunity progression across Apollo, Salesforce, and email sequences • Assist with dashboards, sales reporting, win/loss analysis, and deal velocity reviews • Schedule internal and external meetings for the sales team across all deal stages • Ensure pre-meeting prep materials are accurate and complete • Track demo engagement and quote views, and flag inactivity for follow-up • Help generate sales material using standardized templates • Coordinate with Legal and Finance to ensure pricing accuracy and approvals • Assist with PandaDoc contract execution and compliance with internal deal desk rules • Manage CS handoff prep for closed-won deals • Send polished client follow-up emails or summaries when sales reps are unavailable • Route inquiries from shared inboxes and manage initial prospect communications when needed • Ensure key meeting details are properly documented • Maintain version control of sales playbooks, proposal templates, and pitch decks • Support onboarding of new sales team members with access to core Regulatory Solutions enablement content • Track compliance with sales frameworks including Challenger, SPIN, BANT, and LAER