Simbe is entering a critical phase of growth where improving deal velocity, sales efficiency, and account penetration is essential to scaling the business. While we have strong alignment on our ICP and go-to-market strategy, we are at an inflection point in how we:
Measure what is driving opportunity creation, deal velocity, and expansion
Equip our teams with actionable data and automation
Leverage our marketing technology stack effectively
We seek a consultant to elevate our marketing analytics, reporting & GTM systems foundation by creating a lean, high-impact system that drives better decisions and faster execution. This is a project-based contract position with an expected duration of 6-12 weeks and potential ongoing support after the initial phase.
Design and help stand up a practical, decision-grade revenue analytics & GTM systems that:
Create trusted visibility into funnel performance & pipeline dynamics
Identify what is driving opportunity creation, deal velocity & expansion
Enable better targeting and multi-threading within accounts
Maximize the effectiveness of a lean team through automation & tooling
MarTech Stack Evaluation + Roadmap
Use well-structured frameworks to assess current tools (e.g., Salesforce, 6sense, Apollo, Brevo, LinkedIn Sales Navigator, etc.) across Simbe’s commercial stages, with clear recommendations on what to optimize & eliminate, where to invest, and the expected ROI of each recommendation. The deliverable set must recommend an approach to automation & workflow design to improve sales efficiency and reduce manual effort.
Trusted Funnel & Pipeline Reporting System
Analyze our demand generation strategy to identify potential gaps—and update alignment to MarTech roadmap. Provide clear, reliable visibility into funnel conversion, pipeline coverage, and deal progression that the executive team and board can trust. The deliverable package must also support forward-looking analytics with an improved data model & an elevated approach to data integrity.
Executive & Board-Level Dashboarding
A working reporting layer that highlights what is moving the business (by campaign, segment, persona, and funnel stage). The comprehensive reporting framework must align to key stakeholder needs.
Assess current state of funnel reporting and pipeline visibility, Salesforce data structure and hygiene, and marketing tech stack utilization and gaps.
Identify key constraints limiting deal velocity, multi-threading within accounts, and efficient targeting and prioritization.
Reporting & Analytics Framework
Define a minimum viable reporting system that answers:
What is driving opportunity creation and deal size?
Where are deals slowing down or accelerating?
Which accounts are most likely to expand & why?
Design dashboards & reporting outputs for marketing, commercial leadership, executive team, and board
Conduct an analysis of current tools and usage
Identify gaps in contact sourcing & enrichment, automation & workflow efficiency, and technographic & account intelligence
Recommend a prioritized roadmap for optimization and new investments
Implement initial reporting and system improvements
Ensure knowledge transfer and long-term ownership
Prioritize practical systems that our lean team can maintain
8-15+ years in B2B marketing ops, RevOps, or GTM systems leadership; or consultants with a track record of designing implemented plans
Proven experience building funnel analytics & pipeline reporting systems in complex, multi-stakeholder sales environments
Strong understanding of Salesforce-based data models and reporting
Experience working with tools such as 6sense, Apollo, CRM/marketing automation platforms, and sales engagement tools
Track record of designing lean, high-impact systems
Ability to translate data into clear business insights for executives and boards
Comfortable operating as both a strategic architect (diagnosing and designing systems) and hands-on partner (guiding implementation)
This engagement will be successful if:
We have clear visibility into what is driving pipeline and deal velocity
Our reporting is trusted and used to drive decisions at the exec and board level
Our tech stack is lean, effective, and aligned to our GTM needs
Our internal team is equipped to own and evolve the system independently
Simbe, the global leader in retail shelf digitization, is the trusted partner for retailers confronting today's most critical challenges: 66% of "out-of-stock" items hidden within stores, 90% of pricing errors missed by manual audits, and 95% labor attrition. As the market leader across a dozen retail sectors globally, our unique combination of AI, robotics, RFID, and advanced sensors delivers immediate shelf intelligence without the need for planograms. Simbe customers consistently achieve transformative results: 2% margin growth, 98% on-shelf availability, 90% improved price accuracy, and 50+ weekly labor hours reallocated to customer service per store. Our enterprise-grade platform seamlessly integrates with existing retail systems, delivering ROI within three months while powering the intelligent retail operating model necessary to compete today.
