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/// JOB
OPERATIONS
OPEN
3 TASKS
/// OCCUPATION
CRM Admin
OPEN SEAT
FAMILY: OPERATIONS
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/// PROBLEMS IT CLEARS
04
Nobody can find the deck from last quarter
FREQ 7/10 · COST 5/10
Ten tools do the job of three
FREQ 7/10 · COST 7/10
Access reviews never happen on schedule
FREQ 6/10 · COST 8/10
Sensitive data gets pasted into the wrong thread
FREQ 6/10 · COST 9/10
/// TASKS IT RUNS
03
Audit CRM access and remove stale users
amounts table · AUTO 9/10
Deduplicate and enrich the CRM weekly
amounts table · AUTO 9/10
Reconcile CRM fields against source of truth
amounts table · AUTO 9/10
/// GOALS IT SERVES
Complete access reviews every {n} days
access_review_days
Cut software spend by {n} percent this quarter
tool_spend_cut_pct
/// NEXT MOVE
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