• Conduct intake of complex sales opportunities to ensure completeness and readiness for review • Collect, review, and validate supporting artifacts, including related agreements, previously approved pricing, and prior compliance or vetting reviews • Manage collaboration with cross-functional stakeholders, including Contracts/Legal, Pricing, Compliance, Vetting, and Billing • Promote communication between Sales and internal partners during deal structuring and approval • Support Sales with follow-up items required to advance opportunities through approval workflows • Track deal progress and dependencies, holding team members accountable to timelines and Service level agreements • Ensure all required approvals are secured, documented, and recorded before opportunities progress through sales stages and execution • Identify recurring issues, bottlenecks, and quality gaps in deal execution. Recommend process improvements and opportunities for automation

• Develop and refine advanced Salesforce reports that deliver clear, actionable insights for sales leadership and cross-functional teams • Oversee sales pipeline integrity by monitoring adherence to sales processes, identifying deviations, and ensuring timely, accurate updates across all opportunities • Design, maintain, and enhance advanced dashboards and performance metrics that provide real‑time visibility and support strategic and day‑to‑day decision‑making • Execute and enhance weekly revenue reporting workflows, validating data in coordination with Finance and delivering precise, insight-rich updates to leadership • Monitor and enforce data quality across sales platforms through structured audits and proactive hygiene oversight, ensuring pipeline information remains complete and accurate for forecasting • Support strategic sales operations projects by developing clear workflow documentation, uncovering process gaps, and partnering on the implementation of improvements

• Own the resolution of inbound requests from the Sales organization including CRM defects, reporting, data hygiene, and permission requests • Assist with the operational onboarding process for new Sales hires • Point of contact for acceptance testing for CRM improvements • Assist in the planning and execution of process, systems, and data projects • Support startup teams at Veeva for all systems, process, and data needs

• Strengthen execution discipline, operational visibility, and decision support across Infrastructure initiatives • Ensure Infrastructure work is planned, tracked, and communicated with clarity • Own Infrastructure-wide execution frameworks, operating cadences, and reporting standards • Partner with Infrastructure leadership to synthesize operational and financial data into actionable insights • Maintain accurate performance metrics to measure execution progress and operational readiness