Sales Operations Specialist: CRM & Pipeline Optimizer

EDAG; Puebla de Zaragoza; On-site; MXN 450,000 - 650,000; Full time

Job summary

EDAG is seeking a Sales Operations specialist in Puebla, Mexico. The role focuses on managing schedules, coordinating between sales, technical, quality, and finance teams, and supporting the sales pipeline from leads to contracts.

You will handle CRM systems, generate quotes, and assist in order processing while liaising with internal and external customers. Strong data analysis and communication skills are essential, including fluent English.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Industrial Engineering, or related.
• +5 years of experience in sales processes and cycles.
• Familiarity with ERP and CRM systems (e.g., Salesforce, SAP).
• Proficiency in OFFICE software.
• Fluent English.

Responsibilities

• Managing schedules, meetings, and documentation.
• Handling CRM system and database
• Coordinating between departments (sales, technical, quality, finance)
• Pipeline generations (leads, contacts, opportunities)
• Preparing quotes, proposals and contracts
• Assisting in order processing and tracking
• Liaising with internal and external customers
• Identifying trends and opportunities for improvement
• Supporting technical sales representatives and administrative areas

Skills

Fluent English

CRM systems

ERP familiarity

Data analysis

Customer inquiries

Attention to detail

Sales processes

Education

Bachelor's degree in Business Administration or related

Tools

Salesforce

SAP

Job description

EDAG is seeking a Sales Operations specialist in Puebla, Mexico. The role focuses on managing schedules, coordinating between sales, technical, quality, and finance teams, and supporting the sales pipeline from leads to contracts.

You will handle CRM systems, generate quotes, and assist in order processing while liaising with internal and external customers. Strong data analysis and communication skills are essential, including fluent English.