CRM & Sales Analytics Specialist

Csidesigns; Springfield (MO); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Tuition reimbursement

Career advancement

Volunteer opportunities

Job summary

Central States Industrial (CSI) is seeking a Sales Operations Specialist to support the commercial team with CRM governance, data integrity, and sales analytics. The role focuses on maintaining the CRM, enhancing lead flow, and delivering actionable dashboards to drive pipeline growth.

You will partner with Sales, Marketing, and Customer Service to improve prospecting, data quality, and reporting while leveraging ZoomInfo, Power BI, and Dynamics 365 to enable data-driven decisions.

Qualifications

• 2+ years of experience in Sales Operations, Business Development, CRM Administration, or Sales Support.
• Experience with CRM systems required; Dynamics 365 preferred.
• Strong organization and communication skills.
• Advanced proficiency with Microsoft Office Suite, particularly Excel.
• Strong analytical and problem-solving capabilities.
• Experience with ZoomInfo or similar sales intelligence platforms.
• Experience building dashboards and reports within Power BI.
• Understanding of B2B sales processes and pipeline management.
• CRM implementation or administration experience.
• Experience supporting multiple sales representatives or commercial teams.

Responsibilities

• Serve as the primary subject matter expert for CSI’s CRM platform, maintaining data accuracy, integrity, governance, workflows, dashboards, reports, permissions, documentation, training, and user adoption.
• Support ZoomInfo and other sales intelligence tools by building target account and prospect databases, using intent signals and contact intelligence, and developing prospecting lists aligned with strategic initiatives and target markets.
• Administer inbound lead routing and assignment, monitor response and follow-up compliance, maintain lead scoring and qualification standards, and ensure accurate tracking of leads, opportunities, and account activity.
• Develop and distribute sales dashboards and performance reports while monitoring pipeline growth, lead conversion, sales activity, forecast accuracy, and other key performance metrics.
• Support sales representatives with system administration, prospecting resources, process guidance, onboarding, documentation, standard operating procedures, and special sales initiatives.
• Facilitate communication and data sharing between Sales, Customer Service, Operations, and Marketing teams.
• Identify opportunities to automate repetitive processes, improve efficiency, enhance CRM workflows and sales tools, and support implementation of new commercial technologies and processes.
• Drive adoption of best practices for data quality, prospecting, pipeline management, and continuous improvement.

Skills

CRM Administration

Sales Operations

Power BI

Excel

Data analysis

Lead routing

Pipeline management

Dynamics 365

Zo­­omInfo

Tools

Dynamics 365

Power BI

ZoomInfo

Job description

Central States Industrial (CSI) is seeking a Sales Operations Specialist to support the commercial team with CRM governance, data integrity, and sales analytics. The role focuses on maintaining the CRM, enhancing lead flow, and delivering actionable dashboards to drive pipeline growth.

You will partner with Sales, Marketing, and Customer Service to improve prospecting, data quality, and reporting while leveraging ZoomInfo, Power BI, and Dynamics 365 to enable data-driven decisions.