CRM & Sales Operations Architect

Recruiting - Original Template; Wisconsin; On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Comprehensive Health Benefits

401(k) with company match

Paid time off

Competitive compensation starting at $

Job summary

Nelson-Jameson, Inc. is seeking an analytical, tech-savvy Sales Operations Specialist in Marshfield, WI to build and improve systems, processes, and reporting that support the sales team.

You’ll own the CRM (Spiro), develop dashboards, and coordinate customer bids to improve efficiency across departments. The role combines CRM admin, business analytics, and project coordination, offering ownership of meaningful projects and direct impact on operations.

Qualifications

• Bachelor's degree in Business Administration, Information Systems, Data Analytics, or a related field.
• Relevant experience in data analysis, business operations, systems administration, or related area.
• Proficiency in Microsoft Excel (pivot tables, lookup, conditional formulas, macros) and CRM or similar software.

Responsibilities

• Manage the CRM system (Spiro) including configurations and data accuracy to enable better decision-making.
• Develop and maintain sales dashboards and reporting tools to track KPIs.
• Coordinate customer bids (RFPs/RFIs) and ensure timely, cross-functional communication.
• Lead cross-functional sales operations projects using tools like ClickUp; identify efficiency improvements.
• Collaborate with Sales, Product Management, Pricing, and other departments to standardize reports and data visibility.

Skills

Analytical thinking

CRM administration

Excel advanced

Data analysis

Education

Bachelor's degree in Business Administration, Information Systems, Data Analytics, or related field

Tools

Spiro CRM

Prophet 21

ClickUp

Power BI

Excel

Job description

Nelson-Jameson, Inc. is seeking an analytical, tech-savvy Sales Operations Specialist in Marshfield, WI to build and improve systems, processes, and reporting that support the sales team.

You’ll own the CRM (Spiro), develop dashboards, and coordinate customer bids to improve efficiency across departments. The role combines CRM admin, business analytics, and project coordination, offering ownership of meaningful projects and direct impact on operations.