Sales Operations Analyst - CRM & Analytics Lead

Nelson-Jameson, Inc; Marshfield (WI); 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

Annual clothing allowance

Wellness stipend

Job summary

Nelson-Jameson, Inc. is seeking an analytical, tech-savvy Sales Operations Specialist in Marshfield, WI to manage the CRM system, develop dashboards, and lead bid coordination.

The role combines CRM administration, business analytics, and project coordination, offering ownership of meaningful projects and impact on sales efficiency. Required are data analysis experience, strong Excel skills, and the ability to collaborate across departments.

Qualifications

• Associate degree in Business Administration, Information Systems, Data Analytics, or related field.
• Relevant experience in data analysis, business operations, systems administration, or related area.
• Proficiency in Microsoft Excel with pivot tables, lookups, and macros; experience with CRM or similar software.
• Strong analytical skills, attention to detail, and curiosity to investigate discrepancies and root causes.
• Self-starter with ability to manage priorities and drive projects independently.
• Strong business acumen and communication skills for cross-department collaboration.

Responsibilities

• CRM Administration & Process Improvement: Manage Spiro CRM, configurations, data accuracy, and ongoing improvements.
• Sales Analytics & Reporting: Build dashboards, KPIs, and reports using Excel, Spiro CRM, and BI tools; analyze data and identify trends.
• Bid Coordination & Project Management: Coordinate bids/RFPs/RFIs, manage timelines, and coordinate cross-functional inputs; lead projects with ClickUp and present findings to leadership.

Skills

Excel analysis

CRM administration

Data analysis

Cross-functional collaboration

Problem solving

Communication

Education

Associate degree in Business Administration/IS/Data Analytics

Bachelor's degree (preferred)

Tools

Spiro

Prophet 21

ClickUp

Power BI

Job description

Nelson-Jameson, Inc. is seeking an analytical, tech-savvy Sales Operations Specialist in Marshfield, WI to manage the CRM system, develop dashboards, and lead bid coordination.

The role combines CRM administration, business analytics, and project coordination, offering ownership of meaningful projects and impact on sales efficiency. Required are data analysis experience, strong Excel skills, and the ability to collaborate across departments.