Sales Operations Analyst & CRM Lead (Onsite)

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

Annual Wellness Stipend

Job summary

Nelson-Jameson, Inc. in Marshfield, WI, is seeking a Sales Operations Specialist to build and improve the systems, processes, and reporting that support our sales team. You will manage the Spiro CRM, develop dashboards, coordinate customer bids, and lead efficiency initiatives across departments.

You don't need a background in sales to succeed here. We're a curious, self-motivated problem-solver who turns data into practical solutions, enjoying digging into details and driving projects to

Qualifications

• Experience administering CRM systems and building dashboards.
• Strong data analysis skills to identify discrepancies and trends.
• Ability to coordinate bids and cross-functional projects.
• Excellent communication across departments and leadership.

Responsibilities

• CRM Administration & process improvements for data accuracy and efficiency.
• Develop and maintain sales dashboards, KPIs, and reports using Excel, Spiro, Power BI.
• Analyze sales data, investigate discrepancies, identify trends, and propose fixes.
• Coordinate customer bids, RFPs, RFIs with cross-functional teams and leadership.
• Lead cross-functional sales operations projects using ClickUp.

Skills

CRM administration

Dashboard development

Data analytics

Excel

Power BI

Spiro

Prophet 21

ClickUp

Education

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

Associate degree in Business Administration / Information Systems / Data Analytics or related field

Tools

Spiro CRM

Prophet 21

ClickUp

Power BI

Job description

Nelson-Jameson, Inc. in Marshfield, WI, is seeking a Sales Operations Specialist to build and improve the systems, processes, and reporting that support our sales team. You will manage the Spiro CRM, develop dashboards, coordinate customer bids, and lead efficiency initiatives across departments.

You don't need a background in sales to succeed here. We're a curious, self-motivated problem-solver who turns data into practical solutions, enjoying digging into details and driving projects to