Sales Operations & CRM Onboarding Coordinator

Csidesigns; Town of Springfield (WI); On-site; USD 35,817 - 41,328; Full time

Benefits offered by this job

Health and wellness benefits

Paid time off

Tuition reimbursement

Continuing education support

Team lunches and events

Job summary

Central States Industrial (CSI) is seeking a Sales Administrator to support our growing sales organization. You will coordinate onboarding for new sales reps, maintain Dynamics 365 CRM data, and enable efficient sales operations from the office.

The role requires 2+ years in administrative or sales support, with strong MS Office skills and experience in coordinating onboarding or recruiting. This is an office-based position with competitive pay and benefits.

Qualifications

• 2+ years of administrative, sales operations, or sales support experience required.
• Experience using CRM software (Microsoft Dynamics 365 preferred).
• Strong Microsoft Office skills including Outlook, Excel, Word, and Teams.
• Excellent organizational, communication, and time management skills.
• Experience coordinating onboarding, recruiting, scheduling, or project support preferred.
• Experience supporting sales leadership or customer-facing teams preferred.

Responsibilities

• Coordinate onboarding activities for new sales representatives, ensuring training, documentation, certifications, and system access are completed on schedule.
• Administer and support Microsoft Dynamics 365 CRM, including user setup, permissions, troubleshooting, data maintenance, and report generation.
• Maintain CRM data accuracy and support user adoption to ensure reliable sales reporting and customer information.
• Schedule leadership meetings, team events, interviews, and key sales activities while managing calendars and logistics.
• Coordinate recruiting activities by scheduling interviews, communicating with candidates, hosting interviews, and tracking hiring progress.
• Prepare meeting agendas, document meeting notes, distribute action items, and support ongoing sales communications.
• Organize and maintain sales documentation, reports, and shared team resources.
• Support sales leadership with administrative projects, reporting, cross-functional coordination, and special initiatives that improve team effectiveness.

Job description

Central States Industrial (CSI) is seeking a Sales Administrator to support our growing sales organization. You will coordinate onboarding for new sales reps, maintain Dynamics 365 CRM data, and enable efficient sales operations from the office.

The role requires 2+ years in administrative or sales support, with strong MS Office skills and experience in coordinating onboarding or recruiting. This is an office-based position with competitive pay and benefits.