Sales Operations & CRM Specialist

JMJ PHILLIP; Houston (TX); On-site; USD 100,000 - 120,000; Full time

Job summary

JMJ PHILLIP is seeking a highly organized Sales Administrator to support sales operations, CRM, and pipeline management in a fast-paced Houston environment. The role emphasizes accurate data maintenance, proactive follow-up, and cross-functional collaboration to move opportunities forward.

You will coordinate sales meetings, prepare materials and reports, and ensure stakeholders have timely access to key information. Strong Monday.com experience and Excel/PowerPoint proficiency are required.

Qualifications

• 3+ years in sales administration, sales ops, or related field.
• Hands-on experience with Monday.com or similar CRM/workflow platform.
• Demonstrated ability to maintain accurate CRM and pipeline information.
• Strong organizational, time-management, and prioritisation skills.
• Excellent written and verbal communication; proactive issue identification.

Responsibilities

• Serve as CRM and sales-tracking administrator; maintain data standards.
• Coordinate sales meetings, calls, pipeline reviews, and BD activities.
• Prepare materials, agendas, and follow-up correspondence; manage materials repository.
• Track meetings, actions, commitments, and deadlines; ensure timely follow-up.
• Produce weekly/monthly pipeline reports, dashboards, and forecasts.

Skills

CRM administration

Sales operations

Data accuracy

Time management

Communication

Meeting coordination

Tools

Monday.com

CRM platforms

Excel

PowerPoint

Outlook/Teams

Job description

JMJ PHILLIP is seeking a highly organized Sales Administrator to support sales operations, CRM, and pipeline management in a fast-paced Houston environment. The role emphasizes accurate data maintenance, proactive follow-up, and cross-functional collaboration to move opportunities forward.

You will coordinate sales meetings, prepare materials and reports, and ensure stakeholders have timely access to key information. Strong Monday.com experience and Excel/PowerPoint proficiency are required.