Sales Operations Specialist (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

Job summary

Nelson-Jameson is seeking a Sales Operations Specialist to manage the CRM (Spiro), develop dashboards, and coordinate bids across departments. You will analyze sales data, implement process improvements, and lead cross-functional projects using ClickUp and ERP updates.

A curious, self-motivated problem-solver with strong Excel skills will thrive. Experience in data analytics, operations, and CRM administration is required.

Qualifications

• Experience with data analysis, business operations, and systems administration.
• Proficiency in Excel with pivot tables, lookups, formulas, and macros.
• Familiarity with CRM administration and BI tools.

Responsibilities

• Manage CRM (Spiro), ensure data accuracy and system improvements.
• Develop dashboards and reporting for sales leadership.
• Coordinate bids, RFPs, and information requests across departments.
• Lead cross-functional projects using ClickUp and new workflows.

Skills

Excel

CRM administration

Data analysis

Project management

Communication

Self-starter

Education

Associate degree

Bachelor’s degree preferred

Tools

Spiro

Prophet 21

ClickUp

Power BI

Job description

Location: Marshfield, WI (onsite)

Job Type: Full-Time

Compensation: Starting at $65,000 annually

Benefits: Comprehensive benefits, company-matched 401(k), paid time off, competitive compensation, and much more!

About Us

At Nelson-Jameson, we’ve been a trusted partner in the food manufacturing industry since 1947. We provide high-quality products and innovative solutions that help businesses maintain top standards in quality, safety, and compliance. As a family-owned company, we believe in accountability, teamwork, and growth—for our people and the business. We take pride in our close-knit, supportive culture where every team member has a voice and the chance to grow. If you’re looking for a rewarding career with a team that works hard and stays optimistic, we’d love to have you join us!

Job Summary

We’re looking for an analytical, tech-savvy Sales Operations Specialist to help build and improve the systems, processes, and reporting that support our sales team. Combining elements of CRM administration, business analytics, and project coordination, this role offers the opportunity to take ownership of meaningful projects and make a direct impact on how our team operates. You’ll manage our CRM system, develop dashboards and reporting tools, coordinate customer bids, and lead initiatives that improve efficiency across departments.

You don’t need a background in sales to succeed here. We’re looking for a curious, self-motivated problem-solver who enjoys digging into data, asking questions, identifying opportunities others may overlook, and taking the initiative to turn ideas into solutions.

Key Responsibilities

• CRM Administration & Process Improvement
  • Serve as the primary administrator for our CRM system (Spiro), managing system configurations, data accuracy, functionality, and ongoing improvements.
  • Partner with internal IT teams and software vendors to troubleshoot issues, manage updates, and implement system enhancements.
  • Evaluate and improve sales workflows, developing scalable processes, standard operating procedures (SOPs), and resources that support consistency and efficiency.
  • Develop training materials and provide ongoing system training and technical support to help team members effectively use available tools.
• Sales Analytics & Reporting
  • Develop and maintain sales dashboards, performance reports, and key performance indicators (KPIs) using Excel, Spiro CRM, EDA, and other reporting tools.
  • Analyze sales and operational data, independently investigating discrepancies, identifying trends, and uncovering opportunities to improve performance and
  • processes.
  • Collaborate with sales leaders to identify reporting needs, improve data visibility, and standardize recurring reports and scorecards.
  • Support sales operations activities, including ERP account updates in Prophet 21, quarterly delivery route reviews, and department resources.
• Bid Coordination & Project Management
  • Coordinate customer bids, requests for proposals (RFPs), and requests for information (RFIs), managing timelines, documentation, and cross-functional
  • communication to support accurate, timely responses.
  • Partner with Sales, Product Management, Pricing, and other departments to gather information, organize bid materials, and streamline the response process.
  • Track bid activity and outcomes, identify trends, and recommend improvements to strengthen future processes.
  • Independently lead cross-functional sales operations projects, using tools such as ClickUp to manage timelines, deliverables, and stakeholder communication.
  • Proactively identify opportunities to leverage technology, improve workflows, and develop practical solutions without relying on assigned projects or predefined direction.
  • Present project updates, analytical findings, and recommendations to leadership and other stakeholders.

Why Nelson-Jameson?

At Nelson-Jameson, we offer more than just a job; we provide an opportunity to grow and succeed within a family-owned company that values innovation, collaboration, and hard work. You’ll be part of a trusted industry leader, working alongside passionate professionals who are dedicated to making a difference.

As a golden rule company, we strive to maintain a culture of honesty, integrity, and kindness. Our organization is committed to operating ethically and respecting people, our community, and the environment. With us, you’ll become part of a hard-working team that takes pride in providing safe, high-quality food to communities around the world.

With Nelson-Jameson, You’ll Receive

• Comprehensive Health Benefits with your choice of benefits to match your unique needs
• 401(k) with company match
• Competitive Compensation: Starting at $65,000 annually
• Paid time off at time of hire
• Annual allowance for company branded clothing
• Annual Wellness Stipend & other wellness programs
• And much more!

Qualifications & Skills

• Required:
  • Education: Associate degree in Business Administration, Information Systems, Data Analytics, or a related field.
  • Relevant experience in data analysis, business operations, systems administration, or a related area. Internships, academic projects, and other applicable experience may be considered.
  • Proficiency in Microsoft Excel, including pivot tables, lookup functions, conditional formulas, and macros, along with experience using CRM or comparable business software.
  • Strong analytical skills, attention to detail, and a natural curiosity to investigate discrepancies, identify root causes, and develop practical solutions.
  • Self-starter with the initiative to independently identify opportunities, manage competing priorities, and drive projects through completion.
  • Strong business acumen and communication skills, with the ability to collaborate across departments and present information effectively to different audiences,
  • including leadership.
• Preferred:
  • Bachelor’s degree in Business Administration, Information Systems, Data Analytics, or a related field.
  • Experience with CRM administration, dashboard development, business intelligence tools, or ERP systems.
  • Familiarity with Spiro, Prophet 21, ClickUp, Power BI, or similar business applications.
  • Experience developing training materials, documenting procedures, or leading process improvement initiatives.

Nelson-Jameson, Inc. and NEXT Logistics, LLC. are Equal Opportunity Employers. We are committed to creating a diverse and inclusive workplace and encourage applicants from all backgrounds, including but not limited to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, and veteran status.

Tagged as: CRM Administration, Data Analysis, Excel, Power BI, Project Management