Sales Ops Analyst: CRM & Analytics (Onsite Marshfield)

RevOps Careers; 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

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.