Sales Operations Specialist (Onsite)

Nelson-Jameson, Inc • Town of McMillan, WI

13d • Onsite

About The Position

Nelson-Jameson is seeking an analytical, tech-savvy Sales Operations Specialist to build and improve the systems, processes, and reporting that support its sales team. The role combines CRM administration, business analytics, bid coordination, and project management. The specialist will manage the Spiro CRM, develop dashboards and reporting tools, coordinate customer bids, and lead initiatives to improve efficiency across departments. A sales background is not required; the company is seeking a curious, self-motivated problem-solver who investigates data, identifies opportunities, and turns ideas into practical solutions.

The position is based onsite in Marshfield, Wisconsin. Nelson-Jameson is a family-owned company that has served the food manufacturing industry since 1947 and describes its culture as supportive, collaborative, and grounded in accountability, teamwork, honesty, integrity, and kindness.

Requirements

• 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.
• Experience using a CRM or comparable business software.
• Strong analytical skills, attention to detail, and the ability to investigate discrepancies, identify root causes, and develop practical solutions.
• Self-starter who can independently identify opportunities, manage competing priorities, and drive projects to completion.
• Strong business acumen and communication skills, including the ability to collaborate across departments and present information effectively to different audiences, including leadership.

Nice To Haves

• 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.

Responsibilities

• Serve as the primary administrator for the Spiro CRM, managing configuration, data accuracy, functionality, and ongoing improvements.
• Work with internal IT teams and software vendors to troubleshoot CRM issues, manage updates, and implement system enhancements.
• Evaluate and improve sales workflows, and develop scalable processes, standard operating procedures, and resources.
• Develop training materials and provide ongoing system training and technical support.
• Create and maintain sales dashboards, performance reports, and KPIs using Excel, Spiro CRM, EDA, and other reporting tools.
• Analyze sales and operational data, investigate discrepancies, identify trends, and uncover 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, including ERP account updates in Prophet 21, quarterly delivery route reviews, and department resources.
• Coordinate customer bids, RFPs, and RFIs, managing timelines, documentation, and cross-functional communication.
• Partner with Sales, Product Management, Pricing, and other departments to gather information, organize bid materials, and streamline responses.
• Track bid activity and outcomes, identify trends, and recommend process improvements.
• Lead cross-functional sales operations projects and use tools such as ClickUp to manage timelines, deliverables, and stakeholder communications.
• Identify opportunities to use technology, improve workflows, and develop practical solutions independently.
• Present project updates, analytical findings, and recommendations to leadership and other stakeholders.

Benefits

• Comprehensive health benefits with a choice of options to match individual needs.
• 401(k) with company match.
• Starting compensation of $65,000 annually.
• Paid time off at time of hire.
• Annual allowance for company-branded clothing.
• Annual wellness stipend and other wellness programs.
• Additional benefits are referenced but not specified.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree