Sales Operations Specialist (Onsite)

Original Template • Marshfield, WI

12d • 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, and project coordination, with responsibility for meaningful projects that influence how the team operates. The specialist will manage the CRM system, develop dashboards and reporting tools, coordinate customer bids, and lead initiatives to improve efficiency across departments. A sales background is not required; the company seeks 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, and is full-time. Compensation starts at $65,000 annually. Nelson-Jameson is a family-owned company and describes its culture as supportive, collaborative, ethical, and committed to accountability, teamwork, growth, and respect for people, the community, and the environment.

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 CRM or comparable business software.
• Strong analytical skills, attention to detail, and curiosity 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 system, managing 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, and supporting resources.
• Develop training materials and provide ongoing system training and technical support.
• Develop 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 activities, 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 bid responses.
• Track bid activity and outcomes, identify trends, and recommend improvements to future processes.
• Lead cross-functional sales operations projects and use tools such as ClickUp to manage timelines, deliverables, and stakeholder communication.
• Identify opportunities to leverage technology, improve workflows, and develop practical solutions proactively.
• 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.
• Competitive compensation starting at $65,000 annually.
• Paid time off available at time of hire.
• Annual allowance for company-branded clothing.
• Annual wellness stipend and other wellness programs.

What This Job Offers

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