Sales Operations Specialist (Onsite)

• →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.

• 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.

How to Apply:
If you’re ready to drive your career forward with a company that values hard work, safety, and excellent customer service, apply now on our career site!

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.