CRM & Sales Specialist

We are seeking a Marketing- and Sales-focused CRM & Sales Specialist to support and optimize the full email marketing, lead management, and sales lifecycle
. This role is not an IT or systems engineering position — it is ideal for someone with hands‑on experience in marketing operations, sales operations, and CRM execution who understands how leads are generated, nurtured, handed to Sales, and tracked through close.

This role will own the day‑to‑day development, maintenance, and optimization of our CRM to ensure it effectively supports marketing campaigns, email nurture programs, lead routing, and sales follow‑up. The Specialist will partner closely with Marketing and Sales to improve data quality, pipeline visibility, and conversion performance.

While the role collaborates with IT and Finance on system alignment, its primary focus is marketing automation, email campaigns, lead lifecycle management, reporting, and CRM usability — not backend development or IT infrastructure.

• Own the structure, cleanliness, and usability of the CRM to support marketing and sales workflows.
• Audit the current CRM setup (fields, pipelines, lifecycle stages, workflows) and recommend improvements that align with marketing and sales needs.
• Build and document CRM standard operating procedures (SOPs) for lead entry, routing, follow‑up, and lifecycle progression.
• Ensure CRM reflects real‑world sales activity and provides clear visibility into lead status and outcomes.
• Design, build, and optimize email nurture campaigns and marketing funnels that move prospects through the sales pipeline.
• Maintain and segment subscriber lists and lead databases, ensuring accuracy, compliance, and proper opt‑in tracking.
• Develop and maintain lead scoring models, segmentation strategies, and lifecycle definitions in partnership with Marketing and Sales.
• Monitor email performance, deliverability, and engagement metrics to improve campaign effectiveness.
• Conduct outbound follow‑up calls on assigned leads to:
• Verify contact accuracy
• Understand lead intent
• Confirm how leads were handled by Sales
• Document call outcomes, disposition, and next steps in the CRM.
• Audit lead follow‑up execution by reviewing response times, contact attempts, and resolution.
• Flag gaps, inconsistencies, or unworked leads to Sales and Marketing leadership.
• Collaborate with Sales to refine lead routing, SLAs, and feedback loops that improve lead quality and conversion.

• Build and deliver dashboards and reports for Marketing, Sales, and Leadership, including:
• Lead conversion rates
• Campaign results
• Translate CRM and email data into actionable insights that improve marketing and sales alignment.

• Partner with IT and Finance as needed to ensure CRM data aligns with ERP and reporting needs.
• Assist with light CRM-to-ERP coordination from a business process perspective
  , not a technical development role.
• Identify opportunities to streamline workflows and reduce manual effort through better CRM usage.
• Support general marketing initiatives and ad hoc projects as assigned.

• 3+ years of experience in a marketing operations, sales operations, or CRM‑focused role
• Hands‑on experience managing a CRM as a business tool (admin or power‑user level)
• Strong understanding of sales pipelines, lead life cycles, and email marketing workflows
• Experience with platforms such as Hub Spot, Salesforce, Zoho CRM, or similar
• Proven experience building and managing:
• Lead scoring and segmentation
• Experience creating reports and dashboards for marketing and sales performance
• Comfort making professional outbound calls to validate lead handling and gather feedback
• Strong documentation, organization, and process‑oriented mindset
• Excellent communication skills for working with Sales, Marketing, and leadership

• CRM or marketing automation certifications (Hub Spot, Salesforce, Zoho)
• Experience working in B2B, manufacturing, or long sales‑cycle environments
• Familiarity with CRM-to-ERP alignment from a business reporting perspective (not development)

• Improved CRM adoption and data accuracy
• Increased lead‑to‑opportunity and MQL‑to‑SQL conversion rates
• Higher engagement and performance of email nurture campaigns
• Improved visibility into lead status and sales follow‑up
• Reduced unworked, stale, or duplicate leads
• Strong alignment between Marketing‑generated leads and Sales outcomes
• Consistent, actionable reporting for leadership

• Opportunity to play a key role in shaping marketing and sales operations
• Hands‑on ownership of CRM strategy and execution
• Professional development support for CRM and marketing certifications