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.
Key Responsibilities
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.
Reporting & Insights
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.
Cross-Functional Collaboration (Non-IT Focused)
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.
Required Skills & Experience
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 lifecycles, and email marketing workflows
Experience with platforms such as
HubSpot, 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
Preferred / Nice-to-Have
CRM or marketing automation certifications (HubSpot, 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)
Success Metrics / KPIs
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
What We Offer
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
#J-18808-Ljbffr
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.
Key Responsibilities
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.
Reporting & Insights
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.
Cross-Functional Collaboration (Non-IT Focused)
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.
Required Skills & Experience
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 lifecycles, and email marketing workflows
Experience with platforms such as
HubSpot, 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
Preferred / Nice-to-Have
CRM or marketing automation certifications (HubSpot, 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)
Success Metrics / KPIs
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
What We Offer
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
#J-18808-Ljbffr