Sales and Marketing Operations Specialist

Why capSpire? 

capSpire is a global consulting and solutions company that solves difficult business and technology problems for commodity-focused organizations.  

We take pride in putting our people first and are proud to be recognized consecutively as a Great Place to Work for our strong company culture focused on our people and enabling them to achieve their best. As a vendor-independent consultancy, you’ll work with traditional technologies and leading-edge solutions for on-premises and Cloud. We offer our employees progression, development and a diverse range of client engagements. 

As a Sales & Marketing Operations Specialist, you will be responsible for supporting the Sales and Marketing organizations with day-to-day process optimization, reporting and analytics, and maintaining CRM system effectiveness. 

Key Responsibilities: 

CRM and System Management: 

• Provide support and training to ensure sales and marketing teams are leveraging tools effectively while managing compliance 

• Automate workflows such as lead handoffs, follow-ups, and reporting. 

• Ensure that lead, contact, opportunity, and campaign data in CRM and marketing platforms are clean and up to date. 

• Oversee the integration of sales and marketing systems (e.g. Monday.com, Mailchimp, zoominfo. website inbounds) 

Data Analysis and Reporting: 

• Analyzing sales data, identifying trends, and generating reports to provide insights for sales leadership and team members.  

• Support the analysis of campaign ROI by tying leads and opportunities back to marketing efforts 

Sales & Marketing KPI Tracking: 

• Monitoring and tracking key performance indicators (KPIs) to measure sales effectiveness and identify areas for improvement.  

• Generate reports that track the performance of marketing campaigns in terms of leads generated, conversion rates, and influenced revenue. 

• Build and maintain real-time dashboards for metrics like MQL to SQL conversion, pipeline velocity, marketing-influenced revenue, Time between each sales phase and Time to Close, and Customer Acquisition cost. 

Process Optimization: 

• Streamline and improve sales processes to enhance efficiency and productivity.  

• Collaborate with marketing to refine and operationalize lead scoring, lead routing, and lifecycle tracking to ensure timely and accurate  

• Monitor the lead lifecycle and provide insights into bottlenecks or drop-off points. 

Team Collaboration 

• Help facilitate and enforce Service Level Agreements (SLAs) between marketing and sales, such as follow-up times and lead qualification criteria. 

• Facilitate regular reviews between sales and marketing to improve targeting, messaging, and campaign quality. 

• Provide insights into what types of campaigns or content are driving pipeline and revenue impact. 

Sales Enablement 

• Help onboard new sales team members with tools, templates, and training guides 

• Manage and update sales playbooks, templates, and knowledge bases 

• Coordinate internal communications around new products, pricing, or go-to-market strategies 

• Support creation of sales collateral and training material in collaboration with Marketing 

Marketing Enablement 

• Act as a liaison between Marketing and Sales to ensure awareness of campaigns, events, and content 

• Distribute marketing-generated content and ensure alignment with sales needs and messaging 

• Educate the sales team on marketing assets, campaigns, and how to best leverage them in the sales cycle 

• Track engagement and utilization of marketing tools and materials by the sales team 

Sales & Marketing Tools Adoption 

• Serve as a point of contact for questions about CRM, sales engagement platforms, and marketing tools 

• Deliver periodic training sessions or create quick-reference guides to ensure tool usage and compliance 
• Gather feedback from users to recommend improvements or enhancements to tool usage 

Common Skills and Qualifications: 

• Bachelor's degree in business administration, Marketing, or related field. 

• 3+ years of experience in sales operations, marketing operations, or business analysis with a B2B environment. 

• Experience supporting both sales and marketing functions in a technology, services, or SaaS setting preferred. 

• Understanding and knowledge of sales processes and best practices. 

• Proficiency in CRM systems (e.g., Salesforce, HubSpot, Monday.com) as well as marketing automation tools 

• Experience with system integration and workflow automation tools (e.g. custom API integrations) 

• Proficiency in data analysis using MS Excel, Google Sheets, or BI tools and ability to design and maintain KPI dashboards and campaign performance reports 

• Strong analytical skills 

• Excellent communication and interpersonal skills, with the ability to translate data into actionable insights 

• Ability to work independently and collaborate with cross-functional teams (Sales, Marketing, Finance) 

• Ability to prioritize tasks and manage time effectively.  

This job description is intended to outline the primary duties, qualifications, and expectations of the ‘Sales & Marketing Operations Specialist role. The specific responsibilities and requirements may vary based on organizational needs and industry standards. 

About the capSpire team: 

To understand who our people are, you should first understand what they’re not: replaceable. Each member of the team is chosen carefully and with intention. We believe that finding the right fit is more important than a laundry list of credentials – and that people are people first, and titles second.  

Because we hire the capSpire way, our team is certainly one of a kind. We’ve brought together incredible talent that regularly collaborates to create clean, fresh solutions. That effort has led to remarkable opportunities, including work with many Fortune 500 clients. We’ve found that the winning combination of exciting achievements, trust in one another and open communication lays the groundwork for long-lasting, successful careers. That, and the fact that we clap for each other at every opportunity. 

Problem solvers, go-getters and charge-takers - we (really) want to hear from you.