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