Job Title: Sales Operations Sr Manager – CRM System

Location: Within 30 miles of any Advantage Sales office

About the Role:

We’re looking for a collaborative and detail-oriented Sales Operations Sr Manager to join our Branded Services Operations team. In this role, you’ll take the lead on managing and enhancing our CRM system (Microsoft Dynamics 365) ensuring it’s not just running smoothly but evolving to meet the needs of our fast-moving sales organization.

You’ll be part of a small but mighty team that’s shaping the future of Sales Operations. We’re building smarter systems, streamlining processes, and helping our sales teams focus on what they do best, serving our clients.

You’ll work closely with cross-functional teams across Sales, IT, Finance, HR, and others to improve how we track our accounts, integrate systems, and maintain clean, reliable data. If you love turning complexity into clarity and enjoy building tools that help sales teams thrive, we’d love to meet you.

What You’ll Do:

• Own day-to-day CRM administration, including user support, data hygiene, and system configuration.
• Support foundational enhancements to our CRM platform—think smarter account structures, better system design, and seamless integrations with tools like SAP
• Partner with Sales, IT, and Operations teams to align CRM functionality with business needs.
• Help define and enforce data governance standards to ensure consistency and accuracy across the system.
• Identify opportunities to streamline workflows and improve the user experience for our sales teams.
• Support reporting and analytics efforts by ensuring the CRM captures the right data in the right way.
• Enable teams by leading CRM training sessions with market teams and/or new users
• Assist in the creation of playbooks, data dictionaries and overall enablement of the processes and rigor needed for sustaining and change management efforts.

What You Bring:

• Experience working in a CRM system (Salesforce, Dynamics, or similar) and partnering with IT teams
• A knack for translating business needs into system solutions.
• Strong communication skills—you’re comfortable working across teams and explaining technical concepts in plain language.
• A process mindset—you enjoy finding better, simpler ways to get things done.
• Bonus: experience with system integrations (e.g., SAP, Workday) or data governance frameworks.

Requirements:

• Undergraduate degree
• 5 years of work experience in SalesOps/RevOps working as a business administrator for Dynamics; Ideally across Marketing, Sales, Customer Success, and Service Delivery
• Strong problem solving and analytical skills with proven outcomes.
• Good data management skills including Excel. Experience in BI tools (PowerBI, Tableau, etc.) is a plus.
• Strong written, oral, and conversational skills
• Experience in CPG industry preferred
• Strong work ethic, overcomes obstacles routinely

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Responsibilities

Manage the Day-to-Day Operations
• Collaborate with stakeholders to define and implement operational and technical solutions for business needs.
• Provide Help Desk support to Advantage’s CRM users including troubleshooting, managing tickets, developing reports, changes to system due to business changes (e.g., hierarchy)
    o Develop and implement automated workflows, approvals, and processes to improve efficiency, build and maintain documentation
    o Optimize processes working with Ops team-mates and business users.
    o Develop reports, dashboards, and forms tailored.
    o Manage routine changes in configuration, naming, etc. that should not require System Admin support.
    o Onboard new users, analyze adoption and usage,
• Provide operational and technical guidance and training
• Work with training to develop end user and manager training including: User Training & Support

Develop New Capabilities:
• Develop reporting, dashboards for business leaders, and front-line staff.
• Develop Marketing automation capabilities with stakeholders, i.e. Communications and IT teams, to set up strong lead management processes.
• Take new capabilities and make them routine processes
• Support key management processes including annual planning, budgeting, performance evaluation, and other routine efforts.

Supervisory Responsibilities
Direct Reports
This position does not have supervisory responsibilities for direct reports.
Indirect Reports
Does not have direct reports but may delegate work of others and provide guidance, direction, and mentoring to indirect reports.

Minimum Qualifications
Education Level: Bachelor's Degree Required. Advance Degree Preferred.
Experience Requirements: 8+ years of work experience in SalesOps/RevOps working as a business administrator for Dynamics; Ideally across Marketing, Sales, Customer Success, and Service Delivery. MSFT Dynamics Certification.  

Knowledge, Skills, and Abilities

• Strong problem solving and analytical skills with proven outcomes.
• Good data management skills including excel, SQL and BI tools (PowerBI, Tableau, etc.) needed.
• Experiences with other technologies in modern CRM stack.
• Strong written, oral, and conversational skills
• Interest in CPG and retailing preferred.
• Strong work ethic who overcomes obstacles routinely
• Relationship builder

Environmental & Physical Requirements

Office / Sedentary Requirements Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the abilty to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.