CRM/ERP Sales Operations Specialist (Microsoft Business Central)

Overview

Enable a streamlined revenue process by owning CRM/ERP data quality in Microsoft Business Central and delivering best-in-class administrative, marketing, and event support to the VP of Sales and go-to-market teams.

Key responsibilities

Sales operations

• Validate and enter new leads; maintain complete, accurate records
• Compile pre-quote lists for bi-weekly discovery sessions
• Create quotes in Business Central and set up SharePoint folders containing pricing back-up, technical drawings, SCD and STEP files, and email context as needed
• Prepare the weekly review list; convert approved quotes into sales orders
• Attach required documents to order files: purchase orders, terms & conditions, COC, QA requirements, and related materials
• Perform routine data audits; ensure alignment among quotes, sales orders, purchase orders, and all supporting documentation

Reporting

• Generate weekly and monthly reports on pipeline, quote activity, and bookings

Trade shows

• Own planning and logistics: registration, booth materials, shipping, vendor coordination
• Capture and route post-show leads; coordinate timely follow-up

Marketing enablement

• Maintain brochures, product sheets, case studies, and digital assets
• Develop and refine PowerPoint presentations for sales meetings, trade shows, and executive briefings
• Coordinate proposals—drafting, formatting, assembling; manage version control and deadlines

Stakeholders

• Partner closely with the VP of Sales and collaborate across Sales, Marketing, and Customer Service

Qualifications

• Hands-on experience with Microsoft Business Central
• Strong organizational and administrative capabilities
• Comfort managing multiple priorities and coordinating cross-functional deliverables
• Excellent written communication and slide formatting skills
• Knowledge of trade show logistics and marketing workflows
• High attention to detail and dedication to data accuracy
• Experience in a B2B environment

Success looks like

• Clean, consistent BC data across the quote-to-order lifecycle
• On-time event execution and rapid post-show lead follow-up
• Clear, timely reporting that informs pipeline and bookings decisions
• Polished presentations and proposals that win business