Sales Operations & CRM Specialist

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Sales Operations & CRM Specialist

role at

MSD .

The Sales Operations & CRM Specialist supports a high‑performing sales organization by optimizing processes, data, and tools across the lead‑to‑order lifecycle. The role ensures the CRM platform effectively supports the end‑to‑end sales process and delivers reliable, actionable data. It involves system administration, configuration, and integrations, maintaining data quality and building reports and dashboards for sales execution and leadership oversight.

Roles & Responsibilities

Execute monthly and quarterly sales calculations with high accuracy and reconcile with sales team and finance actuals.

Perform incentive (SIP) calculations accurately and on time, maintaining clear crediting rules, audit trails and dispute resolution processes.

Deliver accurate, timely sales reports and dashboards to stakeholders on a daily basis, ensuring consistent definitions and clear insights.

Establish and enforce data quality governance standards to ensure completeness, accuracy and timeliness.

Administer Veeva CRM (users, roles, permissions), configure fields, objects, and automations.

Maintain data integrity: imports, deduplication, validation rules and audits.

Build reports, dashboards and pipelines tailored to sales and leadership needs.

Integrate Veeva CRM with related systems.

Train users, create documentation and provide ongoing support; champion best practices.

Gather requirements and deliver enhancements; manage release testing and governance.

Qualifications, Skills & Experience

Bachelor’s degree in business or a related field.

At least 2 years of proven experience in sales effectiveness or business analytics.

Advanced analytical and problem‑solving skills with proficiency in Excel, Tableau and Power BI.

Proven track record implementing or improving sales processes and CRM configurations.

Managed data quality programs and integrations across systems.

Proactive mindset with strategic thinking and innovative problem‑solving to address challenges.

Excellent project management skills to ensure timely and successful delivery of initiatives.

Meticulous attention to detail, ensuring accuracy and quality in all aspects of work.

Required Skills

Academic Quality Improvement Program (AQIP)

Agile Coaching

Business Data Analytics

Content Creation

Customer Relationship Building

Customer Relationship Management (CRM) Utilization

Data Analysis

Data‑Driven Decision Making

Data Quality Control

Digital Content Development

Direct Marketing

Event Planning

Market Research

Planning Budgeting And Forecasting (PBF)

Pricing Strategies

Product Management

Project Management

Release Testing

Sales Pipeline Management

Sales Process

Strategic Thinking

System Administration

Veeva CRM

Seniority Level Not Applicable

Employment type Full‑time

Job function Marketing and Product Management

Industries Biotechnology Research, Pharmaceutical Manufacturing and Veterinary Services

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