Process Optimization SpecialistAbout the roleThe Process Optimization Specialist works with sales leadership and operations to streamline processes, improve data accuracy, and automate repeatable workflows. This role focuses on process optimization, reporting automation, and CRM data quality and integration to help the Sales team operate more efficiently.
Success in this role also requires driving user adoption. The ideal candidate is a strong communicator and change agent who can engage both operational and executive stakeholders, prioritize high-impact initiatives, and translate technical solutions into clear business value. The selected candidate should anticipate travel to our Saginaw facility a few times a month.
Key ResponsibilitiesSales process improvement & operational efficiency:- Map current Sales operational processes and identify bottlenecks, rework, and data quality or control gaps.
- Design standardized workflows, templates, and SOPs that reduce cycle time and improve accuracy.
- Build lightweight governance: prioritization, documentation, and change management to enable scalable, well controlled process and system improvements.
Automate manual work to produce presentations & recurring materials:- Automate creation of recurring deliverables by pulling structured data from CRM and related sources.
- Develop reusable slide templates and auto-population routines to minimize manual effort and improve version control and accuracy.
- Create "single source of truth" reporting views that feed these materials, including dashboards and automated refreshes.
CRM inputs, data integrity, and user adoption- Improve CRM data quality through validations, guided entry, standard definitions, and monitoring routines.
- Identify root causes of poor data (process gaps vs. tool friction vs. training needs) and implement fixes.
- Build job aids and run enablement sessions to improve consistent CRM/SBS usage.
CRM tool/system integration & automation- Support and continuously improve integrations between CRM and key tools.
- Partner with IT and process owners to document requirements, coordinate testing, manage change control, and support implementation plans.
- Leverage Microsoft Power Platform capabilities (Power Automate, Power Apps, Power BI) where appropriate for scalable automation and self-service tools.
Data activation & actionable insights- Build dashboards, reports, and alerts that translate CRM and sales activity into insights for decision-making.
- Establish consistent KPI definitions and reporting cadence.
Required Qualifications- 3+ years' experience in Sales Operations, Revenue Operations, Sales Systems, Business Analytics, Process Improvement, or Automation-focused roles.
- Hands-on experience with CRM platforms (e.g., Microsoft Dynamics 365 / Salesforce / similar), including data structures, reporting, and user workflows.
- Proven experience streamlining processes and implementing automations that reduce manual effort.
- Familiarity with AI tools and their practical application to sales operations workflows, including use cases in data analysis, process automation, and decision support.
- Strong communication and stakeholder management skills: ability to translate Sales processes into clear requirements, work effectively across working-level and executive audiences, and drive user adoption through enablement, and change management
Preferred Qualifications- Experience supporting CRM-integrated projects, including integrations between sales technologies.
- Experience with Microsoft Power Platform (Power Automate / Power Apps / Power BI).
- SQL and/or strong analytics tooling experience (Power BI, Tableau, etc.) used to produce dashboards and insights.
- Experience with ETL pipeline development, data architecture design, and building out scalable analytics infrastructure is highly valued. Familiarity with Microsoft Fabric (or comparable modern data platforms) is a plus.
- Hands-on experience building AI-specific pipelines or solutions - such as designing and deploying multi-agent frameworks, integrating LLM APIs into business workflows, building prompt engineering pipelines, or connecting AI tooling to enterprise data sources.
- Process improvement certification/experience (Lean, Six Sigma) and strong documentation habits. Familiarity with BPMN (Business Process Model and Notation) for process mapping and documentation is a plus.
Education Requirements- Bachelor's degree in Business, Analytics, Information Systems, Engineering, or related.
