Job Description:
The Commercial Operations Specialist is responsible for supporting the Commercial organization by providing sales reporting, CRM administration, business analytics, and operational support that drive informed decision-making and revenue growth.
This role owns the accuracy, integrity, and delivery of Commercial reporting and data, enabling Commercial Leadership to maximize customer-facing time, improve operational efficiency, and make informed business decisions.
This role requires strong analytical skills, advanced Excel knowledge, attention to detail, and the ability to independently manage multiple priorities while partnering with Sales, Marketing, and Operations.
The incumbent will report directly to the Commercial Director.
Commercial Operations Specialist Job Duties:
- Own the integrity of Commercial reporting by ensuring CRM data quality, reporting accuracy, and timely delivery of business insights that enable Commercial Leadership to make informed decisions.
- Compile and analyze daily, weekly, and monthly sales performance data to produce accurate, executive-level reports.
- Maintain and oversee the CRM platform to ensure data integrity, pipeline accuracy, and consistency across the Commercial organization.
- Conduct routine CRM audits to identify missing, incomplete, or inaccurate opportunity information and communicate deficiencies to the appropriate Sales Representative or Manager for timely resolution.
- Generate recurring CRM exception reports, including missing opportunity values, close dates, pipeline stages, service lines, activity history, duplicate opportunities, and other required sales data.
- Build, maintain, and optimize advanced Microsoft Excel workbooks utilizing Pivot Tables, XLOOKUP, VLOOKUP, IF statements, formulas, Power Query, and other analytical tools.
- Analyze sales performance metrics and identify trends to support strategic business decisions and revenue growth.
- Identify opportunities to improve administrative and operational workflows by implementing efficient processes and best practices.
- Recommend and implement process improvements that reduce administrative burden and improve Commercial efficiency.
- Partner with Commercial Leadership to develop reporting tools, dashboards, scorecards, and performance metrics.
- Prepare weekly Commercial reporting packages, dashboards, and meeting materials to support Regional Customer Solutions Managers, Commercial Leadership, and Executive Leadership.
- Support the team by providing Marketing campaign performance reporting, lead generation analytics, and customer data insights.
- Coordinate the onboarding process for new Sales Representatives, including CRM setup, reporting access, and sales support resources.
- Maintain Commercial commission QC, identify discrepancies, and prepare commission reporting for leadership review and approval.
- Collaborate with cross-functional teams to ensure seamless communication and execution of commercial initiatives.
- Generate reports and presentations for executive leadership to support operational and strategic planning.
- Protect confidential Company and customer information while maintaining the highest level of professionalism.
- Perform other job-related duties as assigned.
