Commercial Operations Manager

Role Overview

• Support commercial planning processes including quota setup, territory assignments, and sales coverage analysis.
• Assist with compensation plan administration by preparing data, tracking performance, and supporting reporting needs.
• Help document and reinforce established commercial policies, workflows, and expectations.
• Provide operational support to inside sales and commercial support (CSS) teams by helping clarify processes, handoffs, and reporting requirements.
• Prepare pricing, margin, and deal analysis under existing pricing and discount guidelines.
• Support deal desk workflows by coordinating deal submissions, preparing analyses, and tracking approvals.
• Maintain pricing reference materials, deal templates, and supporting documentation.
• Partner with Finance and Sales to support review of non-standard deals requiring approval.
• Produce recurring sales, pipeline, and revenue reports for sales leadership.
• Build and maintain dashboards within CRM and reporting tools to track pipeline health, bookings, and sales activity.
• Support forecasting processes by compiling data, updating forecasts, and analyzing variances.
• Translate data into clear summaries and insights for sales leaders and internal stakeholders.
• Serve as a day-to-day operational administrator for the CRM system (e.g., Salesforce), focused on reporting, user support, and data hygiene.
• Monitor data quality and ensure consistent use of CRM processes by sales teams.
• Partner with IT or external vendors to support minor system enhancements and issue resolution.
• Assist with documentation of standard opportunity management and reporting processes.
• Work closely with Sales, Finance, Marketing, and Operations to meet ongoing commercial reporting and operational needs.
• Support commercial operations projects such as reporting enhancements, process updates, and new tool adoption.
• Identify opportunities to improve efficiency, data quality, and reporting clarity.
• Participate in change management activities by supporting communication and training related to commercial processes.

Requirements

• Bachelor’s degree in Business, Finance, Analytics, or related field required.
• 2-4 years of experience in Commercial Operations, Sales Operations, Business Analytics or related roles
• Exposure to sales analytics, forecasting, compensation support, and CRM reporting.
• In-depth understanding of CRM platforms, with a preference for Salesforce.
• Proficient in Microsoft Office Suite, particularly with advanced Excel capabilities.
• Experience working cross-functionally with sales, finance, and service teams, in a collaborative environment.
• Proven ability to manage and improve operational processes and workflows.
• Excellent communication, organizational, and problem-solving skills.
• Skilled in organizing and interpreting data to create clear, actionable reports.
• Capable of analyzing data and generating reports for senior leadership.
• Detail-oriented with a focus on accuracy and compliance.
• Leadership experience and ability to work in a fast-paced, dynamic environment.
• Strong customer service orientation and ability to manage multiple priorities effectively.
• Ability to travel domestically as needed
• Must be able to successfully pass a background check and a drug test prior to starting position.

Benefits

• Paid time off
• Healthcare insurance (medical dental, and vision coverage)
• Accident insurance, critical illness, and hospital indemnity insurance
• Short term (employee paid) and long-term disability (employer paid)
• Life insurance (including supplemental, spouse and child)
• 401K plan with company matching
• Continuous learning and development
• offering opportunities for training, workshops, and certifications
• Our fun and inclusive work environment celebrates diversity and fosters growth, making every day an opportunity to thrive