Commercial Excellence Manager

About the role

The Commercial Excellence Manager will help drive commercial performance across a diverse B2B industrial business portfolio. This role combines sales operations, business intelligence, CRM strategy, forecasting, automation, and commercial analytics to improve sales execution and profitability.

Responsibilities

• Lead multiple concurrent projects focused on improving, upgrading, and optimizing commercial and sales processes to increase efficiency, strengthen execution, and enhance the customer experience.
• Maintain the architecture, performance, and data governance of business intelligence solutions, including Power BI dashboards and reports.
• Develop and maintain executive-level dashboards and scorecards covering orders, sales, backlog, forecast accuracy, pipeline health, quote activity, price realization, margin performance, and key growth initiatives.
• Establish and continuously improve sales, order, and demand forecasting processes using business intelligence tools, CRM data, and cross-functional business input.
• Lead customer segmentation, account prioritization, and commercial analytics initiatives to support resource allocation, growth planning, and strategic account management.
• Serve as the primary CRM strategy and adoption champion, supporting system design, implementation, training, data quality, reporting, administration, and ongoing improvements.
• Implement and support CRM configuration changes, including workflows, approval processes, field modifications, dashboards, reporting views, and user adoption initiatives.
• Establish win/loss reporting and competitive intelligence processes to improve sales pursuit effectiveness and commercial decision-making.
• Manage new product introduction opportunity tracking from concept through start of production and revenue realization.
• Support pricing strategy, margin analytics, and quote-to-order process optimization.
• Lead the development of commercial automation initiatives, including lead routing, customer-facing tools, and quote-to-order enhancements.
• Drive AI, automation, and digital transformation initiatives that improve sales productivity, reporting efficiency, analytics, and business intelligence capabilities.
• Build strong relationships with business leadership and cross-functional teams to align commercial initiatives with strategic priorities and business goals.
• Apply data-driven insights to identify opportunities for continuous improvement, scalable processes, and greater commercial efficiency.
• Perform additional responsibilities as assigned.

Requirements

• Bachelor’s degree in Business, Marketing, Engineering, or a related field; an equivalent combination of education and relevant experience may be considered.
• 3+ years of experience in sales operations, sales, marketing, finance, analytics, or another related commercial function.
• Experience working in a fast-paced, metrics-driven environment while managing multiple priorities and making timely, strategically aligned decisions.
• Strong proficiency with CRM systems such as Salesforce, Power BI, and sales reporting tools, preferably including prior administrator or super-user experience.
• Advanced proficiency with Microsoft Excel, PowerPoint, Word, Teams, OneNote, and SharePoint.
• Experience using AI tools, including Microsoft Copilot, to improve process efficiency, automate reporting, analyze data, and increase sales productivity.
• Ability to present complex information clearly and effectively to audiences across sales, operations, finance, and business leadership.
• Strong interpersonal, project management, communication, analytical, and motivational skills.
• Exceptional attention to detail and a demonstrated ability to build scalable processes and identify operational efficiencies.
• Understanding of common commercial practices and the ability to identify continuous improvement opportunities across sales, reporting, forecasting, and order management.
• Experience in instrumentation, industrial controls, heavy-duty or commercial vehicles, mobile machinery, construction, food equipment, or similar B2B industrial markets is preferred.
• Experience with Oracle ERP software is preferred.
• Experience supporting long-cycle sales processes, OEM customers, custom-engineered solutions, forecasting, quoting, and cross-functional commercial execution is preferred.
• Demonstrated willingness and ability to identify appropriate AI use cases, critically evaluate AI-generated outputs, and apply AI tools to improve productivity, decision-making, quality, and cost efficiency.
• Ability to work independently and collaboratively while maintaining strong stakeholder relationships.

Benefits

• Competitive compensation.
• Holiday pay and paid time off.
• Health, vision, and dental insurance.
• 401(k) plan with company matching.
• Flexible spending accounts (FSAs).
• Health savings account (HSA) with employer contribution.
• Life insurance and disability insurance.
• Family medical leave.
• Paid parental leave.
• Employee referral program.
• Tuition reimbursement program.
• Employee assistance program.
• Remote work arrangement within the United States.
• Opportunities to work in a fast-paced environment with meaningful commercial impact.
• Opportunities for career advancement within the business unit and across the broader organization.
• Exposure to AI, automation, business intelligence, CRM transformation, and commercial strategy initiatives.