Commercial Operations Specialist

About the role

The Commercial Operations Specialist plays a key role in owning and driving organization, execution, and visibility across a growing commercial organization. This position serves as an operational leader for customer initiatives, partnering closely with sales leadership and cross-functional teams to ensure promotional activity, pricing, documentation, and customer requirements are executed accurately and on time.

Responsibilities

• Own and maintain customer pricing books and commercial documentation across assigned accounts
• Lead promotional setup and execution across customer systems and internal platforms
• Own the integrity of customer portals, item submissions, forms, and required documentation by identifying discrepancies and resolving issues proactively
• Monitor customer-specific requirements, submission timelines, and driving timely resolution of follow-up items
• Serve as a primary point of coordination for retailer and broker communication related to operational and commercial execution needs
• Own setup coordination and documentation for private label and co-manufacturing opportunities
• Develop and maintain promotional calendars, trackers, and supporting sales documentation
• Identify opportunities to improve and scale commercial processes as the organization grows
• Manage timelines and cross-functional follow-up for customer initiatives, launches, and commercial projects
• Drive accountability for open items and ensure timely completion across sales, marketing, supply chain, finance, quality, and operations
• Establish and maintain highly organized records and documentation to improve visibility and eliminate last-minute execution challenges
• Contribute to a more proactive, well-prepared commercial organization through strong ownership, communication, and follow-through
• Collect, organize, and analyze customer, promotional, and syndicated data to support sales efforts
• Identify trends, insights, and selling opportunities through data analysis
• Build, maintain, and enhance Excel-based reports, trackers, and comparative sales analyses that improve visibility into performance and execution
• Support customer-facing selling stories and business reviews with clear, actionable insights
• Own the development and organization of sales presentations and customer decks ensuring content is accurate and relevant
• Create presentation frameworks, data sections, charts, and supporting materials that enable effective selling conversations
• Partner with sales and marketing leadership to ensure materials are accurate, aligned, and customer ready
• Support internal sales meetings, planning sessions, and key commercial initiatives through strong preparation, analysis, and coordination

Qualifications

• Bachelor’s Degree preferred
• Three or more years of experience in CPG sales support, sales operations, commercial operations, category support, or a related field
• Strong analytical, organizational and project management skills with exceptional attention to detail
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to build reports, analyze data, and present findings clearly
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong communication, follow-up, and execution skills
• Self-starter mindset with a demonstrated ability to identify issues and drive solutions independently
• Experience working with retailer portals, customer systems, and commercial documentation
• Experience supporting private label or co-manufacturing business
• Familiarity with syndicated data platforms such as Circana, Nielsen, or SPINS
• Experience with promotional management, trade planning, or TPM systems
• Broker management or retailer support experience
• Experience building customer presentations and business review materials