Commercial Transformation Analyst
Role Summary
This role sits at the intersection of systems, process, and people—enabling commercial transformation initiatives through the administration and evolution of our core system platforms (CRM, CPQ, CLM).
About the Role
The Commercial Transformation Analyst partners directly with Sales, Commercial Excellence (CE), Marketing, and Development teams to define business requirements, translate them into technical solutions, and ensure successful delivery through testing, training, and adoption.
Responsibilities
Own administrative support for CRM (Microsoft Dynamics), CPQ, and CLM platforms
Investigate, manage, and resolve user support tickets with a focus on root cause analysis
Maintain system configurations, workflows, and data integrity
Proactively identify opportunities for automation, simplification, and improved system performance
Partner with Sales, Marketing, CE and other stakeholders to gather and define business requirements
Translate business needs into functional specifications for Development teams
Understand the ROI for the need; ability to visualize the upstream and downstream risks & benefits
Communicate system capabilities effectively the first time, building trust with end users & increasing confidence
Support CRM, CPQ and CLM migration efforts & enhancements through direct involvement & effective project management
Manage timelines, priorities, and project milestones to achieve OTD and other core KPI metrics
Identify and proactively address risks, dependencies, and system impacts across the ecosystem
Develop and execute test plans
Lead or support UAT efforts & reduce preventable issues from later re-work
Validate end-to-end workflows
Ensure production readiness of system releases
Drive system adoption and user confidence
Deliver 1:1 and small group training sessions when needed; coordinate with Training & Enablement to deliver effective adoption of job aids & user documentation
Evaluate system changes for upstream & downstream impacts
Recommend improvements to workflows and user experience
Contribute to long-term system strategy
Qualifications & Skills
Experience & Core Capabilities: 8-12 years in commercial systems, sales operations, or related field or a master's degree and 6+ years of experience
Bachelor's degree or advanced degree in a related field
Microsoft Dynamics experience required; Strong SFDC background a major plus
Experience with both CPQ and CLM platforms
Experience in change management or commercial transformation initiatives
Strong project management skills
Ability to translate business requirements into technical solutions
Stakeholder Influence & Change Management: Experience driving adoption and change
Ability to influence without authority
Strong communication skills articulating the 'how' and 'why'
Technical & Analytical: CRM technical fluency
Experience with system integrations and data models
Strong problem-solving skills
Ability to create absorbable & effective documentation
Comfort working directly with end users
Comfortable working in a fast-paced, dynamic environment
Tools & Platforms: Microsoft Dynamics (CRM), Salesforce (SFDC), CPQ Software, CLM Software (e.g., Conga), Healthcare Databases (e.g., Definitive, IQVIA, etC), Microsoft Suite – Strong Excel background
Pay & Benefits
The rate of pay for this position will depend on the successful candidate’s work location and qualifications, including relevant education, work experience, skills, and competencies. If your location allows for pay/benefit transparency, please click the link below to request further information on this position. Pay Transparency Request Form (smartsheet.com)
Benefit Overview: This position offers a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) with company match, paid time off, parental leave.