Commercial Enablement & CRM Partner

Copeland•Sidney, OH

3d•Hybrid

About The Position

The Commercial Enablement & CRM Partner connects commercial priorities with the processes, CRM capabilities, and enablement sellers need to execute effectively. The role works across Sales, Marketing, Revenue Operations, Revenue Enablement, Analytics, and Salesforce teams to lead CRM adoption, governance, business readiness, and continuous improvement. Its goal is to maximize CRM investments, simplify seller workflows, and improve sales execution across U.S. HVAC & Enterprise OEM, U.S. Wholesale, U.S. Cold Chain OEM & End User, and Canada sales teams. The position develops CRM adoption, training, and support strategies; maintains governance, business rules, process documentation, and data requirements; and leads business-side deployment of CRM enhancements, system migrations, and AI-enabled selling capabilities. It coordinates requirements, solution design, user acceptance testing, release readiness, communications, rollout, post-launch adoption, and value realization. The role also partners with sales leaders to strengthen pipeline governance and opportunity management, and uses seller feedback and performance insights to improve commercial processes and effectiveness. This role is hybrid eligible and requires working in the office at least three days per week. Colleagues are expected to work together in person and adjust hybrid days based on business needs. The position is located at Copeland’s Sidney, Ohio campus.

Requirements

Bachelor's degree in Business, Marketing, Information Systems, Operations, or a related field.
3+ years of experience in Revenue Operations, Sales Operations, Commercial Excellence, CRM, Sales Enablement, or a related function.
Experience supporting Salesforce or a similar CRM, with strong knowledge of sales processes, pipeline management, forecasting, and commercial operations.
Proven ability to lead cross-functional change and complex initiatives, translate business needs into actionable requirements, solve problems, and communicate effectively across business and technical teams.
Strong analytical skills, including proficiency in Microsoft Excel and the ability to interpret CRM, pipeline, adoption, and performance data and translate findings into actionable business improvements.
Legally authorized to work in the United States; the employer will not provide work authorization sponsorship.

Nice To Haves

Salesforce certification or advanced experience leading CRM adoption or digital transformation initiatives.
Experience with AI-enabled sales tools, change management, and seller enablement.
Experience working in a complex, matrixed organization.

Responsibilities

Develop CRM adoption, training, and support strategies that improve Salesforce utilization and seller productivity.
Lead change management for new processes, capabilities, and technology enhancements.
Gather seller feedback and work with Revenue Enablement to embed CRM best practices into onboarding and ongoing development.
Maintain CRM governance standards, business rules, process documentation, and data requirements.
Partner with Analytics and Salesforce teams to improve data quality, process adherence, and reporting readiness.
Track CRM adoption, data quality, process adherence, seller productivity, workflow efficiency, and business-impact measures to demonstrate value and prioritize continuous improvement.
Lead the business-side deployment of CRM enhancements, system migrations, and AI-enabled selling capabilities.
Develop and support prioritization of business requirements, partnering with Enterprise Salesforce teams on solution design, technical delivery, and platform strategy.
Coordinate user acceptance testing, release readiness, communications, rollout, post-launch adoption, and value realization for new CRM capabilities.
Translate commercial priorities, seller feedback, and performance insights into actionable CRM and process improvement priorities.
Partner with sales leaders to strengthen pipeline governance, opportunity management, and sales process discipline.
Simplify seller workflows and use performance insights to identify opportunities to improve commercial effectiveness.
Ensure CRM workflows, opportunity management practices, and sales processes reinforce established commercial methodologies and ways of working.
Establish structured seller and sales-leader feedback loops to identify workflow friction, adoption barriers, and improvement opportunities, and translate insights into CRM and commercial process priorities.