Commercial Enablement & CRM Partner

Copeland•Sidney, OH
•Hybrid

About The Position

The Commercial Enablement & CRM Partner connects commercial priorities with the processes, CRM capabilities, and enablement sellers need to execute effectively. Working across Sales, Marketing, Revenue Operations, Revenue Enablement, Analytics, and Salesforce teams, this role leads CRM adoption, governance, business readiness, and continuous improvement to maximize CRM investments, simplify seller workflows, and improve sales execution across the U.S. HVAC & Enterprise OEM, U.S. Wholesale, U.S. Cold Chain OEM & End User, and Canada sales teams. The role develops CRM adoption, training, and support strategies; leads change management for new processes and technology; maintains CRM governance and data standards; and measures adoption, data quality, process adherence, seller productivity, workflow efficiency, and business impact. It leads the business-side deployment of CRM enhancements, migrations, and AI-enabled selling capabilities, coordinating requirements, solution design, user acceptance testing, release readiness, rollout, post-launch adoption, and value realization. It also works with sales leaders to improve pipeline governance, opportunity management, sales process discipline, and seller workflows. This is a hybrid-eligible position requiring at least three days per week in the office. The Sidney, Ohio campus is the location described in the posting.

Requirements

  • Bachelor's degree in Business, Marketing, Information Systems, Operations, or a related field.
  • At least 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.

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 to improve Salesforce utilization and seller productivity.
  • Lead change management for new processes, capabilities, and technology enhancements.
  • Gather seller feedback and partner with Revenue Enablement to embed CRM best practices in onboarding and ongoing development.
  • Maintain CRM governance standards, business rules, process documentation, and data requirements.
  • Improve data quality, process adherence, and reporting readiness in partnership with Analytics and Salesforce teams.
  • Track CRM adoption, data quality, process adherence, seller productivity, workflow efficiency, and business-impact measures to demonstrate value and prioritize continuous improvement.
  • Lead 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 that 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.

Benefits

  • Medical insurance plans
  • Dental coverage
  • Vision coverage
  • 401(k)
  • Flexible time off plans
  • Paid parental leave
  • Vacation leave
  • Holiday leave
  • Investment in employee development from onboarding through senior leadership
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