Commercial Lead | IFS Copperleaf

IFSMiami, FL
3h$120,000 - $150,000Hybrid

About The Position

IFS Copperleaf helps some of the world’s largest organizations make better strategic decisions. Our AI-powered decision analytics software enables clients to optimize investment planning and asset management, aligning decisions with corporate strategy to deliver the highest value. At IFS Copperleaf, we’re collaborative, customer-focused, and passionate about creating solutions that have a real-world impact. IFS Copperleaf is seeking a dynamic and strategic Commercial Lead to drive our commercial operations and ensure alignment with business objectives. In this role, you will own the pricing and commercial strategy for our asset investment planning solutions, playing a pivotal part in optimizing revenue streams, customer relationships, and operational efficiency. You will collaborate closely with cross-functional teams including product, finance, sales, and marketing to develop and execute strategies that support growth in a SaaS environment. This role requires travel every quarter to Vancouver, London, and other locations. As part of our high-performance culture, we value accountability, collaboration, innovation, and customer-centricity. We expect you to demonstrate ownership of outcomes, a bias for action, and a commitment to continuous improvement in everything you do.

Requirements

  • Proven experience in a SaaS business, with a strong track record in commercial strategy, pricing, or revenue operations.
  • Commercially savvy with the ability to analyze data, identify trends, and make strategic recommendations.
  • Finance or accounting background is helpful, with familiarity in financial modeling and contract management.
  • Excellent collaboration skills, with experience working across product, finance, sales, and marketing teams.
  • Strong analytical and problem-solving abilities, coupled with effective communication and influencing skills.
  • Bachelor's degree in Business, Finance, or a related field; advanced degree preferred.
  • 5+ years of relevant experience in a similar role.

Responsibilities

  • Develop and maintain the price book, ensuring competitive and profitable pricing structures.
  • Lead the overall pricing strategy, including analysis of market trends, competitor pricing, and customer value propositions.
  • Own the comprehensive commercial strategy, aligning it with company goals and adapting to evolving business needs.
  • Partner with product teams to inform pricing and commercial decisions based on feature development and roadmap.
  • Work with finance to analyze financial impacts of pricing models and commercial initiatives.
  • Collaborate with sales and marketing to align strategies, support deal structuring, and enhance go-to-market efforts.
  • Oversee renewals processes, including tracking, negotiation, and execution to maximize retention rates.
  • Maintain and optimize the renewals database for accurate forecasting and reporting.
  • Ensure customer compliance with contracts, identifying risks and implementing mitigation strategies.
  • Lead contract structuring and negotiations for key deals, renewals, and amendments.
  • Implement tools and processes to track and enhance commercial performance metrics.
  • Conduct in-depth market research to inform pricing models and commercial decisions.
  • Analyze competitor offerings, industry benchmarks, and economic factors impacting SaaS pricing.
  • Generate actionable insights from data to refine strategies and identify new revenue opportunities.

Benefits

  • Flexible paid time off, including sick and holiday
  • Medical, dental, & vision insurance
  • 401K with Company contribution
  • Flexible spending accounts
  • Life insurance and disability benefits
  • Tuition assistance
  • Community involvement and volunteering events
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