Commercial Operations Specialist

IDEX Corporation•Benton Harbor, MI

About The Position

The Commercial Operations Specialist supports the Pneumatics Platform commercial operating system by owning the data, reporting cadence, standard work, and user enablement required to sustain pricing governance, 80/20 analytics, CRM adoption, and commercial process discipline. The role translates approved commercial decisions into reliable, system-ready updates, maintains dashboards and working files, supports recurring reviews and action tracking, and partners across functions to improve price realization, reduce complexity, strengthen data quality, and increase sales productivity. This individual-contributor role maintains governed commercial data, reporting tools, standard work, user support, and recurring operating cadence. Decisions, exceptions, and process gaps are escalated through Commercial Excellence leadership. The position works in an office environment, with occasional visits to the factory floor; safety glasses and other required safety equipment must be used on the shop floor.

Requirements

Bachelor of Arts or Bachelor of Science degree in Business, Economics, Marketing, Finance, Analytics, Engineering, Information Systems, or a related field.
Minimum 3 years of experience in commercial operations, pricing support, sales operations, business analytics, data governance, CRM administration, or a related business support role.
Experience working with Excel, Power BI, CRM, ERP, and reporting tools.
Ability to work in a fast-paced, dynamic environment, manage multiple priorities, and support stakeholders across multiple business units.
Strong attention to detail and ability to maintain clean, complete, and credible commercial data.
Ability to organize and analyze complex datasets, identify trends and performance gaps, and develop data workflows, scorecards, dashboards, and scalable reporting solutions.
Proficiency in Excel, Power BI, CRM, ERP systems, and related automation tools.
Ability to identify high-value AI use cases and develop, test, and maintain AI agents and automated workflows that reduce manual effort, improve data quality, accelerate information retrieval, and support commercial decision-making.
Ability to document standard work, follow controls, improve repeatability, and support sustainable operating rhythms.
Clear written and verbal communication skills, including the ability to support users, explain data requirements, and escalate issues effectively.
Working understanding of pricing, margin, customer segmentation, product segmentation, CRM, and sales operations processes.
Reliable delivery of accurate, timely work; curiosity about root causes and process improvement; collaboration with stakeholders; service-minded user support; and ethical handling of data integrity, pricing controls, confidentiality, and business conduct.

Nice To Haves

Manufacturing or B2B industrial experience.
Familiarity with pricing processes, customer/product segmentation, 80/20, continuous improvement, Lean Six Sigma, or commercial excellence processes.

Responsibilities

Maintain pricing files, templates, exception logs, audit trails, and review cadence to support reliable price execution and governance.
Translate approved pricing decisions into clean, system-ready updates for ERP, CRM, reporting, and mass-update processes.
Support annual price increase preparation, customer-specific pricing maintenance, SPA documentation, and commercial pricing questions.
Maintain Quad/Quartile, customer and product segmentation, allocated P&L, and recurring 80/20 working files across the platform.
Prepare data and analysis for RIEs, prioritization, portfolio simplification, resource allocation, and recurring 80/20 operating reviews.
Track action items, thresholds, coding updates, and governance inputs needed to sustain standard 80/20 cadence and visibility.
Govern CRM data quality, account ownership, opportunity hygiene, required fields, definitions, dashboard inputs, and process compliance.
Provide user support, onboarding, role-based training, and troubleshooting for CRM, Power BI, ERP reporting, and related commercial tools.
Maintain dashboards, recurring reports, funnel visibility, and commercial data inputs used by sales, finance, operations, and product management.
Document SOPs, ownership rules, governance routines, and controls that support repeatable commercial excellence processes.
Identify data defects, recurring process gaps, manual workarounds, and root causes that reduce reporting accuracy or execution speed.
Help move commercial processes through the clean, standardize, automate, optimize, and sustain maturity path.
Partner with sales, customer service, finance, operations, IT, product management, and leadership to support pricing, 80/20, CRM, and reporting needs.
Turn transactional data maintenance into sustainable platform improvement that improves margin visibility, complexity reduction, and commercial execution.