Manager - Commercial Excellence & Salesforce Effectiveness

Kalsec • Kalamazoo, MI

14h

About The Position

Essential Job Responsibilities: Sales Collaboration Design, establish, and implement structured outreach, touchpoint, and training frameworks that drive consistent and effective Salesforce.com (SFDC) engagement across the global sales organization. Enable a streamlined and efficient customer buyer journey through standardized Salesforce usage and best‑practice adoption. Develop and deliver scalable training materials, programs, and learning approaches to support the ongoing development of global sales teams. Collaborate closely with Salesforce subject matter experts in Europe and Asia to deliver coaching, training, and train‑the‑trainer initiatives. Monitor adoption and adherence to Salesforce frameworks, analyzing usage and performance data to provide actionable insights. Drive continuous improvement in sales effectiveness by identifying gaps, recommending enhancements, and reinforcing best practices. Maintain account/contact/lead assignments to sales team members starting at record creation and running throughout the customer life cycle. Expert Level Reporting, Dashboards and Analytics Design, build, and maintain dashboards and reports that deliver actionable insights for sales, marketing, and executive stakeholders. Ensure reporting aligns with strategic business objectives and defined key performance indicators (KPIs). Monitor data accuracy, consistency, and integrity across reports and dashboards. This includes data clean up, removing duplicates, identifying errors, etc. Update and evolve visualizations as business needs, priorities, and metrics change. Partner with cross‑functional teams to understand reporting requirements and translate them into effective analytics solutions. Opportunity Pipeline Management Oversee the management of the organization’s sales pipelines to ensure visibility, accuracy, and timely progression of all opportunities. Partner closely with sales leadership to review pipeline health and forecast accuracy. Identify pipeline gaps and risks and initiate targeted improvement actions to strengthen coverage and velocity. Support the achievement of sales goals by enabling data‑driven decision‑making and proactive pipeline management. Automation and Process Optimization Identify opportunities to streamline and optimize business processes through automation. Collaborate with internal stakeholders to design and implement automated solutions that improve efficiency and scalability. Develop, configure, and maintain automated process flows, Process Builder, and workflow rules within Salesforce (SFDC). Lead and support project work involving cross‑functional stakeholders, including IS, Finance, Sales, Customer Experience, R&D, and Marketing. Engage and manage third‑party Salesforce consultants as needed to support delivery and implementation objectives. Ensure automation solutions align with business requirements, governance standards, and best practices. Education/Experience: Required Preferred bachelor's degree or equivalent or 7-10 years of professional experience with minimum of 3 years’ experience in Sales Ops, CE, or SFE roles. Hands-on experience with Salesforce CRM; Salesforce Certified Platform Administrator required Proficiency in Power BI and advanced Excel; experience with data loaders required Ability to design and document process flows using Visio or PowerPoint Strong understanding of SFDC architecture, data modeling, and system best practices Experience in Sales Operations, Commercial Excellence, or SFE roles Solid ERP and business acumen with a customer-focused mindset Strong analytical and problem-solving skills with demonstrated impact Excellent communication and stakeholder management skills Proven success managing a Salesforce environment, driving process improvements, and delivering measurable business results Desired Working knowledge of SQL and GridMate Experience with the marketing automation platform HubSpot Experience integrating DocuSign with Salesforce Salesforce Certified Platform Foundations and/or Agent Blazer Champion credentials Travel : Occasional opportunities to travel, including internationally, for sales meetings

Requirements

• bachelor's degree or equivalent or 7-10 years of professional experience with minimum of 3 years’ experience in Sales Ops, CE, or SFE roles.
• Hands-on experience with Salesforce CRM; Salesforce Certified Platform Administrator required
• Proficiency in Power BI and advanced Excel; experience with data loaders required
• Ability to design and document process flows using Visio or PowerPoint
• Strong understanding of SFDC architecture, data modeling, and system best practices
• Experience in Sales Operations, Commercial Excellence, or SFE roles
• Solid ERP and business acumen with a customer-focused mindset
• Strong analytical and problem-solving skills with demonstrated impact
• Excellent communication and stakeholder management skills
• Proven success managing a Salesforce environment, driving process improvements, and delivering measurable business results

Nice To Haves

• Working knowledge of SQL and GridMate
• Experience with the marketing automation platform HubSpot
• Experience integrating DocuSign with Salesforce
• Salesforce Certified Platform Foundations and/or Agent Blazer Champion credentials

Responsibilities

• Sales Collaboration Design, establish, and implement structured outreach, touchpoint, and training frameworks that drive consistent and effective Salesforce.com (SFDC) engagement across the global sales organization.
• Enable a streamlined and efficient customer buyer journey through standardized Salesforce usage and best‑practice adoption.
• Develop and deliver scalable training materials, programs, and learning approaches to support the ongoing development of global sales teams.
• Collaborate closely with Salesforce subject matter experts in Europe and Asia to deliver coaching, training, and train‑the‑trainer initiatives.
• Monitor adoption and adherence to Salesforce frameworks, analyzing usage and performance data to provide actionable insights.
• Drive continuous improvement in sales effectiveness by identifying gaps, recommending enhancements, and reinforcing best practices.
• Maintain account/contact/lead assignments to sales team members starting at record creation and running throughout the customer life cycle.
• Design, build, and maintain dashboards and reports that deliver actionable insights for sales, marketing, and executive stakeholders.
• Ensure reporting aligns with strategic business objectives and defined key performance indicators (KPIs).
• Monitor data accuracy, consistency, and integrity across reports and dashboards. This includes data clean up, removing duplicates, identifying errors, etc.
• Update and evolve visualizations as business needs, priorities, and metrics change.
• Partner with cross‑functional teams to understand reporting requirements and translate them into effective analytics solutions.
• Oversee the management of the organization’s sales pipelines to ensure visibility, accuracy, and timely progression of all opportunities.
• Partner closely with sales leadership to review pipeline health and forecast accuracy.
• Identify pipeline gaps and risks and initiate targeted improvement actions to strengthen coverage and velocity.
• Support the achievement of sales goals by enabling data‑driven decision‑making and proactive pipeline management.
• Identify opportunities to streamline and optimize business processes through automation.
• Collaborate with internal stakeholders to design and implement automated solutions that improve efficiency and scalability.
• Develop, configure, and maintain automated process flows, Process Builder, and workflow rules within Salesforce (SFDC).
• Lead and support project work involving cross‑functional stakeholders, including IS, Finance, Sales, Customer Experience, R&D, and Marketing.
• Engage and manage third‑party Salesforce consultants as needed to support delivery and implementation objectives.
• Ensure automation solutions align with business requirements, governance standards, and best practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level