About the RoleThe Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting accuracy, and cross-functional operational alignment across the Lead-to-Order (L2O) and Order-to-Cash (O2C) lifecycle.
This individual will serve as a key Salesforce Subject Matter Expert (SME) and trusted business partner to Sales, Finance, Operations, and Customer teams by helping manage pipeline integrity, quote/order accuracy, forecasting visibility, revenue process alignment, and scalable operational workflows.
The ideal candidate combines strong Salesforce expertise with operational business acumen and the ability to support end-to-end commercial processes from lead generation through order execution, invoicing, and delivery visibility.
What You Will DoSalesforce Administration & CRM Operations- Serve as the primary Salesforce support resource and day-to-day CRM administrator for the Commercial Sales organization.
- Maintain and improve Salesforce data integrity across Leads, Accounts, Contacts, Opportunities, Quotes, Orders, Assets, and related commercial objects.
- Support Salesforce configuration enhancements including workflows, automation, validation rules, page layouts, fields, reporting, dashboards, and user support.
- Monitor and enforce pipeline hygiene, stage progression accuracy, required field completion, and forecasting consistency.
- Partner with internal stakeholders and external vendors on CRM enhancements, integrations, and system optimization initiatives.
- Support CRM alignment across Salesforce, ERP systems, quoting processes, and operational reporting tools.
Lead-to-Order (L2O) & Order-to-Cash (O2C) Process Support- Act as an operational SME supporting Sales and Finance teams across Lead-to-Order and Order-to-Cash workflows.
- Support quoting, pricing approvals, order governance, booking validation, and commercial process execution.
- Ensure accurate order entry and commercial data alignment between Salesforce, Finance, and Operations teams.
- Assist in managing bookings, backlog, invoicing visibility, shipment tracking, and delivery status reporting.
- Partner cross-functionally to improve process efficiency, operational visibility, and revenue reporting accuracy.
- Identify process gaps, operational bottlenecks, and data inconsistencies impacting commercial execution.
Reporting, Forecasting & Analytics- Develop and maintain Salesforce dashboards and operational reporting for pipeline health, bookings, backlog, forecasting, shipments, and sales performance.
- Support recurring executive reporting and ad hoc business analysis requests.
- Assist leadership with forecast accuracy improvements and revenue visibility initiatives.
- Analyze commercial trends, pipeline risks, aging opportunities, and process adherence metrics.
- Support data validation and reporting consistency across Sales, Finance, and Operations.
Sales Enablement & Cross-Functional Support- Provide day-to-day Salesforce support and troubleshooting for Commercial Sales users.
- Develop training materials, process documentation, and operational playbooks.
- Support onboarding and ongoing training for Salesforce and commercial process workflows.
- Drive adherence to standardized sales stages, approval processes, and operational procedures.
- Partner closely with Sales Leadership, Finance, Operations, Engineering, and Customer teams to improve business process alignment and execution.
Requirements
- 5+ years of experience in Sales Operations, Revenue Operations, CRM Administration, or Commercial Operations.
- Hands-on Salesforce administration and support experience required.
- Strong understanding of Lead-to-Order (L2O) and Order-to-Cash (O2C) business processes.
- Experience supporting quoting, order management, pipeline governance, forecasting, and revenue operations.
- Advanced Salesforce reporting and dashboard experience.
- Strong analytical, organizational, and problem-solving skills.
- High attention to detail with focus on data accuracy and process consistency.
- Ability to manage multiple priorities and operate independently in a fast-paced environment.
- Strong communication and cross-functional collaboration skills.
Preferred Qualifications- Experience supporting CRM and ERP integrations.
- Experience working closely with Finance and Operations teams.
- Experience improving pipeline hygiene, forecasting accuracy, and operational reporting.
- Familiarity with commercial vehicle, manufacturing, automotive, or industrial operations environments is a plus.
- Experience operating within lean, high-growth Sales Operations organizations.
Preferred Certifications- Salesforce Administrator certification required or strongly preferred
- Advanced Administrator, Sales Cloud Consultant, Platform App Builder, or Business Analyst certifications preferred
- Additional Salesforce certifications related to CRM, reporting, automation, or Revenue Operations a plus
