Commercial Enablement & CRM Partner
Copeland
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Descripción de la vacante
Copeland in Sidney, OH, is seeking a Commercial Enablement & CRM Partner to align CRM capabilities with commercial priorities. You will drive CRM adoption, governance, and continuous improvement across Salesforce-enabled processes to enhance seller productivity and data quality.
The role collaborates with Sales, Marketing, Revenue Ops, Analytics, and Salesforce teams to optimize CRM investments and drive win rates. Hybrid work with in-office three days weekly is expected.
Formación
- Bachelor's degree in Business, Marketing, Information Systems, Operations, or a related field.
- 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 knowledge of sales processes and forecasting.
- Proven ability to lead cross-functional change and translate needs into actionable requirements.
- Strong analytical skills and ability to translate data into business improvements.
Responsabilidades
- 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 embed CRM best practices into onboarding and ongoing development.
- Maintain CRM governance standards, data requirements, and process documentation.
- Coordinate UAT, release readiness, communications, rollout, and adoption post-launch.
Conocimientos
Educación
Herramientas
Descripción del empleo
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.
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.
- Develop CRM adoption, training, and support strategies that 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 into 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 UAT, 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, translating insights into CRM and commercial process priorities.
- Bachelor's degree in Business, Marketing, Information Systems, Operations, or a related field.
- 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.
- 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.
This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which is the understanding that teams will work together in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your team and leader to determine when you should be in office to drive meaningful connections and to best serve our customers.
Our facility is located in Sidney, OH, conveniently located within driving distance to several larger cities, such as Dayton, Troy, and Columbus. The area’s generally low costs of living, excellent school systems, and low crime rates create a family-friendly environment. The area is home to several growing communities with restaurants, festivals, shopping, and arts scenes that make them exciting places to live and work.
The newly renovated Sidney campus has 1M square feet of manufacturing floor with an additional 120k square feet of leading-edge lab facilities. This location is the headquarters for the HVACR Americas business unit. Through our 30 years of scroll compressor expertise, our products help bring comfort and convenience to commercial, industrial, and residential spaces. Approximately 1600 employees work in Sidney, who all support a multitude of business functions. With the blend of businesses and functions represented under this one roof, there are many opportunities for advancement within the Sidney location.
Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.
Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.
Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.
Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!
At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.
Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com
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