Commercial Enablement & CRM Partner

Copeland LP; Town of Sidney (NY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance plans

Dental and vision coverage

401(k) and more

Paid parental leave

Vacation and holiday leave

Job summary

Copeland is seeking a Commercial Enablement & CRM Partner to lead CRM adoption, governance, and business transformation across U.S. sales teams and Canada.

The role collaborates across Sales, Marketing, Revenue Operations, Analytics, and Salesforce teams to maximize CRM investments and simplify seller workflows. With a focus on change management and data quality, you will drive user enablement, governance standards, and value realization for new CRM capabilities while supporting AI-enabled

Qualifications

• Bachelor's degree or higher in a related field.
• 3+ years in Revenue Operations, Sales Operations, Commercial Excellence, CRM, Sales Enablement, or 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 translate business needs into actionable requirements, solve problems, and communicate across business and technical teams.
• Strong analytical skills and Excel proficiency to interpret CRM, pipeline, adoption and performance data.

Responsibilities

• Develop CRM adoption, training, and support strategies to improve Salesforce utilization and seller productivity.
• Maintain CRM governance standards and data requirements; improve data quality and reporting readiness.
• Lead business-side deployment of CRM enhancements, system migrations, and AI-enabled selling capabilities.
• Translate commercial priorities into CRM and process improvements; collaborate with sales leaders to strengthen governance and pipeline management.

Skills

CRM adoption

Change management

Cross-functional collaboration

Data governance

Education

Bachelor's degree in Business, Marketing, Information Systems, Operations, or related field

Tools

Salesforce

CRM analytics

Job description

About Us

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. Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

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.

As a Commercial Enablement & CRM Partner, You Will:

• CRM Adoption & Enablement: 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.
• CRM Governance: 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.
• Business Transformation: 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.
• Commercial Execution & Collaboration: 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.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS

• 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.

PREFERRED EDUCATION, EXPERIENCE, & SKILLS

• 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.

Collaboration First Hybrid Work Arrangements

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.

Why Work in the Greater Miami Valley Area

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.

About Our Location

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.

Our Commitment to Our People

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.

Our Commitment to Inclusion & Belonging

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.

Work Authorization

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.

Equal Opportunity Employer

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: [e-mail]

Company Overview

With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.