Commercial Operations & Analytics Specialist

Creative Solutions Services, LLC; Shelton (CT); On-site; USD 56,000 - 70,000; Full time

Job summary

Creative Solutions Services, LLC is seeking a Commercial Operations & Analytics Specialist in Connecticut to drive visibility, structure, and insight across customers, quotes, orders, pipeline, and revenue. This role sits at the intersection of Sales, Operations, Analytics, Technology, and Process Improvement, with opportunities to implement AI and automation.

You will collaborate with Sales, Engineering, Product Management, Finance, and Customer Service to create dashboards, KPIs, and reporting

Qualifications

• Bachelor's degree in a related field preferred
• Strong analytical ability and business judgment
• Experience in Sales/Commercial Operations or BI a plus

Responsibilities

• Own day-to-day discipline surrounding commercial processes, workflows, ownership, priorities, deadlines, handoffs, and follow-through
• Document and improve standard processes and playbooks
• Establish visibility into opportunities, pipeline, quotes, orders, projects, SROs, customer commitments, milestones, and open actions
• Identify stalled, aging, incomplete, high-priority, and at-risk opportunities
• Support sales forecasting and analyze forecast accuracy
• Prepare information and reporting for regular commercial reviews

Skills

Analytical thinking

Business judgment

Cross-functional collaboration

Education

Bachelor's degree in Business Analytics / Admin / Finance / Economics

Tools

CRM systems

ERP systems

BI dashboards

Job description

Commercial Operations & Analytics Specialist

Location: Connecticut
Industry: Manufacturing / Industrial Technology
Compensation: $56,000-$70,000 per year

Build the systems, insights, and processes that help drive commercial growth.

Are you the person who looks at a spreadsheet, CRM, or business process and immediately sees what could work better?

Do you enjoy connecting the dots between data, people, processes, technology, and business results?

Our client is a family-owned Connecticut manufacturer with more than 50 years of history and 200+ employees, specializing in the design and manufacturing of electro-hydraulic controls used across a variety of industries.

They are looking for a Commercial Operations & Analytics Specialist to help bring greater visibility, structure, accountability, and insight to their commercial organization.

This is more than a reporting role.

You will become a key resource for understanding what is happening across customers, opportunities, quotes, orders, projects, pipeline, and revenue—and helping the organization determine what needs to happen next.

Why This Role Is Interesting

This position sits at the intersection of Sales, Operations, Analytics, Technology, and Process Improvement.

You will have the opportunity to:

• Build and improve commercial processes rather than simply follow them.

• Turn business data into information leadership can actually use.

• Create dashboards, KPIs, scorecards, and reporting tools that improve decision-making.

• Identify bottlenecks and inefficiencies across the commercial organization.

• Improve CRM and business-system discipline.

• Work directly with Sales, Engineering, Product Management, Finance, Customer Service, and Operations.

• Explore opportunities to use AI, automation, RPA, and technology to eliminate repetitive work and improve how the business operates.

• Gain broad exposure to a complex B2B manufacturing organization.

For the right person, this is an opportunity to become a go-to resource for commercial intelligence and operational improvement.

What You'll Do

Commercial Operations

• Own the day-to-day discipline surrounding commercial processes, workflows, ownership, priorities, deadlines, handoffs, and follow-through.

• Document and improve standard processes and playbooks.

• Establish clear visibility into opportunities, pipeline, quotes, orders, projects, SROs, customer commitments, milestones, and open actions.

• Identify stalled, aging, incomplete, high-priority, and at-risk opportunities.

• Support sales forecasting and analyze forecast accuracy.

• Prepare information and reporting for regular commercial reviews.

Analytics & Business Intelligence

• Develop dashboards, scorecards, KPIs, aging reports, exception reports, and management reporting.

• Create a Weekly Commercial Priorities View highlighting key customers, opportunities, pipeline, projects, quotes, issues, overdue actions, and decisions requiring attention.

• Analyze revenue, bookings, backlog, customer and product performance, opportunity conversion, win/loss trends, purchasing patterns, customer retention, inactive accounts, lead progression, and campaign effectiveness.

• Translate complex information into clear, actionable recommendations.

Systems & Process Improvement

• Maintain CRM data quality and reporting discipline.

• Ensure customer, contact, lead, opportunity, activity, and next-action information is accurate and current.

• Identify duplication, bottlenecks, incomplete handoffs, and unnecessary manual work.

• Determine what can be eliminated, simplified, standardized, delegated, automated, or enhanced through AI.

• Help evaluate and improve the use of CRM, ERP, BI, and other commercial systems.

Cross-Functional Partnership

You will work closely with:

• Sales

• Application Engineering

• Product Management

• Sales Administration

• Customer Service / Returns

• Finance

• Operations

The goal is simple: create better visibility, better processes, and better decisions across the commercial organization.

What We're Looking For

We are looking for someone who combines analytical ability with strong business judgment and follow-through.

You may come from a background in:

• Sales Operations

• Commercial Operations

• Business Analytics

• Business Operations

• CRM Administration

• Project Coordination

• Financial Analysis

• Sales Analytics

• Manufacturing Operations

• Business Intelligence

A bachelor's degree in Business Analytics, Business Administration, Finance, Economics, Marketing, Data Analytics, Information Systems, or a related field is preferred