CRM Enablement & Commercial Excellence Partner

Copeland LP

Town of Sidney (NY)

Hybrid

USD 120,000 - 160,000

Full time

10 days ago

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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

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

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