Sr. Business Process Improvement Specialist

Vertiv; Westerville (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Vertiv in Westerville, Ohio is seeking a Sr. Business Process Improvement Specialist to lead CPQ and sales-system initiatives across the full selling cycle. The role will own the CPQ system and align sales operations with strategic priorities, enabling field sales and order processing teams to operate efficiently.

The ideal candidate has a process-oriented mindset, experience with CRM/CPQ/ERP, and a passion for AI-driven automation to improve speed, accuracy, and adoption across the organization.

Qualifications

• Bachelor’s degree in Business, Engineering, Information Technology, or related field.
• At least 4 years in Sales Operations, Project Management, Order Processing, or related roles.
• Experience with CRM, CPQ, and order intake processes.
• Interest in AI and system automation for sales improvements.
• Strong written and verbal communication; ability to present to cross-functional audiences.
• Customer-focused mindset; analytical problem-solver for root-causes.

Responsibilities

• Design and execute sales systems and process strategy focusing on the CPQ elements for all stakeholders.
• Evaluate how to best implement AI and related automations to improve both effectiveness and efficiency of the selling cycle.
• Drive user adoption.
• Map and improve sales systems and process across cross-functional teams.
• Coordinate IT changes to CRM, CPQ and related systems to improve user experience.
• Develop standard work instructions for each Sales Operations area.
• Drive change management practices to achieve and sustain improvement benefits.

Skills

CPQ systems

Sales operations

AI in sales

Change management

Cross-functional collaboration

Education

Bachelor’s degree

MBA

Tools

CRM

CPQ

ERP

Job description

The Sr. Business Process Improvement Specialist will focus on leveraging AI and related technology innovations across the entire selling cycle for increased efficiency and effectiveness. While the role will address the entire sales process (Lead to Opportunity to Quote to Order + Commissions), this role will be the business owner and Subject Matter Expert on the CPQ (Configure Price Quote) system. This role will ensure that the sales systems are designed and operated in alignment with key initiatives across the organization and are efficient for interaction by field sales, application engineers, order coordinators, and other internal sales operations functions. The ideal candidate is process oriented with strong understanding of how systems should work.

Responsibilities

Design and execute sales systems and process strategy with a focus on the Configure Price Quote (CPQ) elements for all stakeholders. Evaluate how to best implement AI and related automations to improve both effectiveness and efficiency of the selling cycle. Drive user adoption.

• Work with cross-functional teams to map and improve sales systems and process
• Work with IT teams to design and release system changes in CRM, CPQ and related systems to improve the user experience
• Leverage AI and related technologies in sales systems for automation and improve speed and quality
• Develop "standard work instructions" for each Sales Operations area
• Drive change management practices to achieve and sustain improvement benefits

Qualifications

• Bachelor's degree in Business, Engineering, Information Technology, or related field
• A minimum of 4 years of experience in Sales Operations, Project Management, Order Processing, Sales, Process Improvement roles
• Sales system design and process curiosity (CRM, CPQ, Order Intake, Commission calculations)
• AI and system automation passion for sales improvements
• Strong written and verbal communication skills, including the ability to present to cross-functional audiences
• Customer-focused mindset — understands what drives satisfaction and prioritizes accordingly Analytical problem-solver with the ability to identify and address root causes

Preferred Qualifications

• Experience with CRM, CPQ and / or ERP systems
• MBA or Six Sigma Black Belt, or PMO certification or training

Physical & Environmental Demands

• No specific demands.

Time Travel Required

• 0%

OUR CORE PRINCIPLES

Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• Customer Focus
• Operational Excellence
• High-Performance Culture
• Innovation
• Financial Strength

OUR BEHAVIORS

• Own It
• Act With Urgency
• Foster a Customer-First Mindset
• Think Big and Execute
• Lead by Example
• Drive Continuous Improvement
• Learn and Seek Out Development

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.

Work Authorization

No calls or agencies please. Vertiv 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, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [e-mail].