Strategic Project Lead – Digital Platforms & CRM

Oil Authority; Westlake (OH); Hybrid; USD 120,000 - 180,000; Full time

Job summary

bp in the United States is seeking a Project Lead for Supply, Trading & Shipping Sales to drive agile, cross-functional delivery across fleet sales, pricing, and customer platforms. You will optimize lead management, manage rebates, and ensure accurate customer agreements, while partnering with IT and sales to improve CRM data quality and reporting.

You will lead digital portal initiatives, prioritize business requirements, and support implementation with a focus on customer experience and

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Analytics, or a related field.
• Experience in fleet or fuel sales, pricing, sales operations, program management, or business analytics.
• Strong analytical skills, with experience interpreting sales performance, margin, pricing, and customer behavior data.
• Experience with CRM platforms (Salesforce preferred).
• Advanced proficiency in Excel, reporting tools, and dashboard development.
• Strong project management, communication, and cross-functional leadership skills.
• Proven ability to influence interested parties and drive process improvements across multiple business functions.

Responsibilities

• Own and optimize fleet sales lead management processes, including Rig Dig and other lead generation sources.
• Partner with Sales and Marketing to recommend strategies that grow customer acquisition and market penetration.
• Manage fuel, DEF, truck service, and related customer rebate programs.
• Oversee truck service point-of-sale discount programs to keep them aligned with financial and customer growth goals.
• Audit and monitor customer pricing programs after implementation to confirm expected volume growth is achieved.
• Evaluate program effectiveness and recommend consolidation, enhancement, or elimination based on business performance and strategic objectives.
• Develop reporting and performance metrics to measure program ROI and customer engagement.
• Support ongoing optimization and audits of pricing systems and tools, and help define long-term process improvements.
• Ensure customer agreements, amendments, pricing arrangements, and program documentation are accurately maintained and tracked.
• Build processes that improve visibility into customer commitments and deliver actionable information to the sales organization.
• Partner with business and technology teams to improve CRM data quality and reporting capabilities.
• Lead business-side project management for customer-facing digital platforms, including customer portal initiatives.
• Define business requirements, prioritize enhancements, align stakeholders, and support implementation.
• Collaborate with IT and external partners to improve customer experience, self-service capabilities, and operational efficiency.

Skills

Fleet sales

Pricing analytics

Sales operations

Program management

Business analytics

CRM platforms

Excel & dashboards

Cross-functional leadership

Education

Bachelor's degree in Business/Finance/Marketing/Analytics

Tools

Salesforce

Excel

Dashboard tools

Job description

bp in the United States is seeking a Project Lead for Supply, Trading & Shipping Sales to drive agile, cross-functional delivery across fleet sales, pricing, and customer platforms. You will optimize lead management, manage rebates, and ensure accurate customer agreements, while partnering with IT and sales to improve CRM data quality and reporting.

You will lead digital portal initiatives, prioritize business requirements, and support implementation with a focus on customer experience and