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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales operations and commercial planning, with a strong focus on CRM reporting, data analysis, and cross-functional collaboration. Proven ability to manage complex operating rhythms and facilitate strategic account management and growth initiatives.
Highest-signal resume keywords
Sales Operations ManagementCRM ReportingData AnalysisMeeting FacilitationStrategic Account Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales OperationsCommercial OperationsBusiness PlanningRevenue OperationsForecast AdministrationVariance AnalysisOpportunity QualificationCross-Selling ProgramsEnterprise Account ManagementData Interpretation
Soft Skills
OrganizationWritten CommunicationPrioritizationProfessional DiscretionFollow-Through
Tools & Technologies
CRMExcelPowerPointGoogle SlidesSharePointMonday.comBusiness-Intelligence Dashboards
Industry Keywords
Strategic Account SupportComplex Project EnvironmentsMechanical ContractingElectrical ContractingProfessional ServicesB2B SalesMulti-Line Business
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Administer the Sales Excellence program, including operating routines, sales resources, templates, and reference materials
- Maintain annual and quarterly commercial workplans, initiative calendars, action registers, decision logs, and leadership-ready operating views
- Turn CMO direction into meeting materials, workback plans, owners, due dates, and follow-up
- Identify process gaps, data-quality concerns, overdue commitments, and unowned actions, and present next-step recommendations
- Organize and reconcile approved CRM, finance, ERP, and line-of-business reporting sources for forecast administration
- Prepare forecast-review rollups, variance analysis, exception lists, dashboards, and meeting materials
- Support opportunity inspection and clarify missing, stale, conflicting, or duplicative information with Finance and commercial leaders
- Administer Strategic and Key Account programs and maintain enterprise account maps
- Prepare strategic-account and customer-growth reviews and coordinate cross-selling opportunities
- Maintain commercial sales resources, coordinate document reviews and approvals, and build adoption and training tools
- Plan and facilitate sales meetings, forecast reviews, strategic-account reviews, and CMO-led Sales Excellence forums
- Prepare agendas, pre-reads, dashboards, decisions, action lists, and post-meeting follow-up
- Maintain operating rules for field completeness, report refreshes, metric definitions, source references, and record ownership
- Recommend CRM, SharePoint, Monday.com dashboard, or workflow improvements
Requirements
What you’ll need- 7+ years of progressively responsible experience in sales operations, commercial operations, revenue operations, business planning, strategic-account support, executive administration, or a similar business coordination role
- Demonstrated ability to manage a complex operating rhythm across multiple senior stakeholders
- Strong working knowledge of CRM reporting, Excel or similar analysis tools, PowerPoint/Google Slides, and collaboration/document-management tools
- Ability to interpret pipeline, forecast, backlog, revenue, margin, probability, customer exposure, and action-status data
- Strong organization, written communication, meeting facilitation, prioritization, professional discretion, and follow-through
- Proven ability to work constructively across functions, build trust, and raise incomplete information professionally
- Preferred: experience supporting construction, mechanical/electrical contracting, critical-environment/data-center, industrial, technical B2B, professional-services, or multi-line-of-business commercial organizations
- Preferred: experience with enterprise account management, strategic account planning, cross-selling programs, opportunity qualification, or sales-methodology adoption
- Preferred: experience with CRM and ERP data, SharePoint, Monday.com, business-intelligence dashboards, or controlled document libraries
- Preferred: familiarity with General Contractor, owner, channel/partner, or complex-project commercial environments
- Preferred: degree in business, analytics, operations, communications, or a related field; equivalent relevant experience is valued
- Legally authorized to work in the U.S.
Benefits
Comp & perks- Competitive pay based on experience
- Health, dental, and vision insurance
- Paid time off and holiday pay
- Opportunities for professional development and certification assistance