Director, Commercial Operations

Overview

Lead commercial ops, aligning sales, finance, development, and operations via CRM.

Key Responsibilities

• crm management
• pipeline review
• forecasting support
• data accuracy
• reporting dashboards
• stakeholder liaison

Tasks

-Build a healthy cadence of pipeline reviews and overviews to help leadership assess probability, deal type, margin profile, and customer trends. -Establish and enforce processes for opportunity creation, review, approval, and submission to finance and other departments as needed. -Work closely with the development team on certain opportunities (e.g., grid infrastructure) where preliminary engineering, costing, proforma, and feasibility analyses are required. -Finance receives accurate, timely, and complete pipeline data without manual collection. -Own and manage the commercial workflows within CRM, working closely with sales leaders to bridge sales, finance, development, operations and other key departments. -Ensure data accuracy, consistency, and visibility across multiple lines of business. -Build and enforce commercial discipline around pipeline visibility and accuracy. -Serve as the bridge between sales, finance, development, operations, and commercial leadership, ensuring each group’s needs are met without duplicative effort. -Drive cohesiveness across lines of business so that reporting and forecasting can be scaled consistently. -Support sales commission processes by analyzing deal data, validating inputs, and providing reporting on payouts for the sales team and finance. -Create and manage workflows that define opportunity stages, required information, and where data is stored. -Partner with finance to streamline forecasting by ensuring sales inputs are timely, complete, and accurate. -Partner with the CRM implementation team to ensure Salesforce (or chosen CRM) meets commercial needs and evolves as the business grows. -Create and facilitate seamless handoff processes between sales, development, and execution teams to ensure opportunities transition smoothly from pipeline to delivery. -Build and maintain reports and dashboards for finance, commercial leadership and other key areas to assess, review, and analyze performance. -Provide standardized insights that enable leadership to predict and manage business performance effectively. -Act as the “glue” across departments to foster collaboration and ensure clear accountability. -Sales focuses on selling, with clear and simple processes for entering and updating pipeline data. -Partner closely with finance leadership to support accurate revenue forecasts, while reducing manual data gathering.

Requirements

• salesforce
• power bi
• six sigma
• pmp
• mba
• 10+ years

What You Bring

-Leadership has consistent, accurate reporting to assess and guide performance across lines of business. -Excellent analytical, organizational, and communication skills. -Commercial leadership has reliable visibility into deal stages, types, margins, and probability. -Strong expertise in Salesforce (or similar CRM); Salesforce experience and/or certifications a strong plus. -Process improvement or project management certifications (e.g., Lean Six Sigma, PMP) a plus. -8–10+ years of experience in commercial operations, sales operations, or revenue operations roles, with increasing responsibility. -Demonstrated ability to design, implement, and enforce scalable workflows across multiple business lines. -Experience working directly with finance teams on forecasting, reporting, and revenue-related processes. -CRM is fully adopted and embedded into daily commercial workflows. -Operations has access to accurate, timely commercial data to support execution. -Proven success in building cross-functional alignment and acting as a strategic partner to sales, finance, operations, and leadership. -Bachelor’s degree in Business, Finance, Operations, or related field required; MBA or advanced degree preferred. -Experience with data analytics and reporting tools such as Power BI required. -Experience collaborating with technical/development and operations teams on complex opportunities (e.g., infrastructure, energy, or engineering projects).

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About Priority Power

-Over two decades it evolved into a national firm, helping businesses navigate complex energy markets and infrastructure. -It manages energy procurement, risk and demand-response solutions, and builds private transmission and distribution assets. -The proprietary PriorityView platform enables real-time analytics and 24/7 monitoring of energy usage and market data. -Typical projects range from behind-the-meter microgrids and solar facilities to EHV substations for large industrial clients.

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