CRM & Commercial Excellence Manager chez Crane Worldwide Logistics

GENERAL DESCRIPTION

The CRM & Commercial Excellence Manager is responsible for driving commercial performance by ensuring the company’s CRM and related tools are effectively aligned with best-in-class sales processes and commercial strategies. This hands-on role combines system administration with process excellence, data governance, and change management. By owning both the technology and the processes behind it, the CRM & Commercial Excellence Manager ensures sales teams operate at peak efficiency and leadership has the insights needed to make confident business decisions.

ESSENTIAL JOB FUNCTIONS

CRM Ownership & Administration

• Serve as the primary owner and administrator of the CRM system, such as Dynamics 365.

• Configure and optimize workflows, automations, dashboards, and permissions to meet evolving business needs.

• Oversee integrations between the CRM and other commercial platforms, including ERP and marketing automation tools.

Commercial Excellence & Process Optimization

• Define, document, and enforce standardized sales processes covering lead management, opportunity stages, pipeline forecasting, and client onboarding.

• Collaborate with Sales Leadership to align CRM functionality with sales methodologies and strategic growth initiatives.

• Continuously enhance sales effectiveness by identifying bottlenecks, addressing gaps, and pursuing automation opportunities.

Data Governance & Insights

• Maintain data integrity and governance through regular audits, data cleansing, and standardization efforts.

• Develop dashboards and reporting frameworks to monitor pipeline health, conversion rates, and sales productivity.

• Provide actionable insights to Sales, Marketing, and Commercial Leadership to inform decision-making.

Training & Change Management

• Lead user training, onboarding, and adoption initiatives to promote CRM and process excellence.

• Create clear documentation and playbooks to support commercial teams.

• Act as a change champion by effectively communicating updates and new capabilities.

Cross-Functional Collaboration

• Serve as the liaison between Sales, Marketing, Operations, IT, and Finance to ensure commercial alignment.

• Manage vendor relationships for CRM and commercial technologies.

• Support account-based marketing and client experience initiatives using CRM-driven insights.

Other duties as assigned

PHYSICAL REQUIREMENTS

• Job may require extended sitting or standing, use of standard office equipment
• Job requires the ability to use vision, adjust focus and work on a standard computer screen
• Use of audio-visual equipment is required
• Job will require regular and punctual attendance as well as presence on-site at the assigned work location.

OTHER SKILLS AND ABILITIES

• Strong expertise in CRM platforms such as Salesforce, Dynamics 365, or similar, with a proven track record in administration and optimization.
• Solid understanding of B2B sales processes, methodologies, and pipeline management.
• Proficiency in reporting and business intelligence tools, including Power BI and Tableau.
• Strong analytical, problem-solving, and project management abilities.
• Excellent communication skills with the ability to influence both technical and commercial stakeholders.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Business, Information Systems, or a related field; advanced degree preferred.
• 5–8 years of experience in CRM management, sales operations, or commercial excellence roles.

PROFESSIONAL CERTIFICATION

Professional certification may be required in some cases

MUST COMPLETE PI ASSESSMENT IN ORDER TO BE CONSIDERED FOR THE POSITION:

https://assessment.predictiveindex.com/bo/28w/Candidate_Link

WHY SHOULD YOU WORK FOR CRANE?

At Crane, we believe in providing our employees with excellent benefits at a Great Place to Work.

We offer:

• Quarterly Incentive Plan
• 136 hours of Paid Time Off which equals 17 days for the year, that can be used for Sick Time or for Personal Use
• Excellent Medical, Dental and Vision benefits
• Tuition Reimbursement for education related to your job
• Employee Referral Bonuses
• Employee Recognition and Rewards Program
• Paid Volunteer Time to support a cause that is close to your heart and contributes to our communities
• Employee Discounts
• Wellness Incentives that can go up to $100 per year for completing challenges, in addition to a discount on contribution rates

Come join the leader in logistics and take your career in the right direction.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This position requires the final candidate to successfully pass an E-Verify Check.

More Information: http://www.dhs.gov/e-verify 

Company benefits are contingent upon meeting eligibility requirements and plan conditions.