Published: August 2, 2024 - The Commercial Operations Specialist allocates loan-related fees to appropriate General Ledger accounts, ensures collateral perfection by filing documents with relevant authorities, and monitors insurance compliance to maintain current coverage and update the loan system. The role involves transactional maintenance, processing payoff quotes, handling construction draw requests, and assisting with audits of negotiable collateral. Additionally, the specialist provides support to the commercial processing team by performing UCC lien searches and acting as a liaison between processors and lenders during the due diligence process.
Tips for Commercial Operations Specialist Skills and Responsibilities on a Resume
1. Commercial Operations Specialist, SunRise Energy Solutions, Albany, NY
Job Summary:
- Provides proposal support for Regional Sales Managers, Product Line Managers, and other members of the sales and marketing team to create winning proposals for complex offerings.
- Leads coordinated cross-functional efforts from kickoff meeting through proposal submission through communication of strategy, timeline, and actions.
- Coordinate the development of deal pricing and leads Grants of Authority (GOA) approval meetings with appropriate Mitsubishi Power management
- Supports marketing initiatives, including but not limited to competitive database development, Mitsubishi Power process and procedure development, market research, forecasting and market pricing
- Supports organization to develop and/or prepare for presentations, meetings, customer visits, and shop tours
- Provides limited sales coverage when Regional Sales Manager(s) are traveling or otherwise engaged
- Continually evaluates the timely adjustment of communication strategies and plans to meet changing company, market and competitive conditions
- Produces sales and marketing reports and provides necessary follow-up to ensure the information provided to management is accurate
- Works with financial departments to ensure corporate policies regarding sales and marketing are protected and applied
- Leads process improvement efforts and meets internal and external deadlines
- Communicate with Sales Management, Regional Account Executives and Customers to accurately determine customer needs.
- Prepares and distributes weekly and monthly reports using Salesforce.com.
- Carefully review TA IFT Speaker and sponsored meetings and interactions with HCPs, HCOs to ensure that all meeting arrangements, content and logistics are compliant with internal policies, SOPs and the ABPI Code.
Skills on Resume:
- Proposal Development (Hard Skills)
- Project Management (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Strategic Thinking (Soft Skills)
- Communication (Soft Skills)
- Negotiation (Soft Skills)
- Analytical Skills (Hard Skills)
- Time Management (Soft Skills)
2. Commercial Operations Specialist, GreenTech Innovations, Austin, TX
Job Summary:
- Supports the Commercial Operations Manager and the Sales team to prepare and complete tenders (bid offers, ROI calculations, public and private tenders, financing structures, etc) for energy efficiency projects
- Works closely with Sales to understand project details and requirements (ie potential financing needs, tender details, pricing framework, administrative expectations, etc)
- Owns and develops required project quotation documentation in line with client/project needs, handles and supports requests of the sales team
- Keeping the sales managers informed about the progress of their requests via direct contacts and regular, recurring updates
- Works closely with the OTR, product and finance teams to identify cost improvement and product-mix opportunities to drive project profitability
- Create weekly/monthly/quarterly reports & metrics to analyze won/lost projects and profitability of projects/customers/products
- Works with the process teams to identify process improvement opportunities and supports simplification of projects/initiatives
- Undertake regular commercial relevant business systems (CRM/Veeva, V-Align, Sales Performance Zone) maintenance, database management /integrity, standard insight report analysis and system administration.
- Secure high quality, availability and access to customer and SFI data for management and sales force, improve data integration across different systems and optimize data reports and utilization.
- Oversee all activities to ensure SFI calculations are in accordance to policy, data audits and payment review/approvals are completed within stated deadlines.
- In close collaboration with 3rd Party supporting teams (KC, Axtria, TCS) to ensure related systems’ functionality is all up.
- Manage and track Code Date Action (formerly “Risk Mitigation”) processes at a regional and national level, communicating appropriately with all impacted stakeholders
- Act as the subject matter expert on Code Date Action for distributors and field sales teams
Skills on Resume:
- Tender Preparation and Management (Hard Skills)
- ROI Calculation and Financial Analysis (Hard Skills)
- Knowledge of Energy Efficiency Projects (Hard Skills)
- Public and Private Tender Processes (Hard Skills)
- Collaboration and Teamwork (Soft Skills)
- Communication and Presentation Skills (Soft Skills)
- Project Management (Hard Skills)
- Strategic Thinking and Problem Solving (Soft Skills)
3. Commercial Operations Specialist, BlueWave Logistics, Portland, OR
Job Summary:
- Contributing to achieving Yearly revenues and profit targets for the assigned area
- Contributing to defining and implementing a sales development plan to achieve profitable growth
- Contributing to acquiring every year new contracts with local OEMs to secure future growth
- Collaborating with the Brand manager on managing the relation with the assigned accounts, providing appropriate sales tools
- Contributing to the achievement of Market sales objectives in terms of market share, volumes and margins assigned
- Monitoring dealer and sub-dealer activities, contributing to defining and implementing dealer development plan on-site, evaluating and reporting assessment of dealer network and searching, for new dealer / sub-dealers for new assignments according to the network development plan
- Contributing to defining and implementing brand awareness through public and private procurement tendering authorities and managing relationships with institutions and organizations
- Monitoring customer satisfaction, making sure that appropriate measures are taken to secure it
- Propose the rolling forecast (PO process and manage with the Sales Administration the Planning, Forecasting, Ordering & Scheduling and Payment processes with credit risk management
- Provide central functions input in terms of customer requirements, target pricing, incentives and service level standard
- Coordinate the sales and project-related activities with Central Functions (Customer Management, Sales Administration, Platform, Supply Chain, Marketing, Communications, Network Management, Finance and After-sales)
- Proactively identify opportunities for commercial process improvement, focusing on solutions that promote scalability and growth
- Drive the commercial management team performance through technology and new processes
Skills on Resume:
- Sales Strategy Development (Hard Skills)
- Revenue Forecasting (Hard Skills)
- Contract Negotiation (Hard Skills)
- Market Analysis (Hard Skills)
- Relationship Building (Soft Skills)
- Communication Skills (Soft Skills)
- Problem-Solving (Soft Skills)
- Adaptability (Soft Skills)
4. Commercial Operations Specialist, NextGen Healthcare Solutions, Tampa, FL
Job Summary:
- Under the general direction of the Commercial Operation Manager to support the sales and service team sales target
- Fully support the OTD (on-time delivery) target for foreign currency business transactions, especially for the system orders (Oracle system)
- Responsible for the order execution process from book to shipping and ensuring timely payment collection
- Provide correct shipping docs to the customer after goods delivery
- Closely contact with HQ and sales to ensure the whole process goes on smoothly.
- Own the whole OTR (order to remittance) process for RMB orders
- Coordinating with the group GA team for payment and invoice in due time and limiting the overdue cases.
- Undertake the import and transportation to the final destination for RMB orders
- Prepare required info for custom clearance purposes and assist customers with import issues
- Make sure good organization for contract hard copy (E-copy)
- Ensure all order data are correctly registered and timely updated
- Ensure related report for management analysis as per request
- Support the demo management to the China Channel Sales & Marketing Manager under the specified SOP
- Drive and ensure efficient cross-functional collaboration to help enhance the product and maximize the commercial potential of existing and new partnerships across the globe
Skills on Resume:
- Project Management (Hard Skills)
- Sales Target Achievement (Hard Skills)
- Foreign Currency Transactions (Hard Skills)
- On-Time Delivery (OTD) Coordination (Hard Skills)
- Communication (Soft Skills)
- Problem-Solving (Soft Skills)
- Team Collaboration (Soft Skills)
- Attention to Detail (Soft Skills)
5. Commercial Operations Specialist, SilverLine Technologies, Denver, CO
Job Summary:
- Leading the business toward active, wholistic, clear, transparent, and strategic decision-making
- Build and execute the standard Workflows & Applications playbook for transactions from inception to booking
- Ensure efficient execution of deals through internal processes
- Ensure optimal deal cycle times and precise execution
- Key liaison and support point for Sales, Operations teams, Salesforce Dot Com super-user
- Responsible for deal schedules, organization and follow-up
- Oversees the Contracting, Contract Filing, Referencing and Signing Process
- Validate customer orders against quote/contract documentation, order documents & approvals
- Reference Deal structuring for future referencing
- Play a key role in handover to Operations (Implementation teams and Project Managers
- Be the data champion and the go-to person for the Commercial management team
- Provide admin support for marketing activities like exhibitions, customer/agent training, seminars, etc.
- Office daily admin works support including customer reception, meeting arrangements, tickets, hotel and transportation arrangements, etc.
Skills on Resume:
- Strategic Decision-Making (Soft Skills)
- Workflow Development and Execution (Hard Skills)
- Transaction Management (Hard Skills)
- Clinical Trial Oversight (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Data Analysis and Reporting (Hard Skills)
- Communication and Transparency (Soft Skills)
- Process Improvement (Hard Skills)
6. Commercial Operations Specialist, ClearPath Ventures, Charlotte, NC
Job Summary:
- Team with sales managers, solutions engineers, and business development to develop a deal strategy
- Contribute to the development of proposals and RFP responses
- Support the development of business terms and complex contractual language and may participate in customer negotiations
- Act as a liaison between Sales and Legal regarding contracting issues
- Identify opportunities for Sales process efficiencies
- Perform quantitative and qualitative analysis, and compile the information in customer presentations and/or proposals
- Understanding, communicating, and managing incentive program participation and application requirements
- Draft standard documents in line with Legal, Finance, Operations, etc.
- Help Sales respond to customer feedback
- Create slides for presentation at regular commercial meetings
- Internal meetings support, scheduling, preparing and gathering slides and information, developing agendas, and taking meeting minutes
- Budget and expense support for the Commercial Operations team
- Invoicing and report processing (Order-Backlog-Sales)
Skills on Resume:
- Strategic Thinking (Hard Skills)
- Proposal Development (Hard Skills)
- Business Terms Negotiation (Hard Skills)
- Collaboration (Soft Skills)
- Communication (Soft Skills)
- Analytical Skills (Hard Skills)
- Problem-Solving (Soft Skills)
- Project Management (Hard Skills)
7. Commercial Operations Specialist, EcoFleet Services, Indianapolis, IN
Job Summary:
- Load documents and facilitate internal reviews of materials via the Veeva PromoMats system
- Manage review timelines, working closely with Marketing and external creative agencies
- Assist with the proofing of materials before the internal review
- Work with external vendors as well as internal reviewers and content submitters in support of the Promotional Review Board (PRB) process
- Pull and report on PRB metrics for internal reporting
- Speaker Programs, Meetings & Events
- Assist in the general management of Viela Bio's Promotional Speaker programs
- Manage meeting planning and logistics for Viela Bio's external commercial meetings, including regional as well as national events and congresses
- Be responsible for General Commercial Operations Support
- Assist with document and file management for the commercial organization
- Prepare Price Quote and make Order Processing and Order Forecasting
- Provide Policy and Process Support to the Local Sales team and Distributors on the import & logistic information collection, country policy research
- Follow up the Custom Clearance Procedures and Import the goods according to Country regulations and company policies
Skills on Resume:
- Proficiency with Veeva PromoMats (Hard Skills)
- Document management (Hard Skills)
- Review facilitation (Hard Skills)
- Timeline management (Hard Skills)
- Collaboration with Marketing (Soft Skills)
- Coordination with external creative agencies (Soft Skills)
- Proofreading (Hard Skills)
- Attention to detail (Soft Skills)
8. Commercial Operations Specialist, Horizon Renewable Energy, Sacramento, CA
Job Summary:
- Allocate fees associated with the loan to appropriate General Ledger accounts post-close
- Perfection of collateral by filing documents with the County and/or State including Mortgages, Assignments of Rents, UCCs, Heartland lien on Auto Titles
- Consistently follow up on the Exception Report by contacting the necessary parties to obtain originally filed documents, such as Title Insurance Policy, originally recorded Mortgages, original recorded Assignment of Rents, original filed USCs, original and encumbered auto titles
- Monitor and track insurance consistently to ensure that all commercial loans have current insurance in place, that Heartland Bank is listed as a loss payee or mortgage holder, and update the Navigator loan system accordingly
- Transactional maintenance and payment processing on the loan system and research inquiries on posting of loan payments
- Payoff quotes and processing of the same upon receipt of funds
- Point of Contact for the processing of Construction Draw Requests / Line of Credit Draw Requests
- Secondary party for the dual control of the monthly audit of the collateral vault about negotiable collateral, i.e. certificate of deposit, stocks, and update of the audit log upon review
- Answer incoming calls and handle the needs of the caller or direct them to the appropriate individual within the Commercial Loan Operations department
- Provide support to the commercial processing team, which may include generating good-standing certificates
- Performing UCC lien searches, position themselves as the liaison between processor & lender to assist with the due diligence process of the loan files
- Work collaboratively with the In-field teams
- Support the development and delivery of engaging behavior-changing promotional and educational meetings for the IFT.
Skills on Resume:
- General Ledger Management (Hard Skills)
- Fee Allocation (Hard Skills)
- Document Filing and Compliance (Hard Skills)
- Collateral Perfection (Hard Skills)
- Mortgage Processing (Hard Skills)
- Assignment of Rents Management (Hard Skills)
- Attention to Detail (Soft Skills)
- Organizational Skills (Soft Skills)