Commercial Operations Specialist
Job Summary
The Commercial Operations Specialist supports proposal development, commercial coordination, and purchasing activities to ensure business objectives are met. This role manages data quality within CRM systems, tracks purchase orders, and coordinates workflows across technical and delivery teams. The ideal candidate is detail-oriented and process-driven, focused on improving operational consistency and responsiveness.
Responsibilities
- Manage proposal development and RFQ/RFP coordination
- Maintain CRM data integrity and reporting
- Oversee material purchasing and PO tracking
- Coordinate cross-functional workflow and documentation
Required Skills
- Bachelor's in Engineering
- 3+ years in commercial/project operations
- Proficiency in Salesforce and SAP
- Strong technical writing and documentation
- Proposal and SOW management expertise
Job Details
### Role Overview
The Commercial Operations Specialist supports proposal development, commercial coordination, purchasing activities, CRM data quality, reporting support, and general operational workflow management across the business. This role is designed to improve consistency and responsiveness across bid and proposal support, material purchasing coordination, document and folder management, PO tracking, reporting, and ad hoc operational support activities.
### Core Responsibilities
- Coordinate proposal intake and ensure required information is complete before work begins.
- Support development of RFQs, RFPs, quotations, and Statements of Work through document coordination, formatting, compilation, and submission readiness.
- Establish and maintain proposal folder structures, document libraries, templates, and version control practices.
- Coordinate standard NDA signature workflows and internal approval routing.
- Maintain quality, completeness, and accuracy of opportunity and project data in SFDC and other applicable business systems.
- Support adoption and consistent use of proposal and commercial tools, templates, and standard work practices.
- Coordinate material purchasing activities and process purchasing requests.
- Maintain purchasing logs and provide visibility to stakeholders on material status.
- Coordinate with vendors, factory teams, and internal stakeholders to resolve issues.
### Required Qualifications
- Bachelor's degree in engineering (Electrical, Mechanical, Industrial, or related field).
- Minimum of 3 years of experience in commercial operations, proposal support, project coordination, or purchasing support.
- Strong writing and communication skills with the ability to explain complex technical concepts clearly.
- Experience building and/or interpreting proposals, quotes, SOWs, and RFQ/RFP documents.
- Strong organizational skills with the ability to manage multiple priorities.
- Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).
- Experience with SAP, Smartsheet, Salesforce (or equivalent CRM), and ERP tools.