Role Summary
This role sits at the intersection of systems, process, and people—enabling commercial transformation initiatives through the administration and evolution of our core system platforms (CRM, CPQ, CLM). The Commercial Transformation Analyst partners directly with Sales, Commercial Excellence (CE), Marketing, and Development teams to define business requirements, translate them into technical solutions, and ensure successful delivery through testing, training, and adoption. This role requires strong technical fluency, project management discipline, and the ability to drive change management with clarity & confidence for our stakeholders.
Key Responsibilities
Platform Administration & Support
- Own administrative support for CRM (Microsoft Dynamics), CPQ, and CLM platforms
- Investigate, manage, and resolve user support tickets with a focus on root cause analysis
- Maintain system configurations, workflows, and data integrity
- Proactively identify opportunities for automation, simplification, and improved system performance
Business Partnership & Requirements Development
- Partner with Sales, Marketing, CE and other stakeholders to gather and define business requirements
- Translate business needs into functional specifications for Development teams
- Understand the ROI for the need; ability to visualize the upstream and downstream risks & benefits
- Communicate system capabilities effectively the first time, building trust with end users & increasing confidence
Project Delivery & Transformation
- Support CRM, CPQ and CLM migration efforts & enhancements through direct involvement & effective project management
- Manage timelines, priorities, and project milestones to achieve OTD and other core KPI metrics
- Identify and proactively address risks, dependencies, and system impacts across the ecosystem
Testing & QA
- Develop and execute test plans
- Lead or support UAT efforts & reduce preventable issues from later re-work
- Validate end-to-end workflows
- Ensure production readiness of system releases
Continuous Improvement
- Drive system adoption and user confidence
- Deliver 1:1 and small group training sessions when needed; coordinate with Training & Enablement to deliver effective adoption of job aids & user documentation
- Evaluate system changes for upstream & downstream impacts
- Recommend improvements to workflows and user experience
- Contribute to long-term system strategy
Qualifications & Skills
Required Experience & Core Capabilities
- 8-12 years in commercial systems, sales operations, or related field or a master's degree and 6+ years of experience
- Bachelors degree or advanced degree in a related field
- Microsoft Dynamics experience required; Strong SFDC background a major plus
- Experience with both CPQ and CLM platforms
- Experience in change management or commercial transformation initiatives
- Strong project management skills
- Ability to translate business requirements into technical solutions
Stakeholder Influence & Change Management
- Experience driving adoption and change
- Ability to influence without authority
- Strong communication skills articulating the 'how' and 'why'
Technical & Analytical
- Strong CRM technical fluency
- Experience with system integrations and data models
- Strong problem-solving skills
- Ability to create absorbable & effective documentation
- Comfort working directly with end users
- Comfortable working in a fast-paced, dynamic environment
Tools & Platforms
- Microsoft Dynamics (CRM)
- Salesforce (SFDC)
- CPQ Software
- CLM Software (e.g., Conga)
- Healthcare Databases (e.g., Definitive, IQVIA, etC)
- Microsoft Suite –Strong Excel background
The rate of pay for this position will depend on the successful candidate’s work location and qualifications, including relevant education, work experience, skills, and competencies.
If your location allows for pay/benefit transparency, please click the link below to request further information on this position. Pay Transparency Request Form (smartsheet.com)
Benefit Overview: This position offers a comprehensive benefits package including medical, dental, and vision insurance, a 401(k) with company match, paid time off, parental leave.
Fresenius Medical Care maintains a drug-free workplace in accordance with applicable federal and state laws.
Fresenius Medical Care is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sexual orientation, gender identity, parental status, national origin, age, disability, military service, or other non-merit-based factors