Commercial Operations Coordinator

Responsibilities

• Maintain high standards of data accuracy across commercial systems
• Support reporting needs, including building and maintaining dashboards and recurring
reports for leadership
• Assist in pipeline tracking, forecasting support, and general performance reporting
• Monitor data quality, identify gaps or inconsistencies, and take action to resolve them
• Support ongoing improvements to tools, processes, and workflows
• Assist in analyzing sales and account performance trends
• Support the preparation of monthly and quarterly business reviews
• Partner with Sales, Account Management, and Marketing to support ongoing initiatives
• Coordinate and support internal projects and process improvement efforts
• Prepare materials and documentation to support team initiatives and communications
• Support the coordination of materials for key deals, proposals, and client presentations
• Assist in gathering inputs for RFPs or commercial proposals as needed
• Provide coordination support between Sales and Marketing on campaigns and
initiatives
• Assist in tracking key stages of the customer lifecycle, including onboarding and
renewals
• Support onboarding of team members on tools, processes, and best practices
• Maintain documentation, playbooks, and standard operating procedures
• Assist with preparation of presentations, reports, and internal communications
• Support scheduling, planning, and organization of key team activities as needed

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

1–3 years in a sales operations, business operations, or coordination role

Technical / Hard Skills

Strong working knowledge of Excel and presentation tools (PowerPoint or equivalent);
experience working with reporting tools and data sets; comfort working with systems that
support sales and operational processes
Education (post-secondary, certification, etc.)
Degree/Diploma or related experience

Approach and Abilities

Detail oriented; able to manage multiple tasks and priorities
Communication
Clear and concise written and verbal communication; able to work effectively across teams
Problem Solving/Decision Making
Identifies issues proactively and proposes practical solutions
Level of Ownership: Works independently; takes accountability and delivers consistently
Level of Leadership: Drives consistency in processes and supports team adoption

Success in the role

High level of data accuracy across commercial systems
Timely and accurate reporting and insights
Effective coordination of team initiatives and deliverables
Strong adoption of processes and tools across the commercial team

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.