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Fortive

Commercial Operations Strategy Consultant

Posted 17 Hours Ago
Be an Early Applicant
Hybrid
Austin, TX
Senior level
Hybrid
Austin, TX
Senior level
The Consultant leads sales forecasting, performance measurement, and data governance to enhance commercial execution and align teams with strategic objectives.
The summary above was generated by AI

The Consultant is responsible for Commercial Planning & Performance including forecasting, territory management, and sales performance measurement. This role also ensures sales plans are data-driven, achievable, and aligned with business objectives to easily allow execution against key goals. As one of the strategic operational architects of commercial execution, the Commercial Planning & Performance function ensures the commercial team supports key visibility in the forecasting data, optimal territorial and segmental coverage, and achievable growth objectives to scale and meet the organization’s goals. 

This role leads the forecasting process, territory design, and performance measurement to align resources with market potential. By partnering with senior leadership, it creates actionable sales strategies, monitors execution against plan, and identifies both gaps and opportunities in real time. The work drives accountability, maximizes productivity, and ensures the commercial team is equipped to deliver consistent, predictable results.

Responsibilities

  • Sales Planning & Forecasting
    • Lead the sales forecasting process and partner with leadership to develop annual and quarterly sales plans.
    • Design and maintain territory assignments to optimize coverage and balance workload.
    • Oversee sales operations processes including territory planning, pipeline management, compensation analysis, and incentive programs.
  • Performance Management & Analytics
    • Track and analyze sales performance against targets and KPIs, identifying gaps and recommending corrective actions.
    • Provide strategic analysis of revenue performance, sales funnel dynamics, deal velocity, quota attainment, and other critical metrics to inform executive decisions.
    • Conduct ad-hoc analyses and modeling to support high-stakes business decisions and long-term planning.
  • Reporting & Data Governance
    • Lead the design, implementation, and optimization of advanced analytics, reporting, and dashboards across Salesforce, Power BI, and other platforms.
    • Maintain performance reporting tools and frameworks, ensuring accuracy and consistency.
    • Develop and enforce organization-wide data governance, KPI frameworks, and operational best practices.
    • Maintain thorough documentation of methodologies, data definitions, and process flows.
  • Cross-Functional Leadership & Enablement
    • Partner with leadership to translate insights into actionable strategies that drive growth, efficiency, and process improvements.
    • Lead cross-functional projects and initiatives, serving as a bridge between operations, finance, sales, and marketing teams.
    • Ensure alignment between sales strategy and operational execution to improve forecast accuracy and overall sales effectiveness.
    • Mentor and guide junior analysts or operations team members in analytics, reporting, sales processes, and operational best practices.

Qualifications:

  • MBA required; Bachelor’s degree in Business, Finance, Data Analytics, or a related field preferred.
  • 5+ years of experience in operations, sales operations, business consulting, or analytics roles with increasing responsibility.
  • Expertise in Salesforce, Power BI, Excel, and other analytics platforms; experience with SQL or data modeling preferred.
  • Deep understanding of sales operations, data governance, KPI frameworks, and operational metrics.
  • Strong strategic thinking, problem-solving, and project management skills.
  • Proven ability to influence stakeholders at all levels and communicate insights effectively.
  • Experience leading cross-functional initiatives and mentoring junior staff.

Ideal Attributes:

  • Strategic & Analytical: Highly data-driven with the ability to transform complex analytics into actionable business strategies that drive measurable impact.
  • Adaptive & Decisive: Thrives in ambiguity, providing clarity, structure, and direction in dynamic and evolving operational environments.
  • Collaborative Leader: Builds strong cross-functional relationships, fosters teamwork, and demonstrates exceptional leadership and coaching skills to develop high-performing teams.
  • Innovative Problem-Solver: Proactively identifies opportunities for improvement and leverages insights to implement creative, scalable solutions.
  • Results-Oriented: Maintains a relentless focus on outcomes, balancing strategic vision with operational execution to achieve organizational goals.
  • Excellent Communicator: Articulates complex concepts clearly and persuasively to stakeholders at all levels, influencing decisions and driving alignment.

Fortive Corporation Overview

Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care.

We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

About Accruent

Personal development and becoming the best you is all about growth and exploring new skills and opportunities – both in and out of the office. At Accruent, we call this Grow Without Limits, and we’re proud to offer each of our employees the resources, coaching and support necessary to achieve Growth Without Limits in their personal and professional lives. Explore where the path takes you.

Accruent is a leading provider of solutions for unifying the built environment —spanning real estate, physical and digital assets, and the integrated technology systems that connect and control them. Accruent continues to set new expectations for how organizations can use data to transform how they manage their facilities and assets. With U.S. headquarters in Austin, Texas, Accruent serves over 5,000 customers in a wide range of industries in more than 100 countries worldwide.

We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

Top Skills

Excel
Power BI
Salesforce
SQL

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