[Hiring] Commercial Operations Manager @Wipfli Advisory LLC

Role Description

Wipfli is continuing to build its Commercial Operations capability, and we’re looking for someone who enjoys bringing structure to ambiguity and turning business needs into practical solutions. This role will partner with Business Unit, Sales/Business Development, Finance, Data, Operations, and Technology teams to improve how we work across people, processes, systems, and data.

This isn’t a role where you’ll simply inherit a finished playbook. You’ll help build it. You’ll identify opportunities for greater consistency and visibility and translate business needs into scalable processes, reporting, governance, system requirements, and tools that teams can successfully adopt.

Responsibilities

• Partner with business and sales leaders to understand priorities, operational challenges, and opportunities for improvement.
• Build and improve Commercial Operations processes, workflows, playbooks, governance, and standards.
• Translate business needs into clear process, system, data, and reporting requirements.
• Partner with Revenue Systems, Sales Operations, Finance, Intelligence & Insights, and other teams to implement practical solutions.
• Develop reporting and insights that help leaders understand performance, trends, risks, and opportunities.
• Support commercial programs including deal workflows, segmentation, territories, pricing, quotas, and incentive processes.
• Lead cross-functional improvement initiatives from discovery through implementation and adoption.
• Create documentation and practical guidance that help teams successfully adopt new ways of working.

Qualifications

• Bachelor’s degree in business, finance, analytics, marketing, operations, or a related field. An equivalent combination of education and relevant experience may be considered in lieu of a degree.
• 5+ years of experience in Commercial Operations, Revenue Operations, Sales Operations, Business Operations, Finance, Analytics, or a related field.
• Experience building or improving business processes, operating practices, or cross-functional programs.
• Strong business acumen with the ability to translate business challenges into practical solutions.
• Experience gathering business requirements and working across multiple stakeholder groups.
• Strong analytical, communication, facilitation, and project management skills.
• Experience working with CRM, reporting, and commercial technology platforms. Microsoft Dynamics 365 experience is preferred.
• Comfortable navigating ambiguity, challenging existing practices constructively, and creating structure where it may not already exist.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share as well as Firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.