Objective

Responsible for supporting the day-to-day operation of the sales engine through CRM and CPQ administration, sales reporting and process support across Culligan Mexico, ensuring that the processes, tools and data defined by Sales Excellence are executed, maintained and adopted in the field, in line with the General Commercial Excellence Framework (CEF).

Reporting to the Sales Excellence Manager, the role ensures that sales processes and digital tools translate into reliable data, clear visibility and daily execution support for the sales teams across all Lines of Business: Kiosks, Multisite Solutions (MSS) and Commercial Drinking Water (CDW).

As administrator of the CRM and sales tool stack, it focuses on data quality, pipeline hygiene, reporting and dashboards, the correct functioning of the quoting tools and the automation of manual routines. It also drives the adoption of sales processes, playbooks, training and onboarding programs, working with Sales Excellence, Sales, Business Intelligence, IT, Finance and Customer Marketing to keep tools, data and reporting connected across the commercial ecosystem.

Responsabilities

- CRM, CPQ & Tool Stack Administration: administer and maintain the CRM, CPQ and quoting tools (users, profiles, pipelines, fields, workflows and price lists loaded in the system) so that quoting and price execution run correctly end to end, acting as first point of contact for the sales teams and coordinating fixes, integrations and enhancements with IT and providers.
- Data Quality & Pipeline Hygiene: run and monitor data hygiene routines across CRM and sales systems (accounts, contacts, opportunities and pipeline stages), following up with the sales teams to keep information complete, accurate and up to date.
- Sales Reporting & Dashboards: build and maintain dashboards, scorecards and recurring reports on pipeline, conversion, productivity and KPIs, giving the sales organization timely visibility of performance.
- Sales MOS & Forecast Support:



prepare the information, reports and materials required for the Sales Management Operating System (MOS), including weekly pipeline reviews, forecast consolidation, target tracking and monthly performance reviews.
- Process & Tool Adoption: support the rollout of the sales processes, playbooks and digital tools defined by Sales Excellence, tracking usage and adoption and flagging gaps and improvement opportunities.
- Sales Support & Enablement Materials: provide day-to-day operational support to the sales teams (requests, troubleshooting, quick guides and tool training sessions) and keep enablement content, templates and documentation updated and accessible.
- Digital Automation & Cross-Functional Coordination: identify and automate manual commercial routines (reports, approvals, data loads and quoting steps), working with Business Intelligence, IT, Finance and Operations to keep data sources, integrations and reporting aligned and reliable.
- Sales Enablement & Methodology Adoption: drive the adoption of sales methodologies, playbooks and commercial processes across Kiosks, CDW and MSS, keeping sales content, guides and commercial assets aligned to local market needs.
- Onboarding, Training & Capability Building: coordinate onboarding, training, certification and ramp-up programs for the commercial teams, using CRM and performance data to identify capability gaps and implement targeted enablement initiatives.
- Commercial Effectiveness Monitoring: monitor enablement KPIs, adoption metrics and commercial effectiveness indicators, and support Sales Managers with coaching tools, performance dashboards, workshops and field programs that improve productivity, pipeline quality and sales execution.

Requeriments

- Bachelor Degree - Engineering (Industrial, Systems or related)
- Deep Knowledge in:
- CRM / CPQ administration, pipeline management and quoting flows
- Sales reporting, dashboards and KPI tracking (Power BI or similar)
- Process automation (Power Automate) and advanced Excel (Power Query)
- Advanced English

📌 Sales Operations & Digital Tools Specialist (Ciudad de México)
🏢 Culligan México
📍 Ciudad de México