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Clo Operations Jobs in Michigan (NOW HIRING)

About the Role The Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting ...

About the Role The Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting ...

Clo Operations information

What are the key skills and qualifications needed to thrive as a CLO (Chief Lending Officer) Operations professional, and why are they important?

To excel in CLO Operations, you need expertise in loan administration, portfolio management, and a solid understanding of financial markets, often supported by a degree in finance or related fields. Familiarity with loan management systems, financial modeling tools, and regulatory compliance platforms is typically required. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for this role. These skills ensure accurate loan processing, risk management, and smooth coordination across teams in a highly regulated financial environment.

What are some common challenges faced by a CLO Operations professional, and how can they be effectively managed?

CLO Operations professionals often face challenges such as managing complex transaction settlements, ensuring timely and accurate reporting, and keeping up with regulatory changes. These roles require strong attention to detail, effective communication with portfolio managers and third-party vendors, and the ability to quickly resolve discrepancies. Building strong organizational systems and staying updated on industry best practices can help professionals handle these challenges efficiently and maintain smooth operations.

What are CLO Operations?

CLO Operations refers to the processes and activities involved in managing Collateralized Loan Obligations (CLOs), which are complex financial securities backed by a pool of loans. Professionals in CLO Operations handle trade settlements, cash flow modeling, compliance monitoring, reporting, and communication with investors and trustees. Their primary goal is to ensure the accurate and efficient administration of CLO structures, adherence to regulatory requirements, and timely delivery of information to stakeholders. Effective CLO Operations are critical to maintaining the integrity and performance of these investment vehicles.

What is the difference between Clo Operations vs Clo Designers?

AspectClo OperationsClo Designers
Primary RoleManaging and overseeing the production, logistics, and supply chain of CLO (Collateralized Loan Obligations) assetsCreating and designing CLO structures, cash flow models, and deal documentation
Required CredentialsFinance certifications (e.g., CFA), experience in asset management or structured financeFinancial modeling skills, background in finance, economics, or related fields
Work EnvironmentFinancial institutions, asset management firms, investment banksFinancial institutions, consulting firms, or specialized CLO design teams

While CLO Operations focus on managing the day-to-day functions of CLO assets, CLO Designers are responsible for structuring and designing CLO deals. Both roles require strong financial knowledge, but their responsibilities differ significantly in scope and focus.

What are popular job titles related to Clo Operations jobs in Michigan? For Clo Operations jobs in Michigan, the most frequently searched job titles are:
What cities in Michigan are hiring for Clo Operations jobs? Cities in Michigan with the most Clo Operations job openings:
Infographic showing various Clo Operations job openings in Michigan as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution.
CRM Sales Operations Analyst

CRM Sales Operations Analyst

Workhorse

Wixom, MI

Other

Posted 5 days ago


Job description

Description


We're raising the standard for what a medium-duty truck should be - delivering vehicles, infrastructure, and support designed to work for you.


About the Role

The Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting accuracy, and cross-functional operational alignment across the Lead-to-Order (L2O) and Order-to-Cash (O2C) lifecycle.


This individual will serve as a key Salesforce Subject Matter Expert (SME) and trusted business partner to Sales, Finance, Operations, and Customer teams by helping manage pipeline integrity, quote/order accuracy, forecasting visibility, revenue process alignment, and scalable operational workflows.


The ideal candidate combines strong Salesforce expertise with operational business acumen and the ability to support end-to-end commercial processes from lead generation through order execution, invoicing, and delivery visibility.


What You Will Do


Salesforce Administration & CRM Operations

  • Serve as the primary Salesforce support resource and day-to-day CRM administrator for the Commercial Sales organization. 
  • Maintain and improve Salesforce data integrity across Leads, Accounts, Contacts, Opportunities, Quotes, Orders, Assets, and related commercial objects. 
  • Support Salesforce configuration enhancements including workflows, automation, validation rules, page layouts, fields, reporting, dashboards, and user support. 
  • Monitor and enforce pipeline hygiene, stage progression accuracy, required field completion, and forecasting consistency. 
  • Partner with internal stakeholders and external vendors on CRM enhancements, integrations, and system optimization initiatives. 
  • Support CRM alignment across Salesforce, ERP systems, quoting processes, and operational reporting tools. 

Lead-to-Order (L2O) & Order-to-Cash (O2C) Process Support

  • Act as an operational SME supporting Sales and Finance teams across Lead-to-Order and Order-to-Cash workflows. 
  • Support quoting, pricing approvals, order governance, booking validation, and commercial process execution. 
  • Ensure accurate order entry and commercial data alignment between Salesforce, Finance, and Operations teams. 
  • Assist in managing bookings, backlog, invoicing visibility, shipment tracking, and delivery status reporting. 
  • Partner cross-functionally to improve process efficiency, operational visibility, and revenue reporting accuracy. 
  • Identify process gaps, operational bottlenecks, and data inconsistencies impacting commercial execution.

Reporting, Forecasting & Analytics

  • Develop and maintain Salesforce dashboards and operational reporting for pipeline health, bookings, backlog, forecasting, shipments, and sales performance. 
  • Support recurring executive reporting and ad hoc business analysis requests. 
  • Assist leadership with forecast accuracy improvements and revenue visibility initiatives. 
  • Analyze commercial trends, pipeline risks, aging opportunities, and process adherence metrics. 
  • Support data validation and reporting consistency across Sales, Finance, and Operations. 

Sales Enablement & Cross-Functional Support

  • Provide day-to-day Salesforce support and troubleshooting for Commercial Sales users. 
  • Develop training materials, process documentation, and operational playbooks. 
  • Support onboarding and ongoing training for Salesforce and commercial process workflows. 
  • Drive adherence to standardized sales stages, approval processes, and operational procedures. 
  • Partner closely with Sales Leadership, Finance, Operations, Engineering, and Customer teams to improve business process alignment and execution. 

Requirements


  • 5+ years of experience in Sales Operations, Revenue Operations, CRM Administration, or Commercial Operations. 
  • Hands-on Salesforce administration and support experience required. 
  • Strong understanding of Lead-to-Order (L2O) and Order-to-Cash (O2C) business processes. 
  • Experience supporting quoting, order management, pipeline governance, forecasting, and revenue operations. 
  • Advanced Salesforce reporting and dashboard experience. 
  • Strong analytical, organizational, and problem-solving skills. 
  • High attention to detail with focus on data accuracy and process consistency. 
  • Ability to manage multiple priorities and operate independently in a fast-paced environment. 
  • Strong communication and cross-functional collaboration skills. 

Preferred Qualifications

  • Experience supporting CRM and ERP integrations. 
  • Experience working closely with Finance and Operations teams. 
  • Experience improving pipeline hygiene, forecasting accuracy, and operational reporting. 
  • Familiarity with commercial vehicle, manufacturing, automotive, or industrial operations environments is a plus. 
  • Experience operating within lean, high-growth Sales Operations organizations.

Preferred Certifications

  • Salesforce Administrator certification required or strongly preferred 
  • Advanced Administrator, Sales Cloud Consultant, Platform App Builder, or Business Analyst certifications preferred 
  • Additional Salesforce certifications related to CRM, reporting, automation, or Revenue Operations a plus

Why Workhorse


Lead the Future of Electric Mobility

  • Workhorse is a leading electric vehicle company focused on delivering sustainable, purpose-built solutions that are transforming last-mile delivery and commercial transportation.

Make Executive-Level Impact

  • This role sits on the Sales and Executive Team, offering direct influence on enterprise growth, strategic partnerships, and company-wide direction.

Dog-Friendly Workplace

  • We believe great ideas come from people who feel comfortable being themselves-four-legged teammates included at many of our locations.

Strong, People-First Culture

  • We foster a collaborative, respectful, and transparent culture where teams are empowered, accountability is valued, and leaders are trusted to lead.

Innovation Meets Execution

  • Workhorse combines cutting-edge technology with real-world manufacturing and operational excellence-turning innovation into vehicles on the road.

Growth-Oriented Environment

  • Join a company in an exciting phase of growth where your leadership, ideas, and results will directly shape what's next.

Workhorse Group Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.