Overview
This role supports the Sales organization by preparing and tracking sales commissions data and metrics. Responsibilities include producing monthly commission reporting, maintaining the supporting data used in commission calculations, researching discrepancies, and escalating items that cannot be resolved at this level. The work is performed under the direction of the VP of Finance – Commissions and senior commissions staff, with a focus on accuracy, confidentiality, and adherence to firm monthly deadlines.
Responsibilities
- Prepare monthly commission reports and supporting analytical data for review.
- Compile and maintain spreadsheets and internal database reports used to gather data and metrics for commission calculations.
- Maintain accurate monthly reports and research discrepancies in commission calculations.
- Resolve routine discrepancies; escalate discrepancies that cannot be resolved at this level.
- Provide data and reporting used to analyze sales performance results.
- Support communication and administration of sales commission and incentive plans, policies, and quotas.
- Provide data and reporting to support modeling of alternative commission or incentive plan designs and calculations.
- Respond to routine commission inquiries from the Sales organization.
- Escalate complex, disputed, or sensitive commission calculations to senior commissions staff.
- Support reconciliation of commission accruals and payments with Finance and Payroll.
- Identify and report data quality issues or system gaps that affect the accuracy or efficiency of commission calculations.
- Assist with user acceptance testing for new system changes and enhancements.
- Maintain detailed, traceable records so commission calculations can be traced to supporting data.
- Complete reporting accurately and within firm monthly deadlines.
- Handle confidential compensation and performance information with discretion.
- Perform other duties as assigned.
- Comply with all policies and standards.
- Demonstrate comfort adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.
Requirements
- Bachelor’s degree, preferably in Business, or an equivalent combination of education and experience in a similar role.
- 2+ years of experience in accounting, finance operations, sales operations, or a data and reporting role.
- Exposure to sales commission or incentive compensation administration.
- Hands-on experience using an ERP, CRM, or dedicated commission or incentive compensation management platform.
- Solid analytical skills, with a basic understanding of accounting processes and methodologies.
- Proficiency in Microsoft Excel, including working knowledge of pivot tables and lookup functions.
- Ability to use ERP systems and other databases to gather information and produce accurate reporting.
- Ability to work within defined policies and procedures, follow through accurately on objectives, and meet strict deadlines.
- Strong attention to detail and sustained accuracy in detailed, repetitive data work.
- Ability to interact tactfully and courteously with internal customers across the Sales organization.
- Discretion and sound judgment in handling confidential compensation and performance data.
- Ability to research discrepancies, resolve routine issues, and escalate complex or sensitive matters appropriately.
- Ability to maintain clear, traceable records and supporting documentation.
- Ability to support testing and process improvements related to commission systems and reporting.
Preferred Qualifications
- Experience with CaptivateIQ Commission, Salesforce, and NetSuite.
Compensation & Benefits
- Medical, dental, and vision plans
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- Disability and life insurance (income protection)
- 401(k) with company match
- Unlimited PTO
- Paid company holidays
- Hybrid/remote work options
- Paid bonding leave for eligible employees
- Employee discounts
- Access to an Employee Assistance Program (EAP)
- Accident, critical illness, long-term care, and hospital indemnity coverages
- Legal and identity theft protection
- Pet insurance
- Supplemental life insurances
- Referral bonuses
- Charitable donation matching
- Allowances for eligible roles
Location
Remote: Job duties are performed from the employee’s home or another approved remote location. Remote employees are expected to maintain productivity, communication, and availability during agreed-upon working hours, in alignment with company policies.
Additional Information
- All offers of employment are contingent upon the successful completion of a comprehensive background check.
- Equal opportunity employer. Employment is offered without unlawful discrimination based on race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation, or any other status or condition protected by local, state or federal law.