Commissions & Sales Operations Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Assist in formulating annual and quarterly incentive compensation strategies that align with company revenue objectives.

• Assess the effectiveness of compensation plans using performance analytics and suggest modifications as needed.

• Manage the complete monthly commissions cycle, which includes data extraction, validation, calculations, and delivery of payout files.

• Calculate and distribute commissions and incentives, including the generation of monthly reports and calculators.

• Aid in the implementation of compensation systems such as CaptivateIQ.

• Create reports and dashboards that track sales performance in relation to compensation results.

• Evaluate the effectiveness of plans, the cost of sales, pay-for-performance alignment, and the ROI of incentive programs.

• Examine and resolve commission disputes within established SLAs and provide recommendations for approval.

• Maintain the authoritative source for commissions and proactively address any data integrity issues.

• Collaborate with the Finance team to ensure accurate, audit-ready commission accruals.

• Ensure adherence to legal, audit, and financial regulations.

• Keep updated documentation for compensation plans, policies, and procedures.

• Manage discount approval processes and route exceptions appropriately.

• Reconcile approved discounts against invoiced discounts and generate variance summaries.

• Identify patterns in discount requests and provide insights for policy revisions.

• Ensure discounts are accurately represented in CRM and billing systems.

• Track sales performance using Salesforce dashboards and trend analyses.

• Investigate revenue discrepancies from closed-won opportunities to billed revenue.

• Analyze billing discrepancies against contracts, quotes, and Salesforce records.

• Assist with CPQ, billing, CRM integration, and other tool enhancements.

• Monitor and reconcile commercial vendor utilization with purchase orders.

• Support additional Sales Operations tasks as needed.

⛳️ Requirements

• Bachelor’s Degree.

• At least 2 years of experience in Sales Operations, Revenue Operations, FP&A, or a Finance/Accounting role that involves exposure to commissions.

• Practical experience managing a monthly commissions cycle (Salesforce, CaptivateIQ, Xactly, or similar platforms).

• Proficient in Excel / Google Sheets, including skills in XLOOKUPs, pivot tables, and data validation.

• Familiarity with Customer Relationship Management tools (e.g., Salesforce) and associated processes.

• Strong attention to detail; comfortable taking ownership of processes where errors can lead to direct financial consequences.

• Excellent written and verbal communication skills, capable of conveying a dispute resolution to a representative and explaining variances to a CFO.

• Basic understanding of AI tools for operational tasks — experience utilizing LLMs or AI-assisted tools to expedite document reviews, summarize deal terms, or automate recurring operational activities.

• Must be eligible to work in the United States without sponsorship.

• Preferred: Experience in a SaaS environment.

• Preferred: Knowledge of CPQ tools (Salesforce CPQ, DealHub) and billing systems.

• Preferred: Experience in creating or enhancing SOPs and process documentation.

🏝️ Benefits

• Flexibility to work where and how you prefer within your country of employment – whether in-office, remote, or hybrid.

• Ongoing investment in your professional development.

• Immediate access to a comprehensive health and wellness benefits package, including an annual wellness stipend.

• 401k plan with up to a 4% match and immediate vesting.

• Flexible and generous time-off policy (FTO).

• Employee Stock Purchase Program.