Senior Consultant

📋 Description

• Oversee the comprehensive configuration and implementation of Xactly Incent, which includes designing compensation plans, establishing quotas, crediting rules, and calculating commission payouts.

• Tailor Compensation Rules to accommodate intricate commission structures, such as tiered payouts, accelerators, draws, and recoveries, based on the specific business needs of clients.

• Configure and oversee participant hierarchies, team structures, and territory assignments to ensure precise tracking of compensation.

• Develop and uphold calculation formulas for base pay, bonuses, and multi-variable commissions using Xactly’s Calculation Engine.

• Manage the credit assignment process, which includes distributing credits among multiple participants or roles and ensuring correct credit allocation to sales activities.

• Set up and manage Plan Documents and Participant Statements to guarantee transparency and clarity in commission reporting.

• Execute data loading and integration from various input sources (such as CRM data from Salesforce, ERP systems, or manual files) using Xactly's Connect integration tool.

• Carry out User Acceptance Testing (UAT) to verify system functionality and ensure precision in calculations.

• Establish and manage dispute workflows, offering users avenues to contest commissions while maintaining proper audit trails.

• Create and configure Xactly Analytics dashboards and custom reports to deliver clients real-time visibility into performance metrics, incentive payouts, and sales effectiveness.

• Construct advanced reporting frameworks to monitor essential metrics, including quota attainment, sales by product, compensation by territory, and team performance.

• Leverage Xactly Analytics' data visualization tools to craft and present intuitive charts and graphs that emphasize key insights for executives and sales leaders.

• Configure custom calculation logic for reporting objectives, including aggregate functions such as year-over-year comparisons, trend analysis, and commission forecasting.

• Implement role-based security within Xactly Analytics to ensure appropriate data access controls, allowing varying levels of visibility for different stakeholders (e.g., sales representatives, managers, and executives).

⛳️ Requirements

• Minimum of 4 years of experience in a software development or systems analyst capacity.

• Must be adept with emerging technologies, quick to learn new software, comprehend data models and object models, write SQL queries, and create design specifications.

• Exceptional written and verbal communication skills.

• 3-5 years of experience with the implementation of Xactly Incent and Xactly Analytics.

• Understanding of software development and implementation life cycles.

• Familiarity with major relational databases (Oracle, SQL Server, etc.).

• Proficient in the configuration of Xactly Incent, which includes:

• Compensation Plan Design: Structuring and configuring incentive compensation plans, defining quotas, crediting rules, and payout methods.

• Participant Management: Setting up and managing user hierarchies, teams, roles, and permissions.

• Calculation Engine: Creating custom formulas and managing complex calculation rules (e.g., weighted commissions, bonuses).

• Plan Document Automation: Configuring participant statements and documents that are automated and customizable.

• Quota Management: Setting up and managing processes for quota-setting.

• Expertise in configuring and reporting with Xactly Analytics:

• Advanced Data Modeling: Designing and configuring custom reports and dashboards.

• Complex Report Building: Developing performance dashboards that aggregate sales data and compensation metrics.

• Knowledge of the following technologies is considered beneficial:

• Microsoft SQL Server, Informatica, Xactly, Varicent.

• Web technologies such as JavaScript, XML, CSS, and HTML.

• BI Cognos reporting.

• SQL Server Integration Services (SSIS).

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and continuous learning.

• Flexible work hours and remote work options.

• A collaborative and inclusive work environment.