Analyst Sales job description

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

The Sales Analyst is responsible for the administration, application and detailed understanding of incentive plans that support the Employer Services Business Unit within Workforce Solutions. This role will support reporting, contract analysis and interpretation, and determination of annual contract value. The role will require a detailed understanding of incentive plans, data management, reporting and process improvement.

You will be expected to communicate at all levels of leadership, supporting Centers of Excellence and the respective business unit requests. You will also be expected to help initiate and build standardized tools, methodologies and business processes aimed at improving operational efficiency and effectiveness.
What you'll do:
You will support development, maintenance and modification of current and future incentive plans Support tracking and analysis of incentive plans, SPIF programs and incentive compensation exception committee requests Review incentive plans and ensure proper application for incentive plan crediting You will calculate contract quota eligibility and make recommendations for incentive process efficiency Gather and handle incentive discrepancies and project manage to resolution Administration of required data for plan crediting in accordance with monthly processing deadlines Monthly, Quarterly, and annual reconciliation with Compensation Center of ExcellenceTimely resolution of incentive payment processing inquiries Ability to work independently and require minimal direction Proactively identify, recommend, and implement valued-added solutions and metrics in a timely manner Self-starter that provides thought leadership around process and metrics that benefit internal partners You will need to have the ability to perform complex analysis using multiple disparate databases with large volumes of information Ability to collect and document business and reporting requirements from multiple sources Ability to prioritize multiple work projects, delivering simultaneous data analysis requests of varying sizes and scope Ability to provide recommendations along with credible data that supports the recommendation Ability to communicate with all levels of management including Senior Leadership

What experience you need:
Bachelor's degree or equivalent experience required2+ years prior experience related to financial and/or revenue analysis, metrics and reporting or contract analysis Proficiency in Microsoft Office Suite is required with emphasis on advanced Excel and PowerPoint skills

What could set you apart:
Experience with incentive plan support, analysis and administration a plus Experience with Microsoft Access and/or other Business Intelligence tools Experience with CRM database software preferred; Salesforce.com Verbal and written communication skills Strong interpersonal skills and the ability to work both independently and within a team environment; foster close cooperative relationships with peer leaders, sales, service and vertical leaders Ability to handle changing, fast-paced and challenging job demands Detail oriented, focused on data integrity and accuracy Strong decision-making and problem solving skills using “out of the box” thinking

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

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

Primary Location:
USA-St. Louis-Lackland

Function:
Function - Human Resources

Schedule:
Full time

You could be the one who changes everything for our 26 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility.

Position Purpose: The Sales Incentive Analyst is responsible for all aspects of sales incentives (CA, OR, AZ) processing and ensures Sales associate are correctly compensated according to the guidelines of the current sales plan. Handles complex sales incentives issues.

• Analyzes sales incentives plans for CA, OR, and AZ and develops compensation calculations. Ensures Sales Associates are compensated correctly per their sales goals and incentive plan.

• Participates in the establishment and review of departmental guidelines for sales incentive payment. Provides analytical support by identifying issues. Recommends and implements new procedures.

• Coordinates and monitors daily activities of other sales incentives analysts to maintain accurate and current sales incentives commission payouts. (i.e., backlogs, reports, processing changes, meeting target dates).

• Provides guidance to other sales incentive analysts for resolving complex sales incentive commission issues and audits.
• Handles elevated call/issues for sales incentives before supervisor intervention.

• Tracks and report variances in sales incentive payouts and the potential impact to meeting target dates.

• Prepares weekly and month-end reports, and provides critical data on the performance of key standards.

• Interacts with Sales management to provide customer support on any commissions/related inquiries.

• Performs internal validations for broker commissions to ensure compliance with sox controls.

• Trains new associates and acts a subject matter expert for new and less experienced associates.

• Assists in completion of special projects or other duties as assigned.

Education/Experience: Bachelor's Degree in Business or related field, or equivalent experience. Must have minimum 5 years accounting, financial reporting or commissions experience. HMO or insurance company accounting experience preferred. Experience extracting and manipulating large data sets using Access and Excel

Our Comprehensive Benefits Package: Flexible work solutions including remote options, hybrid work schedules and dress flexibility, Competitive pay, Paid time off including holidays, Health insurance coverage for you and your dependents, 401(k) and stock purchase plans, Tuition reimbursement and best-in-class training and development.

Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.

**TITLE:** Sales Incentive Analyst

**LOCATION:** Woodland Hills, California

**REQNUMBER:** 1331270

The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We may adapt when the market changes, but we never waver in our core belief that lower costs result in greater value for our clients. We've gained a dedicated following by serving clients (Broker/Dealers, RIAs, Banks, Insurance Companies and Investment Strategists) with a consultative approach that employs simple, reliable tools and resources to ensure consistent, long-term performance.
How you'll spend your days:

As a Sales Analyst, you'll spend your days to provide sales, analytical and technical support to FAS RIA clients and FAS external sales partners in order to position Vanguard solutions (products, thought leadership, services) with the goal of deepening loyalty and driving profitable growth.
Applying your deep knowledge of capital markets, the investment management industry, and marketplace developments, you'll become a trusted advisor to home office professional buyers. This includes exposure to clients' research analysts, as well as, to C-suite level personnel. You'll help protect current Vanguard assets plus achieve selective growth by engaging with external sales partners to provide ongoing due diligence support and uncover new sales opportunities with assigned firms. You will also collaborate with a number of internal teams across the Vanguard organization - examples being investment management, analytics, marketing, and operations in order to deliver the best experience for your clients. Frequent travel includes industry and firms' conferences plus sales meeting engagements with professional buyers. You'll have meaningful input in the development and execution of client strategies.

Core Responsibilities
Strategizes directly with sales professionals and/or sales managers to inform and promote the sales strategy and growth objectives. Anticipates and identifies client needs. Analyzes prospect opportunities using complex quantitative and qualitative analysis.Researches prospects and conducts market research and analysis of competitors. Demonstrates and develops an expert understanding of capital markets, asset management, and the financial services industry.Interprets, analyzes, organizes, and presents sales data to senior leaders to enable informed decision making and optimize sales activities and growth objectives. Incorporates deep competitive intelligence of the industry and product lines to provide the most sophisticated and informed recommendations.May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.Provides guidance and analysis of the markets, territories, client needs and utilization, and prospect opportunities to develop and advance the strategic sales business plan.Participates in special projects and performs other duties as assigned.
Qualifications
Five years related work experience. Two years of sales analysis experience preferred.Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.CFA, CIMA, or Graduate degree preferred.This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.FINRA Series 7, 63, or ability to acquire within department guidelines

About Vanguard
We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.