Commissions analyst job description
Updated March 14, 2024
9 min read
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Example commissions analyst requirements on a job description
Commissions analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in commissions analyst job postings.
Sample commissions analyst requirements
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Strong knowledge and understanding of accounting principles.
- Experience with budgeting, forecasting, and variance analysis.
- High level of proficiency in Excel.
- Excellent analytical and problem-solving skills.
Sample required commissions analyst soft skills
- Excellent written and verbal communication.
- Ability to work effectively in a team environment.
- Ability to manage multiple tasks and prioritize effectively.
- Strong attention to detail and accuracy.
- Flexible and adaptable to changing demands and scenarios.
Commissions analyst job description example 1
ActiveCampaign commissions analyst job description
The Commissions Analyst will be responsible for the commissions payouts for our Sales and Customer Success organizations. Using the Xactly Commissions tool, the Commissions Analyst will partner with Revenue Operations, HR, & Business Intelligence for a seamless payout process and commission analyses. This role will collaborate with leadership across the organization to make scalable decisions and own the monthly commission calculations end-to-end. The Commissions Analyst will also perform monthly forecasts and variance analysis.
What your day consists of:Develop, maintain, and update Xactly commissions tool as necessary Coordinate cross-functionally as a project manager to implement changes to compensation structures Prepare, calculate, and analyze the monthly commissions payout in accordance to monthly/quarterly cadence Distribute and track completeness of compensation plan sign-off to ensure compliance with company policies Support the Accounting team in preparation of monthly accruals and reconciliations for commissions accounting Serve as main contact for all commissions related questions and provide answers to the sales and sales management teams via Jira ticketing system Ad hoc modeling; model impact of change in compensation structure for Sales and Customer Success teams Create reporting provided to Executive team and Board of DirectorsReview prior month actual results with Sales leadership and supporting teams Create best practices and efficiencies within team Evaluate commission guidelines periodically and suggest improvement measures Drive process and systems improvements related to commissions process and lead User Acceptance Testing for annual compensation plan changes Work directly with front line Managers, Directors, and Executive level customers to resolve commission related issues
What is needed:Chicago, IL area required Bachelors Degree in Finance or Accounting2+ years of internship or professional work experience in finance or accounting Proven understanding of GAAP accounting Prior experience with Xactly and Workday is preferred but not required Deal effectively with ambiguities and be able to manage multiple projects through completion, often under tight deadlines, with frequently changing priorities Superior written and verbal communication skills Attention to detail Expert spreadsheet creator Intellectual curiosity Ability to work in a fast-paced, ambiguous environment
We are a category-defining Customer Experience Automation Platform (CXA) that helps over 180,000 businesses in 170 countries meaningfully engage with their customers The platform gives businesses of all sizes access to 800+ pre-built automations that combine email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text.
As a global multicultural company, we are proud of our inclusive culture which embraces diverse voices, backgrounds, and perspectives. We don't just celebrate our differences, we believe our diversity is what empowers our innovation and success. You can find out more about our DEI initiatives here.
As one of the fastest-growing SaaS companies in the world, we are scaling rapidly to keep up with market demand. We are growing all of our teams and looking for people who share our values, deliver innovation frequently, and join us in our mission to grow our customer base from 180,000 today to millions. We have been ranked #4 Best Place to Work on Built In Chicago in 2021, a best workplace for remote employees by Quartz and received recognition as a great place to work across all of our regions, and continue to be globally recognized for our employee-centric culture here.
Perks and benefits:
ActiveCampaign is an employee-first culture. We take care of our employees at work and outside of work. You can see more of the details here, but some of our most popular benefits include:
-Comprehensive health and wellness benefits (including no premiums for employees on our HSA plan, telehealth and tele-mental health, and access to the Calm app for meditation)
-Open paid time off
-Generous 401(k) matching with no vesting
-Generous stipend to outfit your remote office
-Access to life coaches via Modern Health
-Cool swag
ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.
Our Employee Resource Groups (ERGs) strive to foster a diverse inclusive environment by supporting each other, building a strong sense of belonging, and creating opportunities for mentorship and professional growth for their members.
What your day consists of:Develop, maintain, and update Xactly commissions tool as necessary Coordinate cross-functionally as a project manager to implement changes to compensation structures Prepare, calculate, and analyze the monthly commissions payout in accordance to monthly/quarterly cadence Distribute and track completeness of compensation plan sign-off to ensure compliance with company policies Support the Accounting team in preparation of monthly accruals and reconciliations for commissions accounting Serve as main contact for all commissions related questions and provide answers to the sales and sales management teams via Jira ticketing system Ad hoc modeling; model impact of change in compensation structure for Sales and Customer Success teams Create reporting provided to Executive team and Board of DirectorsReview prior month actual results with Sales leadership and supporting teams Create best practices and efficiencies within team Evaluate commission guidelines periodically and suggest improvement measures Drive process and systems improvements related to commissions process and lead User Acceptance Testing for annual compensation plan changes Work directly with front line Managers, Directors, and Executive level customers to resolve commission related issues
What is needed:Chicago, IL area required Bachelors Degree in Finance or Accounting2+ years of internship or professional work experience in finance or accounting Proven understanding of GAAP accounting Prior experience with Xactly and Workday is preferred but not required Deal effectively with ambiguities and be able to manage multiple projects through completion, often under tight deadlines, with frequently changing priorities Superior written and verbal communication skills Attention to detail Expert spreadsheet creator Intellectual curiosity Ability to work in a fast-paced, ambiguous environment
We are a category-defining Customer Experience Automation Platform (CXA) that helps over 180,000 businesses in 170 countries meaningfully engage with their customers The platform gives businesses of all sizes access to 800+ pre-built automations that combine email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text.
As a global multicultural company, we are proud of our inclusive culture which embraces diverse voices, backgrounds, and perspectives. We don't just celebrate our differences, we believe our diversity is what empowers our innovation and success. You can find out more about our DEI initiatives here.
As one of the fastest-growing SaaS companies in the world, we are scaling rapidly to keep up with market demand. We are growing all of our teams and looking for people who share our values, deliver innovation frequently, and join us in our mission to grow our customer base from 180,000 today to millions. We have been ranked #4 Best Place to Work on Built In Chicago in 2021, a best workplace for remote employees by Quartz and received recognition as a great place to work across all of our regions, and continue to be globally recognized for our employee-centric culture here.
Perks and benefits:
ActiveCampaign is an employee-first culture. We take care of our employees at work and outside of work. You can see more of the details here, but some of our most popular benefits include:
-Comprehensive health and wellness benefits (including no premiums for employees on our HSA plan, telehealth and tele-mental health, and access to the Calm app for meditation)
-Open paid time off
-Generous 401(k) matching with no vesting
-Generous stipend to outfit your remote office
-Access to life coaches via Modern Health
-Cool swag
ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.
Our Employee Resource Groups (ERGs) strive to foster a diverse inclusive environment by supporting each other, building a strong sense of belonging, and creating opportunities for mentorship and professional growth for their members.
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Commissions analyst job description example 2
RingCentral commissions analyst job description
Acquire BPO is an award-winning, global business outsourcer with 8,500+ staff operating out of Class A offices in 16 locations across the Philippines, Australia, the Dominican Republic and the US, as well as from comprehensive Work-from-Home environments, where client-permitted. We are one of the fastest-growing BPO companies and Australia's largest outsourcer to the Philippines.
We have 15-years' experience delivering intelligent contact center and back-office functions for global businesses across many industries including telecommunications, banking and financial services, insurance, media, education and retail. We're recognized as being Safe, Flexible and Innovative, giving our clients the capability to Outsource with confidence.
As a dynamic organization with the ability to take your career to the next level, we're looking for strong candidates to join our team and partner with one of the biggest cloud communications companies in the world - RingCentral. We value our employees highly and, as such, offer excellent career development programs and competitive compensation and benefits packages.
RingCentral is the global leader in cloud-based communications and collaboration software. We are fundamentally changing the nature of human interaction-giving people the freedom to connect powerfully and personally from anywhere, at any time, on any device.
We're a $1.5 billion company that's growing at 30+% annually and we're expanding our Business Support Unit Team to make sure we stay ahead of the competition.
Acquire BPO is currently looking for Commissions Analyst to support us, RingCentral:
The Commissions Analyst in the Sales Operations Team at RingCentral will empower the Sales organization with business knowledge and analysis, and process optimization. You will collaborate with Sales, Crediting, Compensation, and other teams to deliver and contribute strategic solutions designed to support Sales processes and operations.
The ideal candidate is proactive, has excellent communication skills, enjoys working as part of a team, can successfully multitask, and thrives on being successful in fast-paced environments. Successful candidates will have strong interpersonal skills, a confident presence, excellent logical troubleshooting skills, and the ability to collaborate with cross-functional teams. The position entails meeting multiple deadlines, thus stellar time management and prioritization is a must.
Primary Responsibilities- Reviewing and investigating compensation cases and approvals that directly impact the Sales organization- Managing inquiries and providing resolutions about compensation to Sales- Delivering reports to respond to stakeholder needs- Builds credibility and establishes a collaborative rapport with key stakeholders within the organization.- Drives continuous process improvement and standards development.
Education and Experience- 1-2 years of relevant work experience in the same field is required for this position.- Ideal candidate is familiar with at least one of these technologies: Salesforce, Xactly; a strong user of MS Office, especially Excel.- Experience in driving continuous improvement with a track record of achieving results.- Demonstrated ability to work as a team player and enjoys collaboration, but can also work independently with minimal supervision.- Demonstrated ability to work with attention to detail and excellence in troubleshooting and analysis skills.- Self-starter/action-oriented: Can identify opportunities for process improvement- Naturally inquisitive and committed to continuous learning improvement.- Ability to work, lead, and achieve results in a global environment.- Willingness to work in a fast-paced organization.- Must be a highly energetic individual and a motivated team player.
Plus, if:- BS Management Engineering, BS Management, Applied Mathematics with Specialization in Mathematical Finance, BS Industrial Engineering, BS Management
Physical Requirements:- Willing to work night-shift
What we offer:
We offer all the work/life benefits you could ever want, (and none of the micromanagement.)
Flexible work arrangement (Hybrid Set Up) Comprehensive HMO package (medical and dental) Personal Time Off LeavesQuarterly Performance BonusEmployee Assistance and Wellness Programs
To know more about the Acquire-RingCentral Manila collaboration, you may visit www.ringcentral.com.ph
By completing your application for this role, you:
Agreed that the information collected through this site will only be processed with your prior consent and for the purpose of facilitating your employment opportunities Have read and agreed to our Data Privacy Policy
We have 15-years' experience delivering intelligent contact center and back-office functions for global businesses across many industries including telecommunications, banking and financial services, insurance, media, education and retail. We're recognized as being Safe, Flexible and Innovative, giving our clients the capability to Outsource with confidence.
As a dynamic organization with the ability to take your career to the next level, we're looking for strong candidates to join our team and partner with one of the biggest cloud communications companies in the world - RingCentral. We value our employees highly and, as such, offer excellent career development programs and competitive compensation and benefits packages.
RingCentral is the global leader in cloud-based communications and collaboration software. We are fundamentally changing the nature of human interaction-giving people the freedom to connect powerfully and personally from anywhere, at any time, on any device.
We're a $1.5 billion company that's growing at 30+% annually and we're expanding our Business Support Unit Team to make sure we stay ahead of the competition.
Acquire BPO is currently looking for Commissions Analyst to support us, RingCentral:
The Commissions Analyst in the Sales Operations Team at RingCentral will empower the Sales organization with business knowledge and analysis, and process optimization. You will collaborate with Sales, Crediting, Compensation, and other teams to deliver and contribute strategic solutions designed to support Sales processes and operations.
The ideal candidate is proactive, has excellent communication skills, enjoys working as part of a team, can successfully multitask, and thrives on being successful in fast-paced environments. Successful candidates will have strong interpersonal skills, a confident presence, excellent logical troubleshooting skills, and the ability to collaborate with cross-functional teams. The position entails meeting multiple deadlines, thus stellar time management and prioritization is a must.
Primary Responsibilities- Reviewing and investigating compensation cases and approvals that directly impact the Sales organization- Managing inquiries and providing resolutions about compensation to Sales- Delivering reports to respond to stakeholder needs- Builds credibility and establishes a collaborative rapport with key stakeholders within the organization.- Drives continuous process improvement and standards development.
Education and Experience- 1-2 years of relevant work experience in the same field is required for this position.- Ideal candidate is familiar with at least one of these technologies: Salesforce, Xactly; a strong user of MS Office, especially Excel.- Experience in driving continuous improvement with a track record of achieving results.- Demonstrated ability to work as a team player and enjoys collaboration, but can also work independently with minimal supervision.- Demonstrated ability to work with attention to detail and excellence in troubleshooting and analysis skills.- Self-starter/action-oriented: Can identify opportunities for process improvement- Naturally inquisitive and committed to continuous learning improvement.- Ability to work, lead, and achieve results in a global environment.- Willingness to work in a fast-paced organization.- Must be a highly energetic individual and a motivated team player.
Plus, if:- BS Management Engineering, BS Management, Applied Mathematics with Specialization in Mathematical Finance, BS Industrial Engineering, BS Management
Physical Requirements:- Willing to work night-shift
What we offer:
We offer all the work/life benefits you could ever want, (and none of the micromanagement.)
Flexible work arrangement (Hybrid Set Up) Comprehensive HMO package (medical and dental) Personal Time Off LeavesQuarterly Performance BonusEmployee Assistance and Wellness Programs
To know more about the Acquire-RingCentral Manila collaboration, you may visit www.ringcentral.com.ph
By completing your application for this role, you:
Agreed that the information collected through this site will only be processed with your prior consent and for the purpose of facilitating your employment opportunities Have read and agreed to our Data Privacy Policy
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Commissions analyst job description example 3
Upstack commissions analyst job description
Founded in 2017 in New York, N.Y., UPSTACK is transforming the way cloud and internet infrastructure is sourced and sold. Through a powerful combination of the industry's leading advisors, advanced technology, and dedicated customer support resources-UPSTACK uses actionable business intelligence to architect and source customized technology solutions for businesses of all sizes.In 2021, UPSTACK secured a substantial equity investment from Berkshire Partners, a firm with over 35 years of investment experience and deep sector expertise in technology and communications. The investment will be used to evolve UPSTACK's intuitive technology platform, expand its product and service portfolio and accelerate its direct investments in the industry's top-producing sales agencies. To date, the company has acquired 21 independent agencies to become one of the largest and fastest-growing firms in the technology industry.
About the Role:
The Commission Experience Analyst is responsible for validating, standardizing and managing commission payments that enhance the accounting process efficiency and ensure transactional accuracy we receive monthly. Confirms accuracy of advisor and sub-agent commissions. This role provides a positive experience for advisors, which can include answering questions, resolving issues and providing solutions to their needs.
Responsibilities:
Validating & Standardizing Commission Reporting received and import into systems, i.e., RPM and SFDC
Review and analyze commission data for quality assurance, variances, dropped accounts, etc.
Navigate and negotiate difficult conversations regarding commissions
Manage collection efforts and work closely with Suppliers daily
Build cross departmental relationships with colleagues to best utilize all resources internally to support advisors
Demonstration of a basic knowledge of all Supplier and Master Agent (TSB) commission processes
Build and maintain relationships with Advisors, Masters (TSBs) & Suppliers
Practice conflict resolution and effective interpersonal communication
Assist in process creation and implementation
Meet and exceed assigned deadlines
Performs other assigned tasks as required
Skills & Requirements:
Proficient in Microsoft Excel
Telecom Industry experience a plus
Macro Experience a plus
Proficiency in working in fast-paced, high-growth technology organization
Good data analysis skills with strong attention to detail
Provide excellent customer service to both advisors as well as colleagues
Demonstrate history of automating manual processes
Highly self-motivated, able to work independently and perform under tight deadlines
About the Role:
The Commission Experience Analyst is responsible for validating, standardizing and managing commission payments that enhance the accounting process efficiency and ensure transactional accuracy we receive monthly. Confirms accuracy of advisor and sub-agent commissions. This role provides a positive experience for advisors, which can include answering questions, resolving issues and providing solutions to their needs.
Responsibilities:
Validating & Standardizing Commission Reporting received and import into systems, i.e., RPM and SFDC
Review and analyze commission data for quality assurance, variances, dropped accounts, etc.
Navigate and negotiate difficult conversations regarding commissions
Manage collection efforts and work closely with Suppliers daily
Build cross departmental relationships with colleagues to best utilize all resources internally to support advisors
Demonstration of a basic knowledge of all Supplier and Master Agent (TSB) commission processes
Build and maintain relationships with Advisors, Masters (TSBs) & Suppliers
Practice conflict resolution and effective interpersonal communication
Assist in process creation and implementation
Meet and exceed assigned deadlines
Performs other assigned tasks as required
Skills & Requirements:
Proficient in Microsoft Excel
Telecom Industry experience a plus
Macro Experience a plus
Proficiency in working in fast-paced, high-growth technology organization
Good data analysis skills with strong attention to detail
Provide excellent customer service to both advisors as well as colleagues
Demonstrate history of automating manual processes
Highly self-motivated, able to work independently and perform under tight deadlines
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Updated March 14, 2024