Sales Operations, Senior Analyst @ Baker Tilly US | Jobright.ai
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Baker Tilly US · 4 hours ago

Sales Operations, Senior Analyst

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Accounting
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H1B Sponsor Likelynote
Hiring Manager
Sarah Fastner, SHRM-CP
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Responsibilities

Own the validation process for incentives which includes ensuring proper opportunity roles are utilized in Salesforce, monitoring deal registration when more than one seller is involved in a pursuit, reviewing sufficient activity is tracked to support level of involvement for incentive credit, and that new project tagging requests are supported by Salesforce data
Support the business with reporting and analytics related to sales performance, labor forecasting, and cost of sale - up to 25% of time may be spent on broader sales reporting and analytics that fall outside of compensation
Understand current incentive plans in place, ensure incentives are being calculated according to plan, and assist in preparing documents for new hires
Assist in calculating and validating monthly and quarterly incentives for non-standard plans and one-off calculations such as special incentive structures
Assist in the quota setting process by providing key data points, calculations, and quota recommendations
Support the fiscal year budgeting process in regards to labor, bonus, and incentives
Assist in compensation modeling related to new plans or role creation and incoming roles related to combination or internal transfer
Develop and/or document incentive processes related to validation, calculation, and reporting
Establish relationships with finance, PSO leadership, and key sales operations members
Collaborate on and drive process improvements

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CompensationSales OperationsData AnalyticsSalesforce.comExcelBusiness AcumenAccounting PrinciplesForecastingCRM SystemsConfidential Information Management

Required

Minimum 3+ years’ experience in compensation, sales operations, finance, or comparative field
Strong business acumen, problem solving skills, and understanding of sales processes, systems, and data required
Ability to manage highly sensitive and confidential information
High level proficiency in excel including advanced formulas and functionality required
Excellent written and verbal skills
Attention to detail and accuracy
Ability to work independently

Preferred

B.A. in Business or related field is highly desirable.
Understanding of accounting, forecasting, and compensation principles a plus
Experience with CRM systems in relation to opportunity management and activity tracking, Salesforce.com preferred

Company

Baker Tilly US

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Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.

H1B Sponsorship

Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (13)
2022 (29)
2021 (23)
2020 (3)

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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Company data provided by crunchbase
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