Job Description Summary
This role supports the CCSB Sales organization through recurring reporting, Excel-based analysis, commission support, new business and renewal reporting, Salesforce data maintenance, and operational reporting coordination. The incumbent is responsible for maintaining accurate sales reporting files, supporting commission and production reporting, preparing recurring new business and renewal reports, validating data, and ensuring reporting tools and templates remain accurate and up to date. This position requires strong Excel skills, attention to detail, and the ability to organize, reconcile, and maintain recurring reporting processes. The role also supports Salesforce data integrity, reporting, dashboards, and user support as needed to improve sales reporting accuracy and operational efficiency.
Duties And Responsibilities
Reporting and File Maintenance
- Maintain and update recurring CCSB sales reporting files, including the all-sales file and related tracking documents.
- Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports.
- Support commission reporting processes, including compiling data, validating calculations, researching discrepancies, and preparing files for review.
- Reconcile sales, renewal, and commission data across source files, Salesforce, and other reporting tools.
- Use Excel to organize, clean, compare, summarize, and validate sales data.
- Build and maintain Excel templates, formulas, pivot tables, lookup logic, and summary files used for recurring CCSB reporting.
- Track reporting deadlines and ensure recurring files are updated accurately and timely.
- Identify data gaps, inconsistencies, or process issues and work with Sales leadership or internal teams to resolve them.
- Maintain reporting documentation, process notes, templates, and standard operating procedures.
Data Reporting & Analytics
- Partner with Sales leadership and cross-functional teams to support reporting needs and operational objectives.
- Identify, analyze, and interpret trends or patterns in sales and operational data and summarize results for stakeholders.
- Create, maintain, and distribute recurring sales and operational reports.
- Assist with tracking key performance indicators (KPIs), sales metrics, renewal activity, new business activity, and business trends.
- Audit and validate data to ensure consistency and reliability in reporting.
- Assist with report testing, troubleshooting, and user support.
- Develop presentations, reports, and supporting materials for leadership and stakeholders.
Salesforce Reporting and Data Support
- Provide day-to-day Salesforce reporting and data support for users across the Sales organization.
- Support creation and maintenance of Salesforce reports, dashboards, fields, and related reporting tools.
- Maintain Salesforce data accuracy standards as they relate to CCSB reporting, commissions, new business, renewals, and sales activity tracking.
- Troubleshoot Salesforce reporting or data issues and coordinate resolution with internal teams or external partners as needed.
- Assist with user access, profiles, permissions, and data integrity standards as needed.
- Assist with testing and implementation of Salesforce updates, enhancements, and integrated technologies that impact reporting or sales operations.
- Develop user guides, training materials, and process documentation related to Salesforce reporting and data entry expectations.
Process Improvement
- Assist with implementation of technology solutions and operational initiatives that support CCSB reporting and sales operations.
- Participate in project meetings and collaborate with operations, sales, reporting, and technology teams.
- Document and maintain business processes, procedures, and workflow changes.
- Identify and recommend opportunities to improve efficiency, reporting accuracy, and business processes.
- Support automation efforts that improve team productivity and reduce manual processes.
- Research system capabilities and recommend solutions aligned with business objectives.
Create templates, training resources, and reference materials as needed.
Other
- Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.
- Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.
- Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data.
- Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit.
- All other duties as assigned.
Physical Demands/Work Environment
The physical demands and work environment described here represent those that an employee must meet to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.
Qualifications
- Bachelors (BA/BS) degree preferred. One (1) to four (4) years of related experience in sales operations, reporting, business support, commissions support, or Salesforce reporting or equivalent combination of education and experience.
- Strong Excel skills required, including comfort working with formulas, pivot tables, filters, sorting, formatting, recurring templates, data validation, and reconciliations.
- Experience with lookup formulas, conditional formatting, report templates, and basic data cleanup preferred.
- Experience preparing, maintaining, or validating recurring business reports, sales reports, commission files, renewal reports, or production reports preferred.
- Working knowledge of Salesforce CRM, including reports, dashboards, data maintenance, and user support preferred.
- Solid mathematical aptitude with the ability to review calculations, compare data, and research discrepancies.
- Proficiency in Microsoft Excel, PowerPoint, SharePoint, and other Microsoft Office applications required.
- Familiarity with data management, reporting processes, and workflow automation tools is a plus.
- Strong analytical and problem-solving skills with the ability to interpret business needs and recommend practical solutions.
- Excellent written and verbal communication skills.
- Proven ability to collaborate effectively with stakeholders across multiple departments.
- Ability to work independently with minimal supervision while adapting to changing business priorities