Sales Operations Analyst

Payrate: $60.00 - $63.00/hr.
 
Summary:
This role owns the day-to-day data inputs, tracking, reporting, and transactional execution that keep partner incentive and investment programs running: Salesforce record hygiene, contract intake into internal tooling, supplier onboarding coordination, payout request submission and tracking, recurring report maintenance, and cross-system completeness checks. The work is high-volume, detail-intensive, and deadline-driven. A single mistyped field can hold up a partner payment, misstate a number in a leadership review, or fail a finance control. The ideal candidate finds genuine satisfaction in a clean, fully reconciled dataset — and in a payout that clears first-pass with no exceptions.
 
Responsibilities

• Contracts & Records:
  • Create, update, and maintain Salesforce records (accounts, contracts, incentive requests, payout records) with full field completeness.
  • Run regular hygiene sweeps to identify blanks, stale values, duplicates, and mismatches.
  • Input executed contracts and associated data — entity, term dates, caps, approved amounts, GL account, cost center, project, purchasing category, supplier number — into Salesforce and adjacent internal tools, validating each field against the source document.
• Procurement & Supplier Onboarding:
  • Coordinate supplier setup and onboarding through internal procurement systems; track intake requests from submission through supplier record activation.
  • Monitor onboarding and third-party assessment status, escalate blockers, and keep requesters informed of pipeline status.
  • Maintain accurate supplier reference data — name, entity, status, supplier ID — and verify consistency across procurement systems and Salesforce.
  • Support contract, PO, and non-PO documentation requirements, maintaining a complete and audit-ready file trail.
• Payout Operations:
  • Prepare and submit payout requests with complete, correctly formatted supporting detail, including invoice descriptions, amounts, currency, dates, coding, and required attachments.
  • Perform pre-submission validation to confirm payout amounts fall within contract caps and approved amounts, accounting codes match the parent budget, and the entity matches the contract.
  • Track payouts end-to-end from request through approval to payment, maintaining a single source of truth for status and aging.
  • Diagnose and resolve rejections and exceptions at root cause, resubmit, and document recurring patterns for prevention.
  • Reconcile paid amounts against approved and contracted amounts, escalating variances with supporting detail.
  • Partner with Revenue Accounting, Deal Operations, and Finance on documentation requests and month- and quarter-end close support.
• Reporting, QA & Tooling:
  • Maintain recurring trackers, dashboards, and status reports on a fixed cadence; refresh inputs, reconcile against source systems, and flag variances.
  • Produce payout and budget utilization reporting — committed vs. approved vs. paid vs. remaining — at partner, program, and portfolio level.
  • Run structured completeness checks against defined criteria before records advance a stage; produce exception lists identifying gaps and owners.
  • Reconcile entity data across Salesforce, contract records, procurement and supplier systems, finance systems, and trackers.
  • Manage lists, picklists, templates, access requests, intake forms, and queue configuration in internal tools, and document their operation.
  • Own open-item logs and follow up with stakeholders on outstanding inputs.
  • Maintain current, step-by-step SOPs for all recurring processes as tooling evolves.

 
Qualifications

• 1–3 years of experience in operations, sales/revenue operations, contract administration, procurement, AP/AR support, data entry/QA, or a related field.
• Demonstrated hands-on Salesforce experience; able to navigate objects, list views, reports, and bulk edits independently and explain how records relate.
• Exposure to transactional finance or procurement workflows (invoices, payments, POs, supplier setup, approval routing). Formal accounting background not required.
• Strong spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
• Demonstrated track record of accuracy in high-volume, detail-oriented work.
• Clear, concise written communication; able to flag an issue succinctly with the relevant facts attached.
• Ability to follow documented processes precisely and identify when a process itself is broken.

• Comfort operating in ambiguity across multiple systems that do not perfectly reconcile.
• Demonstrated discretion handling confidential partner, contract, and financial information.

 
Must-Have Skills

• Deal fulfillment experience — hands-on experience shepherding deals through a contracting-to-payout or equivalent fulfillment lifecycle, in a high-volume environment.
• Contract/legal-adjacent experience (non-attorney) — comfort reading and interpreting legal contract language and acting on specific terms; preparing contract drafts, updating contracts, and similar work requiring high attention to detail.
• Exceptional attention to detail and accuracy in high-volume, deadline-driven transactional work, with the ability to follow documented processes precisely.

 
Nice-to-have Skills

• Deal desk experience.
• Highly proficient Excel/spreadsheet skills — lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
• Experience scaling processes, programs, or organizations (moving manual work toward automation). Salesforce experience is also a strong plus, given ~80% of the work happens there. A tech background is neutral — neither a requirement nor a disadvantage.

 
Pay Transparency: The typical base pay for this role across the U.S. is: $60.00 - $63.00 /hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law. 
 
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