Web/Content Development, Marketing and Sales - Sales Productivity Specialist 1

Job#: 3037697

Job Description:

Sales Productivity Specialist 1

Must-Have Hard Skills

• Financial Analysis
• Budget Management
• Operational Execution
• Claims Validation
• Data Analysis
• Stakeholder Management
• Process Optimization
• Strong Data Fluency (Excel, Power BI, financial systems, Partner Center tools)

Typical Day in the Role

• Purpose of the Team: The purpose of this team is to manage financial operations, partner transactions, and program-related budget tracking across marketing, partner programs, and extended third-party engagements.
• Key projects: This role will contribute to

Budget tracking and financial oversight across partners and programs

Managing transaction flows across internal teams and external partners

Supporting promotion strategy, financial crediting, and public sector contract processes

Candidate Requirements

• Disqualifiers: Candidates

who do not meet core requirements such as: Financial operations experience, Analytical/reporting capability (Excel, Power BI), Experience working in high-volume operational environments will not be eligible for the role. will not be eligible for the role.

• Best vs. Average: The ideal resume would contain

Strong financial operations or business operations background

Experience managing budgets, partner programs, or financial processes

Analytical expertise with reporting tools and data modeling

Ability to work cross-functionally and communicate with stakeholders

Hard Skills Assessments

• Expected Dates that Hard Skills Assessments will be scheduled: shortly after initial reviews.
• Hard Skills Assessment Process: Candidates should have prior experience examples prepared prior to the assessment.

Role Overview

This role serves as a key operations partner within finance and programs ecosystem, responsible for managing budgets, validating partner claims, and supporting execution of contracts and promotional programs. The individual ensures financial discipline, operational accuracy, and program effectiveness across a defined portfolio.

The role combines financial analysis and operational execution, working cross-functionally with program owners, partner teams, and finance stakeholders to ensure spend is optimized, claims are processed accurately, and programs are delivered in alignment with intended outcomes.

In parallel, this person will play a critical role in enabling data-driven decision-making by tracking performance metrics and identifying opportunities to improve budget efficiency and program impact.

Some personal information will be managed (first/last name, email address, mailing address).

Key Responsibilities

• Own Budget Planning, Tracking & Optimization (OPEX Governance)
• Support budget planning cycles, including forecasting, allocation, and rebalancing of OPEX spend
• Track actual spend vs. budget and identify variances and optimization opportunities
• Ensure compliance with financial governance policies and approval processes
• Provide regular reporting and insights on budget utilization and efficiency

Manage Claims Processing & Validation (Channel & Silicon Partner Programs)

• Review, validate, and process partner claims in accordance with program requirements
• Ensure all claims are supported with proper documentation (invoices, proof of execution, etc.)
• Track claim status through approval lifecycle and resolve discrepancies
• Partner with stakeholders to drive timely submission, review, and payout

Support Contract & Promotion Execution

• Assist in execution of contracts, promotions, and incentive programs
• Ensure alignment between contract terms, budget allocation, and program delivery
• Coordinate with legal, finance, and program teams to operationalize agreements
• Monitor execution milestones and ensure compliance with financial commitments

Drive KPI Tracking & Program Performance Reporting

• Track and report on key performance indicators (KPIs) across programs (e.g., spend efficiency, claim volume, program ROI)
• Build and maintain reporting dashboards and insights for stakeholders
• Analyze trends in partner activity, claims, and program outcomes
• Provide actionable recommendations to improve program effectiveness

Skills

• Financial analysis, budget management, operational execution, claims validation, data analysis, stakeholder management, process optimization, and strong data fluency (Excel, Power BI, financial systems, Partner Center tools)

Expertise

Required/Minimum Qualifications

Bachelor's degree in Finance, Accounting, Business, or related field

AND 2+ years of experience in finance operations, program management, or business operations

OR equivalent experience

Additional or Preferred Qualifications

• Experience with partner incentive or rebate programs
• Familiarity with claims processing systems and financial controls
• Experience managing OPEX budgets or cost optimization initiatives
• Proficiency with reporting tools (Power BI, Excel modeling)
• Experience working in high-volume, SLA-driven operational environments

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Redmond, WA, US

Job Type:

Date Posted:

June 9, 2026

Pay Range:

$22 - $42 per hour

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