Role Description
The Commissions Coordinator supports the reporting and tracking of sales commissions data and metrics on behalf of the Sales organization. The role prepares monthly commission reporting and maintains the supporting data, working under the direction of the VP of Finance β Commissions and senior commissions staff. The role compiles data from internal systems and databases, maintains spreadsheets and reports used in commission calculations, and researches discrepancies, escalating those that cannot be resolved at this level. It supports the communication and administration of commission and incentive plans, policies, and quotas rather than designing them. The work follows firm monthly deadlines and requires sustained accuracy with detailed, repetitive data, along with discretion in handling confidential information. Success is demonstrated through complete and timely reporting, early identification and escalation of discrepancies, and well-maintained records that allow calculations to be traced.
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Prepare monthly commission reports and supporting analytical data for review as it pertains to sales commissions.
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Compile and maintain spreadsheets and internal database reports to gather the data and metrics required for commission calculations.
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Maintain accurate monthly reports and research discrepancies in commission calculations.
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Resolve routine discrepancies and escalate those that cannot be resolved at this level.
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Provide the data and reporting used to analyze sales performance results.
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Support the communication and administration of sales commission and incentive plans, policies, and quotas.
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Provide data and reporting to support the modeling of alternative commission or incentive plan designs and calculations.
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Respond to routine commission inquiries from the Sales organization.
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Escalate complex, disputed, or sensitive commission calculations to senior commissions staff.
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Support the reconciliation of commission accruals and payments with Finance and Payroll.
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Identify and report data quality issues or system gaps that affect the accuracy or efficiency of commission calculations.
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Assist with user acceptance testing for new system changes and enhancements.
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Maintain detailed records so commission calculations can be traced to supporting data.
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Complete reporting accurately and within firm monthly deadlines.
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Handle confidential compensation and performance information with discretion.
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Perform other duties as assigned.
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Comply with all policies and standards.
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Demonstrate comfort with adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.
Qualifications
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Bachelorβs degree, preferably in Business, or an equivalent combination of education and experience in a similar role.
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2+ years of experience in accounting, finance operations, sales operations, or a data and reporting role.
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Exposure to sales commission or incentive compensation administration.
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Hands-on experience using an ERP, CRM, or dedicated commission or incentive compensation management platform.
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Experience with CaptivateIQ Commission, Salesforce and NetSuite software preferred.
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Solid analytical skills, with a basic understanding of accounting processes and methodologies.
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Proficiency in Microsoft Excel, including working knowledge of pivot tables and lookup functions.
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Ability to use ERP systems and other databases to gather information and produce accurate reporting.
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Ability to work within defined policies and procedures, follow through accurately on objectives, and meet strict deadlines.
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Strong attention to detail and sustained accuracy in detailed, repetitive data work.
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Ability to interact tactfully and courteously with internal customers across the Sales organization.
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Discretion and sound judgment in handling confidential compensation and performance data.
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Ability to research discrepancies, resolve routine issues, and escalate complex or sensitive matters appropriately.
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Ability to maintain clear, traceable records and supporting documentation.
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Ability to support testing and process improvements related to commission systems and reporting.
Benefits
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Medical, dental, and vision plans.
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Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).
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Income protection through disability and life insurance.
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401(k) with company match.
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Unlimited PTO and paid company holidays.
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Hybrid/remote work options.
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Paid bonding leave for eligible employees.
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Employee discounts and access to our Employee Assistance Program (EAP).
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Additional offerings include accident, critical illness, long-term care, and hospital indemnity coverages.
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Legal and identity theft protection, pet insurance, supplemental life insurances, referral bonuses, charitable donation matching, and allowances for eligible roles.