Sales Operations, Senior Analyst at Baker Tilly Advisory Group, LP in Madison, Wisconsin

Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:





The Sales Operations, Sr. Analyst is responsible for supporting sales compensation efforts related to the validation process, calculation process for specialty plans, data analytics and reporting for incentive and labor costs, and ensuring data accuracy. This role will also have a 25% focus on broader sales reporting and analytics outside of compensation. They are sales-oriented and process-driven with keen attention to detail giving the ability to audit data and problem solve. This role will support the Professional Sales Organization (PSO) within Growth Strategies.



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
  
  

Qualifications & Requirements

• Minimum 3+ years' experience in compensation, sales operations, finance, or comparative field
  
  


• B.A. in Business or related field is highly desirable.
  
  


• 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
  
  


• Understanding of accounting, forecasting, and compensation principles a plus
  
  


• Excellent written and verbal skills
  
  


• Attention to detail and accuracy
  
  


• Experience with CRM systems in relation to opportunity management and activity tracking, Salesforce.com preferred
  
  


• Ability to work independently
  
  

The compensation range for this role is $74,750 - $132,330. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now