Global Incentive Operations Senior Analyst

Job Category: Finance

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword — it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Salesforce utilizes our platform for sales enablement, customer sales and the sales commissioning processes.

About the Role

The Global Incentive Operations Senior Analyst is responsible for the completion and accuracy of order to commission quota retirement process in our Salesforce application. The Global Incentive Operations Senior Analyst will be critical in defining and managing the processes for new quota retirement approaches, including differentiation for channels, products and complex coverage models. This individual must be capable of providing guidance on resolution while adhering to policies and process. The end result is excellence in performance and process for the integration of Salesforce with our cloud-based commissions system, Xactly. This role is critical to our monthly and quarterly commission processes and is an outstanding opportunity to work with our Global Revenue Operations Team in the process of order based commission crediting.

Responsibilities

• Support a global monthly process and cut-off as part of our sales and commissions process
• Support both Sales Ops and the greater Global Incentive teams with training and guidance
• Assist in researching customer activity to clarify complex transactions and processes
• Frequent communication with account executives and sales management via commission cases and become the trusted advisor to our Sales teams
• Process corrections and adjustments as they arise
• Provide recommendations to sales leadership and the internal comp management team regarding exceptions requests and case escalations
• Create reports to identify and analyze outliers and determine a systematic manner to adjust according to business rules
• Be a lead resource for sales account executives, sales operations and sales commission team on policy and process regarding sales commissions and applying it to specific transactions
• Understand data models, related objects and sales order processes within Salesforce to be able to analyze gaps and implement processes based on existing functionality
• Provide reporting and analysis of complex sales transactions and orders
• Create and drive value-add analytics on ad hoc requests from the business and key stakeholders
• Create policy and process changes while ensuring proper documentation
• Provide sign-off on completion of review process on a monthly and quarterly basis
• Complete and prioritize work as required
• Liaise with project management teams to support strategic business initiatives for growth and scale including setting business rules for IT configuration, determining appropriate business policy for new endeavors and facilitating change management process for current organizational priorities

Required Experience

• Bachelor Degree in Business, Accounting or related field
• 5+ years work experience
• Strong skills in use of order management or similar systems, preferably previous experience in a CRM environment
• Strong problem solving and superior critical thinking skills, the ability to connect the dots
• Communicates effectively across functional groups
• Strong analytical, written and oral communication skills; detail and process-oriented
• Works independently and as a strong team player
• Responsive to tight deadlines and ability to prioritize appropriately
• Ability to work in a dynamic and fast paced environment
• Working knowledge of CRM, SOQL, SQL, Python to present large volumes of data in an easy-to-understand narrative
• Advanced skills in MS Excel

Preferred Qualifications

• Experience in automated sales commissions systems and their set-up and operation (e.g. Xactly, Callidus, Oracle EIM, etc.)

Benefits

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

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Equal Opportunity

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. Salesforce believes in equality for all and strives to lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination.

Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.

This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between.

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We're Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you've come to the right place.